Changing the current accounting period

Change Period (CPD) allows you to change the current accounting period used in all SunSystems modules. You can also change the current period for Financials using Ledger Setup (LES). For Order Fulfilment modules you can also use Inventory Business Setup (IBS), Purchase Business Setup (PBS) and Sales Business Setup (SBS) as appropriate.

The current period is the default accounting period used for posting journals and transactions. It also appears as the default period when printing reports, calculating depreciation, and so on.

Preparing to Change the Period

You should take care when using Change Period in a multiuser environment. Users who are logged in whilst you change the period may or may not be affected by the change as follows:

  • If they have a ledger entry form open whilst you change the period, they are not affected within that ledger entry session, providing they continue to use the same session form. This means that they are still posting to the original period as it was before you changed it.
  • However, if they start another ledger entry session form after you change the period, then this new ledger entry session assumes the new period, and a message is displayed notifying the user that the period has changed since they last used ledger entry.
Uwaga:  When using this function, you are not automatically prompted to select the required business unit. If your operator setup and the form being used allow for multiple business units, you should use Change Business Unit (CBU) to ensure changes are made to the required business unit.

It is standard practice to print audit trail reports, such as Account Listing, Journal Listing and Trial Balance, before moving to a new period.