Close Management general setup
An administrator must complete these setup tasks before the user can use Close Management. This table shows the required general setup tasks:
Task | Description |
---|---|
Close Management Group | Close Management group is the highest level of a data group in Close Management. |
Calendar | You can define one or more system calendars for each Close Management group. Period groups in calendars are used to schedule transactions. |
Action Reasons | Action reasons are reason codes that are used whenever certain actions are performed. |