1.  To change the Business Date:
  1. On the File menu, click Edit/Change Business Date
  2. Set the Business Date to the last date of the fiscal year that is to be closed.
  3. Click OK
If you change the business date after entering the Year End Processing screen, you will need to close out of the screen and come back in. The program is not recognizing that the date was changed unless the screen is refreshed after the change.

2.  This message could be received because of a missing date table.

  1. Using the Modules bar or the Menu bar, select General Ledger, Maintenance, Date Tables.
  2. Click New.
  3. Select the ID Type.
  4. Use the drop-down box to select the number of adjustment periods desired.
  5. Ensure the radio button is selected for Add Date Table for Next Year.
  6. Click OK.

Continue adding date tables as needed and click OK to leave the task window.  We recommend only adding date tables as needed, because your year-end processing will roll to all open years, creating unneeded trace reports.

You will need to add a date table for each active ID Type.

3.  This message could be received because the year is closed to data entry.

  1. Using the Modules bar or the Menu bar, select > General Ledger > Lock Periods/Years to Posting.
  2. Expand year in question and unmark boxes for periods that are locked to posting.