Add a Period-Ending Date

Use the Accounting Period Maintenance (GDM) program to add and change the period-ending dates for accounting periods and years. See Background and Road Map for more information.

Note
Only one person can run this program at a time. You cannot run this program if another user is running the GL Recalculation (GLR) or GL Period-End Closing (GME) program.

The program displays these fields:

Field Name	Displays
GL accounting year	Years that have been set up
Status	CLOSED: All periods in this year are closed

Click Add. The program prompts GL accounting year.
Enter the year that you want to add.

Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Period 1 -12

Required
10 date

Select the ending date for the period or enter the date using the format selected for your enterprise in the System Options Maintenance (XM) program (Enterprise Options), for your branch in the Branch Maintenance (TBM) program, or for you in the User Maintenance (UIM). However, slashes and dashes are not required.

Period 13

Conditional
10 date

Select the ending date of this period, what can be one or more days after ending date for period 12 if you selected the 13th period adjustment only? option in the System Options Maintenance (XM) program (General Ledger Options).

Note
This period is grayed if your system is set up for 12 periods per year.

If this is the first year you have entered, the program prompts Enter begin date of first period.

(Conditional) Enter the start date of the first period and click OK. The program displays the message GL recalculation will be performed now. Click OK to start recalculation.
Choose the appropriate options:

To	Do This
Change a field	Click Modify.
Exit without adding this year	Click Cancel. The program prompts GL accounting year. Enter another year or leave blank to exit.
Enter notes	Click Notes. See Enter Notes.
Accept the data and exit	Click OK. The program prompts GL accounting year. Enter another year or leave blank to exit.

Note
You cannot delete a record until it has been saved; use Cancel.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Add another year	Click Add.
Delete the selected year	Click Delete. See Delete. Note You cannot delete a year that has open periods or history.
Copy the selected year	Click Copy. See Copy.
Display the selected year	Click Select.
Print the year listing	Click Print. See Print.
Exit the program	Click Exit.