Notifies the appropriate person when a GL module is closed.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
When entering data in e-automate, most screens do not display the accounting period in which the transaction is being posted. If the GL modules for a prior period have been reopened, intentionally or otherwise, users may not be immediately aware. Conversely, users may not know that the current period has been closed and that they can no longer post transactions in a month. This alert will notify when the General Ledger modules have been closed to keep everyone aware.
Run Schedule: Daily at 2 PM
Type of Output: Email
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Sample
Sample
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Variables
Variables
This alert has no variables.
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Alert Functionality
Alert Functionality
1. This alert checks for the current period open in e-automate and notifies when a period has been closed or changed.
2. To see current open periods, go to Accounting - General Ledger - Change Period:
From here, you can see the current open periods and also change the period specifically for the user's workstation. The alert will not notify if a specific user has made a change to the Sessions overrides, only when the period for the entire company has been changed.
3. To close a period, go to Accounting - General Ledger - Close Period:
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Best Practices & Tips
Best Practices & Tips
1. Click here for detailed instructions on month-end closing.
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Related Alerts
Related Alerts
ID481 - GL Entry Posted Where the Date Period <> to Fiscal Period
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