Reference: Period Close Work Area in AP&C
As your workers complete steps in the
Period Close
event business process, you can use the Period Close Work Area
report in Adaptive Planning and Consolidation (AP&C) to manage your period, quarter, and year-end closes.Security:
Process: Period End
domain in the Common Financial Management functional area.You can access these tasks from the work area:
Task | Description |
|---|---|
Change Fiscal Period
| Workday automatically displays the latest period that has one or more closes.
Change the fiscal period as necessary. |
Find Period Closes
| Review details of the period close process. |
Period Close Metrics
| Analyze period close metrics and review the progress for the latest fiscal period with a close event. |
from the Period Close related actions menu. | Attach documents to the closed period.
Example:
The documents are then available on:
|
from the Period Close related actions menu. | Change the expected completion date of the period. |
Period Close Notification
| Notify workers regarding a period close that's in progress.
When you submit the notification, Workday launches the Period Close Notification event business process. Each close event can have only one active notification event. If a notification is in progress when you submit another one, Workday cancels the existing notification and launches a new notification event. If you included the Review Period Close action step, the business process creates a My Tasks notification for the worker. If the worker has appropriate security access, the notification includes:
|