- 2 Posts
- 180 Views
We ran our normal steps to Create Next Year's Budget (R081820) but for our Closed positions, the Effective Thru Date (EFST) did not populate with 1/1/19 as expected. We ran the process on 1/3/19. I am wondering if the issue is we didn't perform this step in 2018 and it's date sensitive? Our Fiscal Year for G/L and accounting is still set in 2018. I tested in DV by performing a global close but still yielded the same results. Just wondering if there's a way to correct this or if we'll have to correct all the entries manually.
My main question--when do the rest of you all perform your rollover and what fiscal year is your G/L in when you do it?
Hi Cari - my experience is that the G/L fiscal year must be in the new year for this to work as expected, but to be fair, I have not worked with this for a couple of years.