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Financial Period Control

Backlog fieldValue
Story IDCTRL-006
EpicCross Cutting Controls
Story typeAccounting control
Review statusDraft - business analyst and business owner review required
Source evidenceCurrent period queries, period status checks, posting/unposting handlers, year close
Last source review2026-07-10

As a chief accountant, I want dated financial actions constrained by open periods so that closed reporting cannot change without an approved process.

Post resolves the document date to a valid period. Unpost/reversal validates source and linked periods. Year close requires the earnings account. Exceptions/backdating authority require business-owner confirmation.

Internal Documentation — Microtec