Changing a Batch Period
If you change the period for an unposted batch, General Ledger updates the posting date for each journal entry.
Note: If you are using budgetary control, and have reserved funds for the batch, you must unreserve funds before you can change the batch period.
To change the period for a journal batch:
1. Navigate to the Enter Journals window.
2. Query the batch you want to change.
4. Choose the More Actions button.
6. Enter the new batch Period.
If the original creation date of your journal entry batch is within the new period, General Ledger assigns the creation date as the new Effective Date.
If the creation date of your journal entry batch is not in the same period as the new batch period, General Ledger assigns either the first or last day of the new period as the new Effective Date, depending on which date is closer to the creation date.
7. Choose OK to save the revised batch.
See Also
Creating Journal Batches
Entering Journals
Entering Journals for a Prior Period
Entering Journals for a Future Period
Posting Journal Batches
