skuruvil
04/02/2025, 4:35 AMCeligo AI
04/02/2025, 4:36 AMAI generated answer (using internal Slack threads):To create a search that alerts when an accounting period is reopened, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select 'Accounting Period' as the record type for the search. 3. In the Criteria subtab, add a filter for 'Period Status' and set it to 'Open'. 4. In the Results subtab, add the fields you want to display in the search results. For example, you might want to include 'Name' (the name of the accounting period), 'Period Status', and 'Date Closed'. 5. In the Email subtab, set up the email alert. Add the recipients, set the schedule, and customize the subject and message. The email will be sent whenever the saved search results change, i.e., when an accounting period is reopened. In addition, you can include the 'User Note Fields...' join in your search to display the justification for reopening the period. This field is mandatory when reopening a period. Please note that you cannot modify the period close process or add custom fields to the Accounting Period record. If you need to track additional information, you might consider creating a custom record that you fill out alongside the normal close process. For more information, you can refer to the SuiteAnswers articles 'Accounting Period Close' (Id: 7648) and 'Reopening a Closed Period' (Id: 7656). ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
04/02/2025, 4:37 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
04/02/2025, 4:37 AM