Integrating with Global Ledger Period
Close Management can be integrated with Global Ledger Period.
Close Tasks
All associated accounting entity are listed in the Global Ledger panel. You can view associated Accounting Entity details but cannot update Global Ledger records from Close Management.
The Global Ledger panel:
- Displays associated accounting entities details.
- Enables you to add or remove accounting entities.
- Opens Accounting Entity records in read-only mode.
Close Period Tasks
All Entity Period associated with a Close Period Task are listed in the panel of a scheduled task. No actions are available on the list. Selecting an Entity Period opens the same in Global Ledger form in read-only mode.
The Global Ledger panel:
- Displays associated entity period details.
- Opens Period status records in read-only mode.
A close period task that has an Entity Period associated with it is considered part of Global Ledger, which means it cannot be started, completed, voided, or reopened in Close Management. If the linkage is removed, manual task actions become available again.