Solution for setting Adjustment Period in Posting Period of Journal Entry.

When creating a Journal Entry, if we wish to select the adjustment period in the Posting Period, the selected adjustment period will not be set in the Posting Period after saving, even if the Journal Entry is in Pending Approval. As per NetSuite standards, the adjustment period can be set in the Posting Period only… Continue reading Solution for setting Adjustment Period in Posting Period of Journal Entry.

Change in Posting Period While Saving Journal Entries

Issue: When a date is chosen in the transaction date field, the associated posting period is automatically set in the Posting period field. However, an anomaly occurred on 31st December 2023. In Editable mode, the posting period is initially set as Adj Dec 2022, but upon saving the transaction, it mysteriously changes to the current… Continue reading Change in Posting Period While Saving Journal Entries

Single Adjustment Period to Cover Multiple Quarters within Different Accounting Period

In accounting, an adjustment period refers to a specific time frame during which various accounting adjustments and corrections are made to ensure the accuracy of financial statements. By designating a single adjustment period to cover multiple quarters within different accounting periods, businesses can simplify their accounting processes and improve overall efficiency. For that, we will… Continue reading Single Adjustment Period to Cover Multiple Quarters within Different Accounting Period

Setting Adjustment Period for an Existing Account Period in NetSuite

Setting up an adjustment period for an accounting cycle is a crucial step in ensuring accurate financial reporting and adherence to accounting standards. This feature allows businesses to make necessary adjustments to their financial records even after the standard accounting period has closed. By utilizing the adjustment period functionality, companies can maintain the integrity of… Continue reading Setting Adjustment Period for an Existing Account Period in NetSuite

Journal Posting Period sets to a Non-Adjustment Period

A user enters a Journal Entry with the fields: Posting Period = (any adjusting period),Approval Status = Pending Approval. When the entry is saved, the Posting Period changes to the non-adjusting period covering the transaction date or the next open period. For example, it was set to Adjust 2020 but it reverts to Dec 2020. Adjustment periods are used today to allow administrators and controllers to post… Continue reading Journal Posting Period sets to a Non-Adjustment Period