Inventory periods, whether one week (recommended) or one month long, are ready to be closed once your batches have all been posted. In some cases, such as the discovery of a receive that had not been entered, you may need to reopen a period. Follow the instructions below to close, reopen, add or delete a period.
To Close a Period
1.Check that all batch types included in this period have been posted. See Batch Types for more information.
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Note Run Day End and ensure ideal usage is posted for the day before closing the period. |
2.Go to the Settings> Inventory Settings> Periods 
> Periods tab.
3.Click on the current period to highlight it (the one with the earliest date).
4.Click the Close button. 
5.Click Yes to confirm you want to close this period.
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Notes -A warning dialog will display if you try to close a period that is unfinished or has no batch postings. -Periods can only be closed in sequential date order. For example: you cannot close the month of April before you close the month of March. -Only the open periods will display, unless you use the Filter button |
1.Go to the Settings> Inventory Settings> Periods > Periods tab.
2.Use the Filter button 
to switch the view to include closed periods.
3.Click on the period to highlight it, and then click the Reopen button. 
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Important Periods may only be reopened if batches have not been posted to a subsequent period. |
To Add or Delete a Period
1.Go to the Settings> Inventory Settings> Periods > Periods tab.
2.Do one of the following:
Click the Add button 
to add a period
| -or- |
To delete an existing period, click on it to highlight it, and then click the Delete button. 
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Important Periods can only be deleted from the bottom of the list, and only as long as no batch has been posted to that period. |
See Also:
