Manage Periods

Use the Sustainability Periods page to view and close periods.

You can close a period only after you've posted all the activities in that period to the ledger. You must close all periods successively starting with the earliest open period. All activities in the period that you plan to close must be in the Posted or Canceled status.

Before you start

You must be assigned a role that includes the Manage Sustainability Ledger Period (SUS_MANAGE_LEDGER_PERIODS_PRIV) privilege.

1. Click Navigator > Sustainability > Sustainability Activities.
2. On the page that displays the dashboard for sustainability activities, click the Periods tab. The Sustainability Periods page is displayed.
3. In the Target period to close section, click Close Period.

   The Close Period button will be disabled if there are activities in this period that are in the Draft status. Review the value of the Activities in Draft Status metric. If the value of this metric is not zero, then ensure that you post or delete all these draft activities. The Close Period button will be enabled only when the number of records in the Activities in Draft Status metric is 0.