Period Close
Close the month for manufacturing costs.
Early access. Manufacturing can be installed from the App Store, but it is still being proven in real use, so this screen may change.
Overview
Period close checks that manufacturing is ready for month-end, confirms that work in progress agrees with the ledger, shows a preview of what will be posted, and then closes the period. Run it once the period’s orders are closed and before you lock the accounting period. It needs a higher capability level than Essential.
When to use period close
- Month-end.
Step by step
In the Manufacturing module open Costing in the green navigation bar, then choose Period Close under Period End.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- The screen says: “Check that manufacturing is ready for month-end, confirm work in progress agrees with the ledger, then close the period.”
- The screen says: “Your factory is on Essential. Moving up never needs a data migration — everything you already entered stays exactly as it is.”
- Actions on the screen: Close anyway…, Close period….
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- manufacturing.period_close.run