Scheduling Period Close Templates

You can schedule the closing of periods if you do not want to close the periods manually. Scheduling prevents you from failing to close periods on time and also enables you to close the periods outside your working hours. You can schedule a period close template from the Period Close Schedule page in the App Launcher or from the Period Close Template page.

To set a schedule on a period close template:

1. Click Schedule on the Period Close Template page. The Schedule Template window displays.
2. In the Days field, enter the number of days as a positive integer if the period closing day is after the period end date or a negative integer if the period closing day is before the period end date. The period ending day is day zero.
3. Enter the time in your time zone in the Start Time field to schedule when to start the process.
4. [Optional] Select the (Exclude) Weekends checkbox to exclude weekends when counting the number of days for the schedule. For more information, see the examples below.
5. [Optional] Select the (Exclude) Public Holidays checkbox to exclude the public holidays when counting the number of days for the schedule. For more information, see the examples below.
6. [Optional] Select the Activate checkbox to activate the scheduled process.
7. Click Schedule. This schedules the period close process.
8. When the scheduled job runs and completes, the owner of the period close template gets a confirmation email.

Example for Excluding Weekends or Public Holidays

By default, day zero is the day just before the non-working day (Weekend or Public Holiday). To set day zero to be on the day just after the non-working day (Weekend or Public Holiday), use the Set Day Zero after Non-Working Days custom setting field in the Period Close Schedule Settings custom setting.

When the (Exclude) Weekends checkbox is selected

The same logic as described in the example above is used when you want to exclude public holidays.

When both the (Exclude) Weekends and the (Exclude) Public Holidays checkboxes are selected

To view the schedule details and the scheduled run date derived from the entered number of days, visit the Schedule tab on the Period Close Template page. To view the scheduled period close templates, navigate to the Period Close Schedule page.

You must always create a schedule from the Period Close Template page and not from the Period Close Schedule page. Use the Period Close Schedule page only to view the scheduled period close templates.

To remove the New button from the Period Close Schedule page:

1. Navigate to Setup | Object Manager.
2. Search for and click Period Close Schedule.
3. On the Details page, click Edit, scroll down to the bottom, and select the Allow Search checkbox in the Search Status section. Click Save.
4. Click List View Button Layout in the navigation pane on the left.
5. Click | Edit against the displayed record. In the Standard Buttons section deselect the New [New] checkbox and click Save. This removes the New button from your Period Close Schedule list view page.

Notes:  

• If the Activate checkbox is not selected, the scheduled process remains inactive and does not run. When you deselect the Activate checkbox the active scheduled job is aborted and the associated scheduled record is deleted.
• When the Activate checkbox is selected, the process is scheduled to run and you cannot edit the period close template.
• The period close process cannot be scheduled when the due date for the period close is earlier than the current date.
• The templates can be scheduled only for those companies that have the same period end date. For example, if the period end date for the selected companies on one template is the last day of the month, then the template can be scheduled.
• If the period end date of the selected companies differs, then you must create more templates, selecting the companies with the same period end date.
• The selected companies can have different financial year-ends. This does not affect the scheduled process provided the period end date is the same for those companies.
• You can schedule a period close template only when the Days and the Start Time fields are populated.
• To define or view the defined public holidays in your org, click View or Set Public Holidays. You can also navigate to the Public Holidays page from the App Launcher. For more information, see Defining Public Holidays.