Can you reopen a prior period?

SUGGESTED

I need to add some things I forgot...

  • 0
    General ledger, no problem.

    Payroll - absolutely not.

    Work order - probably not.

    Payroll and work order still being legacy modules can have MTD, YTD, PYR data buckets that will get out of sync if you do that.


    Other modules - Generally speaking I tend to NO, but I'm not so sure if it is as critical as it used to be, so I will say maybe on newer versions. It really depends on a lot on what version you are running.
  • 0
    Tom answer merely shows how long he's been at this, since back in the day when messing around with the open period could completely mess your summary files up. Work Order does not have a period end, and he's right about payroll. Other than that you should have no problem reopening periods. If you reopen ANY module, you need to have GL open to that period (or earlier) as well so that the posting doesn't go to a different period in GL than it does the other module. But if you reopen a period in say, Sales Order or Purchase Order, you're also going to want to make sure that you have AP, AR, and Inventory open to the same period so that anything posted from SO/PO to that period can also go to that period in all modules integrated with them.

    When you're done, you should close the periods properly up to the last period you want closed. So for example if you are currently in period 8 in all your modules, and you need to reopen 3 in purchase order, then when you are done, do the period end for 3 in PO, IM, AP, and GL, then do the period end for 4 in PO, IM, AP, and GL.. and so on.
  • 0 in reply to mkaney

    Did I just get called old??

    Or just experienced? ;)   Been around so long,  I don't remember if the first version I was in was 1.x or 2.x.
     
    No offense taken mkaney.   Thanks for the clarification on current versions.

  • 0 in reply to TomTarget
    You got called experienced :)
  • 0 in reply to mkaney

    So how exactly do you reopen the module then in Sage 100?

  • 0 in reply to tendresen

    You just change the current period in the settings.  It's by module, but you have to set GL back as well or it will post to the current GL period.  So if you need to do something through Sales Order.  You have to set Sales Order to the period, A/R to the period, IM to the period, and GL to the period.  

    When you are finished, you should do period ends to bring all the modules back up to current, or whatever you have them at now... just like you would normally.  For example: Sales Order Period End, AR Period End, Im Period End, GL Period End, and then through them again in the same order over and over until back to current

  • 0 in reply to mkaney

    It's many years later and I was just curious if everyone still advises that if they have to reopen a closed period for a module other than the GL if you recommend still doing period ends to bring the modules back up to current. Is that step still necessary with current supported versions of Sage 100?

  • 0 in reply to dhalpin

    I still recommend the user process a formal Period End when they have finished with a reopened module.  Probably not needed, I like the period end close activity in the Activity Log, personally. 

  • 0 in reply to StefanouM

    100% run period end to change fiscal years... and we recommend it normally for regular period ends too.

    Edit:

    This does not apply to PR apparently... per Linda's post below.

  • 0 in reply to Kevin M
    SUGGESTED

    One thing to consider is what period end and year end processing does.   If you go to Help and search on period end you will find a A/R Period End Processing, A/P Period End Processing, for each module.  These help topics each list what processes are run when the period end processing is run.  For example, in Payroll, the time off values are moved to the next period, year end processing clears ytd amounts for deductions, etc.  You would not want to rerun these processes with current year entries.