Period 13 is not defaulting on entry

Owned by Knowledge Assistant
Last updated: Jul 06, 2022
1 min read



Description of Issue

  • Site is operating in a new fiscal year and has not gone through the Year End Close process.

  • GL Settings or Roll Accounting Period shows Current Year with period 13.

  • User enters a new transaction for last year, which is still open, and it defaults to period 12.



Context

Purchase Order Entry

General Journal Entry



Cause

  • Default Year/Period setting is what determines what defaults on an entry. 

  • Current Year setting is just an indication of how far the months have been closed.

  • Journal Number Control is not designed to have an effective date range for period 13 so the system will not recognize a certain date as being in Period 13 automatically.



Resolution

  • Entries for last year will not default to period 13 until your site has run through the Year End Close process and it is no longer the Current Year.

  • Users can manually enter period 13.



Additional Information