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    Fiscal Period Close via WebAdmin (for Voyager TotalCare and all other customers)

    • Product: Voyager
    • Product Version: 9.0.0
    • Relevant for Installation Type: Total Care

    Question

    How to run Fiscal Period Close processes using WebAdmin?

    Answer

    Running the FPC is available through WebAdmin beginning with Voyager 9.0.0. A change needs to be made by Voyager Support to make it available.

    If you do not see an FPC Admin section in the WebAdmin interface, open a Support Case to request that this be enabled.

    Then, to execute Fiscal Period Close from WebAdmin:

    1. Enable / Disable Acquisitions for FPC > Disable Acquisitions : have all operators log out of Acquisitions and then select this option to prevent further Acquisitions activity.
    2. Fiscal Period Close > FPC Save : Run this job to ensure Acquisitions data is backed up before executing the rollover.
    3. Fiscal Period Close > FPC Run : Run this job to execute the actual rollover. You can select which reports you would like to generate along with the rollover.
    4. Enable / Disable Acquisitions for FPC > Enable Acquisitions : select this option when you are ready for operators to resume work in Acquisitions.

    • Article last edited: 27-Jun-2016
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