The audit record of one run of the period-close checklist against a fiscal period. It stores how many checks ran, how many passed and how many blocking ones failed, plus the close status the period was moved to as a result. Its check children preserve every individual outcome, so a forced close stays visible long after the period moved.
Fields
| Field | Label | Type | Required | What it does |
|---|
AllMandatoryPassed | All Mandatory Passed | Boolean | | Set only when no blocking item failed. A forced close is deliberately recorded with this false, which is how an override remains auditable after the period has already moved on. |
CloseDate | Close Date | DateAndTime | | The effective date stamped on the run, stored without a time component and defaulting to the day the close was executed rather than to the period's own end date. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
FiscalPeriodId | Fiscal Period | Lookup → FiscalPeriod | | |
Id | Id | Guid | Yes | |
MandatoryFailures | Mandatory Failures | Number | | How many blocking items failed. Any value above zero refuses the close unless the caller explicitly overrides, so a stored run carrying a positive count is by definition a forced close. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
Notes | Notes | Text | | Free text supplied by whoever ran the close. It is the usual place a justification for a forced close is captured, since the override path carries no separate reason field of its own. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | |
PassedChecks | Passed Checks | Number | | How many evaluated items passed, counting advisory items alongside blocking ones. It can legitimately fall short of the total on a perfectly valid close, because advisory failures never stop one. |
RecordTypeId | Record Type | Guid, hidden | | |
Status | Status | Text | | The close state applied to the period by this run, one of SoftClosed, Closed or Locked, rather than the state of the run record itself. SoftClosed marks a soft month-end, Closed and Locked are final, and a locked period can never be reopened. |
TotalChecks | Total Checks | Number | | How many checklist items this run actually evaluated, blocking and advisory together. It is a count of what ran, not the size of a configurable checklist definition. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
EditInLine | EDIT | EditInline | EDIT |
New | New | New | New |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| Partner Account Filter | PartnerAccountId | |
