Closing Plan
Use this screen to create, configure, and capture to-do items for month-end, quarter-end, or year-end processes , assign tasks to team members, and track progress.
You can utilize this screen to standardize and create a structured, repeatable process that helps reduce manual effort, avoid errors, and increase efficiency.
On this screen, you can:
- define structured close plans with clear start and end dates
- break down the plan into individual tasks
- assign tasks to specific users
- define the Costpoint screen for performing a task
- track the progress of the plan or its tasks
- mark the task as Auto to automatically run it in a batch job
- mark a task or a plan as complete
Related Topics:
Display the Closing Plan Screen
You access the Closing Plan screen from the Accounting domain.
Contents of the Closing Plan Screen
Use the fields and options to configure the Closing Plan screen.
Table Information for the Closing Plan Screen
Changes to the Closing Plan screen update the ME_CHECKLIST_HDR and the ME_CHECKLIST_DETAILS tables.
Subtask of the Closing Plan Screen
The Closing Plan screen has the Tasks subtasks.