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Is there a way to open Purchasing accounting periods other than manually?

Discussion in 'Oracle SCM & Manufacturing' started by cpatterson, Aug 2, 2012.

  1. cpatterson

    cpatterson Active Member

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    We just ran into the issue of the person responsible for the purchasing accounting period being out of the office with no backup. I know there is an Open Period Control concurrent request for Inventory but can't find anything like that for purchasing. If there's no concurrent request, has anyone enhanced the Open Period Control program to include the purchasing period or has other suggestions? We're on R12. Thanks!
     
  2. Bharat

    Bharat Community Moderator Forum Guru

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    Hi,

    Please follow the navigation to open/close the purchasing accounting periods.

    Navigation : - Purchasing --> Setup --> Financials --> Accounting --> Open and Close Periods.

    You can use this form to do that. There it prompts find periods form. In that you can click on find button to see all periods what are opened and closed and there you can open or close them also.
     
  3. cpatterson

    cpatterson Active Member

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    Thank you Bharat, but actually, that is what our user does now. I'm looking for a way to do the same thing automatically.
     
  4. Ramji

    Ramji Forum Guru

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    cpatterson,

    Do not look at processes from an IT perspective. Why cant you automate certain processes? Think it over! There are various dependancies and transaction processing has to be in sync or financial results will be vitiated.The monthly close and cutoffs are there for a purpose. You can only open a period after all respective departments are ready to enter transactions for that period i.e all the previous periods transactions are captured in the respective modules and the reporting done.
    cheers
    Ramji
     
  5. cpatterson

    cpatterson Active Member

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    Hi Ramji, I totally understand what you're saying, but this was requested by the user who controls the opening/closing of the purchasing periods now; she would like a way to schedule just the open part. Just to clarify - our accounting periods overlap- for example closing for July is performed in sequence by those dependencies to which you refered and everything will not be closed until next week. In the meantime, we continue to do business by allowing the Aug accounting periods to be open on Aug 1 (by opening the periods a couple of days in advance).
    It does appear that what I'm asking doesn't exist, but thank you for your help anyway!
     
  6. Ramji

    Ramji Forum Guru

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    Cpatterson,

    People will ask for the moon. ERP is as much to do with technology as to manage expectations of clients keeping in mind that some of the demands would be contrary to robust processes and controls.
    cheers
    ramji
     
  7. Bharat

    Bharat Community Moderator Forum Guru

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    Hi cpatterson,

    Please refer to the following link which explains how to open the accounting periods using API.

    Open Accounting periods using API

    But before doing this keep in mind what ramji says in before post.
     
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  8. cpatterson

    cpatterson Active Member

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    totally agree! thanks!