EACloseFiscalPeriodsInRange

This document was generated using Claude.ai

Overview

Automatically closes fiscal periods that have passed their end dates. Changes status from Open/Locked to "Closed" based on date range calculation.

When This Action Runs

• Trigger: Manual execution or scheduled automation
• Target: System-wide fiscal period management
• Purpose: Close periods past their end dates
• Timing: On-demand or scheduled for period-end processing

How It Works

1. Calculates target date using today's date + parameter days offset
2. Finds eligible periods where endDate ≤ target date and status is NOT "Closed"
3. Groups by fiscal year for transactional processing
4. Updates period status to "Closed" in fiscal year details

Parameters

Parameter 1: Days From Today

• Type: Integer (defaults to 0 if empty)
• Examples:
  • 0 - Close periods ending today or earlier
  • -30 - Close periods ending 30 days ago or earlier
  • 7 - Close periods ending up to 7 days in the future

Database Tables Affected

FiscalPeriod

• endDate - Compared against target date
• periodStatus - Must not be "Closed" to be eligible

FiscalYear

• Contains collection of fiscal year periods
• Updated transactionally for data integrity

FiscalYearPeriod

• periodStatus - Updated to "Closed"

SQL Query Example

SELECT fp.id, fp.code, fp.endDate, fp.periodStatus, fy.code AS FiscalYear
FROM FiscalPeriod fp
INNER JOIN FiscalYear fy ON fp.year_id = fy.id
WHERE fp.endDate <= DATEADD(day, 0, GETDATE())
    AND fp.periodStatus != 'Closed';

Business Impact

Financial Controls

• Period Locking: Prevents further transactions in closed periods
• Audit Compliance: Maintains proper period-end controls
• Data Integrity: Ensures historical periods remain unchanged

Operational Effects

• Transaction Restrictions: No new entries allowed in closed periods
• Reporting Accuracy: Finalizes period-end financial reports

Related Actions

• EAOpenFiscalPeriodsInRange - Opens fiscal periods in specified date range

Module: core

Full Class Name: com.namasoft.infor.domainbase.util.actions.EACloseFiscalPeriodsInRange