Create Conversations on Period Close

You can create conversations on general ledger accounting periods in Oracle Social Network. For example, the finance team creates conversations on the closing tasks.

These conversations allow the team members to collaborate on closing tasks to coordinate a smooth close process across all departments.

Note: You can make a conversation private, so that only selected members are involved in the conversation.

Other points to consider in creating conversations on period close are:

Including other members or adding documents to the conversation.
Creating conversations manually or automatically.
Accessing accounting period conversations.

Including Other Features in the Conversation

When creating a conversation, optionally add the following:

Documents in the conversation
Additional members
Assignments of follow-ups to other members
Related conversations to the close period conversation

Creating Conversations Manually or Automatically

You can configure the period close conversations so the conversations are created manually or automatically.

Manually: A Share icon appears on the accounting period's Conversation List region after the accounting period is opened. Click the icon to create the conversation for the accounting period and add members or documents to the conversation.
Automatically: The conversation is automatically created for you once the new accounting period is opened. You can access the conversations of any accounting period where you're a member. To become a member of a conversation, simply select the Join icon from the Conversation List region.

Note: The Share and Join icons are only available from the Manage Accounting Periods, Edit Accounting Period Statuses, and Close Monitor pages. Selecting a conversation in the Conversation List opens the Oracle Social Network Social Conversation window in a standalone window, where the selected conversation is displayed.

Accessing Accounting Period Conversations

Period conversations are available on Oracle General Ledger only. There are several ways to access the accounting period conversations:

Manage Accounting Periods and Edit Accounting Period Statuses pages: Select the Social icon to open the Oracle Social Network Conversation List region to show the conversations of the selected account periods and all its related conversations. The region shows all conversations you can access for other social objects.

Note: In the Manage Accounting Periods page, the selected period is the Current Period of the ledger. If the period isn't selected, the Social icon is disabled.
General Accounting Dashboard: Select the Social icon to open the Oracle Social Network Conversation List region to show the conversations of all period statuses and all their related conversations. The region shows all the conversations you can access for other social objects.
Close Monitor: Select the Social icon on the node to open the Oracle Social Network Conversation List region to show the period status conversation for the selected ledger or ledger set and all their related conversations. This conversation list shows all conversations you can access.
Period Close Overview page: Select the Social icon on the overview page to open the Oracle Social Network Conversation List region to show the conversation of all period statuses and all their related conversations. This conversation list shows all conversations you can access.
Oracle Social Network: Select the Social icon from the global menu to open the Oracle Social Network Conversation List region. This conversation list shows all conversations, general ledger accounting period social objects, and any other social objects you can access.

Note: Oracle Social Network is only available in Oracle Fusion Cloud Applications implementations.