Update a fiscal period after the period is open

Summary

Adjust the fiscal year beginning and ending dates in the back end of Sage X3 ERP.

Description

Cause

Resolution

CAUTION: Use caution when working with the below product functionality. Always create a backup of your data before proceeding with advanced solutions. If necessary, seek the assistance of a qualified Sage business partner, network administrator, or Sage customer support analyst.

 

To update a period when no transactions exist:

 

  1. Review the fiscal period in question and note the date and period number.
  2. Turn off the accounting tasks.
  3. Have everyone logout of X3.
  4. Go to Table Maintenance (GMAINT) and select the table PERIOD.
  5. Find the record and adjust the period beginning and ending dates and save the record.
  6. Review the periods in Fiscal Periods via the X3 menu to be sure all looks correct.
  7. Start the Accounting task.

 NOTE: These steps only apply if there’s no data for the periods in question

 NOTE: If there are transactions in those periods, contact your business partner for assistance

Solution Properties

Solution ID
222924350018671
Last Modified Date
Wed Oct 21 14:51:50 UTC 2026
Attributes
Product Details
Modules: Financials
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