Posting Period Status (SAP Business One)

In SAP Business One, posting periods can be subdivided into different statuses, which can be used to process documents and Transactions regulate:

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Unlocked
This status is automatically assigned to a posting period when it is created. You can post any type of transaction in this mode.
Unblocked except sale
Authorised users can post all transaction types except sales documents. This status is often used at the end of the month to avoid accidental changes.
Closing period
During this phase, only authorised users can post transactions. It is typically used for the final processing of vouchers at the end of the month or year. Via the set-up window of the Posting periods can be configured so that a period automatically receives this status after it expires.
Locked
No bookings or changes by users are possible in this status.

There is also the status Archivedwhich is automatically assigned by the data archiving wizard. Transactions are no longer permitted in archived periods.

Customisation of authorisations

The access rights to the period statuses can be defined individually:
Among Administration > System initialisation > Authorisations > General authorisations you can control which users are authorised to perform which actions in the different period statuses.

Versino Financial Suite

the Versino Financial Suite ensures greater security, transparency and efficiency in the management of posting period statuses in SAP Business One. It automates processes and facilitates status control and authorisation assignment.

Categories:

Finance, SAP Business One

Tags:

Accounting, Accounting, financial accounting, accounting

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