Closing inventory periods

  1. Select Period End Close and click the Period Close link.
  2. Select a company number or a company group.

    If you select a company group, then the Company field must be blank.

  3. In the Period End Dates For New Year section, select up to 53 ending dates for each inventory period.

    These dates determine which periods are updated with the summarized history.

  4. In the Report Distribution section, select a distribution group and export type for Inventory Period Close Report.
  5. Click Submit.