First, you need to check that all the periods for the year to be closed, have been marked as closed in the Period Details window.
1. Click on the Periods button.
2. Click on the Company button.
3. Select the appropriate Company from the drop down box.
4.
Check that all the appropriate periods have a status of “Closed”, and that the
“Current” period for each module is not in the financial year to be closed.
If there are periods that show as Open, or Current, you will need to use the
Period Wizard to close the periods, or roll over into the next period. Please
refer to the appropriate Frequently Asked Question (FAQ) guide on the Zavanti
ERP website for assistance.
5. Close the Period Details and Maintain Period Definitions windows to return to the main screen of the Systems Maintenance module.