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Year End Rollover

  • 1.  Year End Rollover

    Posted Jul 16, 2019 02:16 AM
    Good Afternoon,
    Has anyone done a year end close for FY 18/19 yet?
    We successfully did a year end close for our 17/18 data which was migrated from a legacy system which was in Version 7.3. We are now running version 10 with PU27 and I don't have any legal entity's to select from in my Year End Close.

    I have logged a ticket with Microsoft and just had a chat and screen share session with them, but they were telling me I need to set up a new Financial Calendar for every year which does not seem correct.

    Can anyone shed some light for me?


    Cara Sinclair

  • 2.  RE: Year End Rollover

    Posted Jul 17, 2019 07:03 PM

    The screenshot you added is for year end close template. You do not create a template per fiscal year. The same template is used every year to perform the close as the template typically should not change.

    Since you have added the legal entity in 17-18 fiscal year you are not able to add it again. I will suggest you rename the template to something more generic like "year end close" and things will make sense after that.


    Tushar Panda

  • 3.  RE: Year End Rollover

    Posted Jul 18, 2019 08:47 PM
    Hi Tushar,
    Thanks so much for your reply. Makes so much sense.

    Cara Sinclair