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Readysell auto-closes and opens period when a new calendar month date is reached. As a result, there may be "Closed Period" related error messages issued advising that the transaction cannot be facilitated since the transaction date falls in a closed period.

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This auto-close and open procedure was deemed necessary to prevent periods remain open pass their calendar month which allows transactions to be inadventently created in a past period and potentially leads to account reconciliation or similar issues.

 

In order to work on this transaction you would need to open the closed period as follows :

  1. From the Navigation panel, click Administration then Periods
  2. Locate the closed Period ID that the transaction date falls in e.g., dd/mm/ccyy falls in period ccyymm (8/4/2016 → Period ID 201604)
  3. Uncheck the Closed option to open the period

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    Only users in "Account" or "Management" roles are able to manually open or close period. Please contact Readysell Support for assistance if you are unable to perform this step.

  4. Click Save

    Click Tools tab and the Flush Cache to ensure the change is committed to database.

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  5. Now you can resume working on the transaction. Contact Readysell Support if you have any questions.

    Click Ignore if the following or similar message issued

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