Support Spotlight: Period End Resources in Different Flavours.
In this blog post we want to make you aware of some Period-End relevant resources that will help make this process fast and smooth.
We will look at the How-To Guide from the help portal, Guided Answers for Period-End and some of the SAP Notes that exist for this topic.
Before moving ahead, we have a few important tips for you regarding this process:
- We recommend executing the entire Year-End Closing process in a test environment with a backup of the productive database containing all data after the cut off date.
- We recommend frequent backups during the process, especially before performing irreversible steps.
- Make test runs, check report values, are they what you expect? If Yes, go ahead.
Period-End How-To Guide.
This is the most complete guide that exists for this process in SAP Business One. The guide will take you through all the different sub processes that you will perform when closing the year. Keep it close to you while performing the different steps and use it as a reference.
Period-End Guided Answers
As you might have heard the SAP Business One Support Team have started publishing Guided Answers for different topics. Guided Answers presents you with a logical sequence of troubleshooting steps, offering you all the relevant KBAs and SAP Notes in one place to match your specific scenario. Unlike the How-To Guide the Guided Answers function is to try and resolve possible issues you might run into while performing the steps.
To learn more about this concept please check out the blog post we published on this a few months back – Support Spotlight: Guided Answers – Assisted troubleshooting for even faster solutions
The main and most important note is the Troubleshooting Note for the topic – 2940618 – Troubleshooting: Period-End Closing Issues. Much of the information that you will find the Guided Answer for Period-End you will also find this SAP Note, it has a different structure and offers you a different way to consume the information. If you know exactly what you are looking for this note might get you there faster.
The Note contains links to most other notes that you might need, however, I would like to point out the one regarding Period-End and Multiple Branches.
Closing the Year for Multiple Branches has been enhanced in version 10.0 and we recommend using this functionality available in the latest version. If an upgrade is not suitable for you right now, please check the SAP Note – 2397907 for performing Period-End Closing for branches.
Last point – don’t forget to take backups.
Support Spotlight Series
We hope this read has been informative and beneficial. For more blog posts and tips from the SAP Business One Support team, please visit our space on the communities: https://blogs.sap.com/tag/b1-support-spotlight/
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