The Period End menu group contains a number of features relating to the closing of the financial period and the closing of the year.
Although these features do not need to be used for all models, it is recommended that models designed for financial consolidation and reporting use at least the time based features, Roll CAP and Roll Period Blocks.
The Period End options are:
| Option | Description |
|---|---|
| Validate | Runs a routine to check all data for the month against defined validation rules. |
| Lock | Allows specific combinations of entity and version data to be locked. |
| Authorise and Accept | Optional workflow type module that allows data submitted by subsidiaries to be flagged when it is ready for Head Office review. |
| Roll CAP | Closes the current period and rolls the CAP (Current Actual Period) identifier on one month. |
| Roll Period Blocks | Closes the full year and runs a roll-over process to prepare for a new financial year. |
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