Perform an accounting close

Before you begin

Before performing an Accounting Close, you must ensure that the measuring stations associated with the object being closed (e.g., a Line Segment, Sub Region, Region, Company) are closed. To determine which stations are associated with which higher level balancing object, you can view the connectivity relationships on the Balancing Connectivity window.

To perform an Accounting Close

1. Right-click on your desired accounting object in the Accounting Close Summary window.

   

2. Select Accounting Close.

   The Close Information window opens.

   

3. In the bottom left-hand corner, select the Close to Date.

   This, along with the Last Close Period End, defines the time period for which the accounting object will be closed for accounting purposes.

4. Click Okay.