Approving Periods

Once all counts have been entered into the period and reports have been finalised, the period can be approved.

To approve the period, head to Period Management > Periods, locate the period and select either [Stock Period] or [Cash Period]. 

Then, within the period select [Approve]. 

The period will run through the approval process before progressing to the Approved state. 

Additional Information

• Approving a period is the first step of closing the period. In Approved state, it is possible to roll back the period to make adjustments. To fully close the period, complete the period as covered in This Article. 

• For sites that have the Blind Stock Counts feature enabled, at this point reports become available and the count can be reviewed.