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Administrator Guide
Last Updated: 2024-09-20
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Reference: Period Statuses and Permitted Transactions in AP&C

Reference: Period Statuses and Permitted Transactions in AP&C

Period statuses control what you can process in your accounting period and by which source in Adaptive Planning and Consolidation (AP&C).
You can set up different statuses for ledger periods that will affect the activities that you can perform during that period.
This table lists permitted transactions during each period status:
Period Status
Operational Journal
Reversal Journal
Accounting Journals, Depreciations, and Receipt Accruals
Adjustment Journal
Created
No
Yes
No
No
*
Not Available
No
Yes
No
No
Open
Yes
Yes
Yes
Yes
**Close in Progress
Depends on the individual status of your activity groups.
Configurable
Configurable
Configurable
Yes
Adjustment Only
No
No
No
Yes
Closed
No
No
No
No
Reversals
: For reversals of accounting journals, Workday creates reversal journals in
Created
status but doesn't post them.
*Not Available Status
: You can set periods you open in error to a
Not Available
status.
**Close in Progress Status
You can close activity groups independently giving you flexibility to close some groups and leave others open.