Summary
This article describes the Financial Period feature in EngageIP.
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Creating a Transaction with a Posting Date
Posting Rules You cannot post a transaction to a closed period You cannot delete multiple periods on the Financial Settings screen, you can only delete them one by one starting with the most recent You cannot open a previously closed period - the only way is to delete the period You cannot adjust the period end date - the end date will be automatically determined based on the next existing period configured Package Next Bill Dates cannot be updated to be within a closed period. If you need to back bill a package, the system now will not let you. You would need to add a manual transaction for the period and bill the package going forward with bill account on tools page or via regular bill run process. This is to prevent transactions from being generated in a closed period
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The following applies to charges, payments and credits
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