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Administrator Guide
Last Updated: 2024-09-20
Set Up Period Close Activity Groups in AP&C

Set Up Period Close Activity Groups in AP&C

  • Security:
    Set Up: Period Close
     domain in the Common Financial Management functional area.
You can group your period close activities and use these groups when you update the status of your ledger periods in Adaptive Planning and Consolidation (AP&C). These activity groups enable you to close a set of transactions, rather than an entire ledger period. Each close activity is a group of operational transactions. Workday automatically populates a set of these close activity groups, but you can also create your own for a more granular close process.
  1. Access the
    Maintain Period Close Activity Groups
     task.
  2. Remove operational transaction types from pre-existing period close activity groups for use with other groups.
    You can only assign operational transaction types to 1 period close activity group at a time.
  3. Create new period close activity groups and assign them operational transaction types.
You can select period close activity groups in the
Closed Activity
 field when you update your ledger period status to
Close in Progress
. You can't edit closed activities that are in use.
You can't delete a close activity group that is used for
Close in Progress
. However, you can edit the activity group even if the ledger period has a status of
Closed
.
Update your ledger period status.