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Close Management User Guide
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About this guide
Overview
Integration of Close Management with other Infor applications
OS Portal overview
Processes and tasks
Close process schedule
Scheduling a process
Opening a period for work
Voiding tasks
Reopening tasks and periods
Reopening tasks
Reopening periods
Sending messages
Setting reminders
Creating work requests
Adding task and period issues
Adding issues at the period level
Adding issues at the task level
Updates that generate notifications
Utilities
Overdue task notifications
Generating general overdue notifications
Generating time-sensitive overdue notifications
Integrating with Reconciliation Management
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