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Period End Transaction Types

In FlexiBake, you can lock certain types of Transactions from being created, or updated based on a pre-set Period End Cutoff. This article will go over the different Transaction Types, and what you can expect them to cover.

For instructions on Creating or Maintain your Period Ends, please see the related articles Create a Period End, or Maintaining your Period Ends.

The following image shows the available Period End Transaction Types, following will be information on what these different periods affect.

 

Sales

Sales Order Creation Date.

 

Purchases

Purchase Orders P.O Date and Date Required.

 

Production

Production Transactions are not currently in use, these are instead configured in Inventory by disallowing the Intake or Shipment of Raw Materials and Products.

 

Inventory

Inventory Adjustment Slips Creation Date.



Sales Order Delivery Date.



Purchase Order Receival Date.



Inventory Transfer Request IT Date.


Picking Ship Items for Delivery or Transfer Requests.

 

Receivables

Credit Notes.

 

Accounting

Exchange Rate Effective Date.