One month of a company's fiscal year. Its status decides whether anything can still post into the dates it covers: Open accepts postings, Closed refuses them but can be reopened, and Locked refuses them for good. Every journal is placed in the period of its company whose start and end dates cover the journal date, and posting also needs the period's fiscal year to be Open. Periods are normally created by Generate Periods on the fiscal year. Close Period, Reopen Period and Lock Period move the status and carry it to the period's fiscal days; Verify Ledger compares the period's stored GL and party balances with its posted journals, and Rebuild Balances recalculates them. The shipped record page shows only Edit and Delete in its header, so an administrator adds these actions to the layout before users can run them.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
EndDate | End Date | Date | | Last day the period covers. Generate Periods ends each period on the last day of its calendar month, or on the fiscal year's end date if that comes first. |
FiscalYearId | Fiscal Year | Lookup → FiscalYear | | The fiscal year this period belongs to. Generate Periods on the fiscal year creates and links the periods. |
GLAccountName | Name | Text, unique | Yes | |
Id | Id | Guid | Yes | |
Label | Label | Text | | Display label of the period, set to the same month text as the name by Generate Periods. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | The period's name, for example Apr 2026, set by Generate Periods. It is the label shown in posting error messages. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | The company (partner Account) whose fiscal calendar this period belongs to - periods are maintained per company, so filter by the right company as well as by date when resolving a period. |
PeriodNumber | Period Number | Number | | The period's position in its fiscal year, starting at 1. The highest number is the year's last period, which the year-end Close Year journal posts into. |
RecordTypeId | Record Type | Guid, hidden | | |
StartDate | Start Date | Date | | First day the period covers. A journal lands in the period of its company whose start and end dates include the journal date. |
Status | Status | PickList | | Open, Closed or Locked. Only Open accepts postings and only an Open period can be deleted. Close Period moves Open to Closed, Reopen Period moves Closed to Open, and Lock Period moves Open or Closed to Locked, which is final. Change it with these actions rather than by editing, so the period's fiscal days follow. Values: Open. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
ClosePeriod | Close Period | ServerAction (ClosePeriod) | Moves an Open period to Closed, blocking further journal posting into it. Refused with a validation error when the period is not currently Open. Closing is reversible - use ReopenPeriod to undo it. |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | EditInLine |
EditListRow | Edit | Edit | EditListRow |
LockPeriod | Lock Period | ServerAction (LockPeriod) | Finalizes the period: an Open period is closed and locked in one step, a Closed period is locked directly. Locked is terminal - validation blocks any later status change away from it - so lock only once statements for the period are final. |
New | New | New | New |
RebuildLedgerBalances | Rebuild Balances | ServerAction (RebuildLedgerBalances) | Rebuilds this period's balance caches from the posted ledger via the ledger verification service and returns the result - the sanctioned resync after drift. Balances themselves only ever change by posting journals; direct edits to balance rows are rejected. |
ReopenPeriod | Reopen Period | ServerAction (ReopenPeriod) | Moves a Closed period back to Open so posting can resume. Only Closed periods qualify; a Locked period is refused because locking is terminal. |
VerifyLedger | Verify Ledger | ServerAction (VerifyLedger) | Runs the ledger verification service for this period and returns its findings, comparing the period's balance caches against the posted ledger. A detection step: use it to spot drift before trusting cached balances or before closing. |
