Issue/Symptom/Question

• Can I post to a closed accounting period?
• Unable to post items to closed accounting period
  • Whenever I attempt to post to a closed period I get the following error: ""20xx/xx/xx is in an accounting period with a status of Closed for OU XXXX. You are not authorized to enter transactions in periods with this status" 
• Can you tell us how to open it back up?
• What are the Accounting Authorization Levels?

Applies To

• Finance & Accounting
• Close Accounting Period
• Month-end close
• Define User Screen
  System Management> Security> Define User

Resolution/Fix/Answer

If a period has been closed and you are unable to post a transaction to it, there are two available options:

1. The Accounting Authorization field in the Define User screen determines whether or not a user can post in closed periods.
   The Accounting Authorization levels are as follows:
   Level 1: Can only post to periods with unrestricted
   Level 2: Can post into periods restricted and unrestricted
   Level 3: Can post into periods closed, restricted and unrestricted
   Level 4: Can post into all open periods in open fiscal year
   
   If you are getting the above error, have your manager check your Accounting Authorization level. Levels of 1 and 2 cannot post into closed periods, to post in a closed period you will need your manager to change your Accounting Authorization Level from 1 or 2 to 3. Please note that users will get a warning message every time they post transactions to the closed period.
   
   
2. If the closed period needs reopened please contact your Penta Representative and reference this article. If there is a lot of activity it might be worth opening the closed period, as opposed to changing your Accounting Authorization level.

If the closed period is in a closed fiscal year, please see this article: Closed Fiscal Year adjustments