The audit record of one period-close checklist run against a fiscal period: how many tests ran, how many passed, how many mandatory tests failed, and the status the period was moved to. Its Period Close Check children keep each test's outcome. The checklist refuses to close while a mandatory test fails unless the close is forced, and a forced run is recorded with All Mandatory Passed off. No app, button or job runs the checklist out of the box. Close Period on a fiscal period only changes its status and writes no Period Close record, and this record is in no app or menu.
Fields
| Field | Label | Type | Required | What it does |
|---|
AllMandatoryPassed | All Mandatory Passed | Boolean | | On when every mandatory test passed. Off marks a forced close that went ahead despite a failing mandatory test. |
CloseDate | Close Date | DateAndTime | | The date of the close run. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
FiscalPeriodId | Fiscal Period | Lookup → FiscalPeriod | | The fiscal period the checklist was run against. |
Id | Id | Guid | Yes | |
MandatoryFailures | Mandatory Failures | Number | | How many mandatory tests failed. Above zero only on a forced close. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
Notes | Notes | Text | | Free-text notes recorded with the run, such as the reason for a forced close. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | The company whose fiscal period was closed, copied from the period. |
PassedChecks | Passed Checks | Number | | How many of those tests passed, mandatory and advisory together. |
RecordTypeId | Record Type | Guid, hidden | | |
Status | Status | Text | | The status the run moved the period to: Closed or Locked, or SoftClosed. Free text, not a picklist. |
TotalChecks | Total Checks | Number | | How many tests the run evaluated. |
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 | |
