Periods: Roll Back

Introduction

The process of undoing a period depends on the state currently in:

• Periods in Completed state cannot be undone.
• Periods in Approved state can be rolled back to Pending state to re-open the period.
• Periods in Pending state can be rolled back to Current state. 

Rolling Back An Approved Period

A period in Approved state can be rolled back to Pending state to make changes if required. 

You can only roll back an Approved period if:

• You have rights to do so. (Click Here if you do not have rights to roll back but believe you should.)
• There is not already be a period in Pending state within your site. 

To roll back an Approved period: 

• Head to Period Management > Periods.
• Locate the required period and select [STOCK PERIOD] or [CASH PERIOD].

Within the period:

• Select [UNDO APPROVAL].
• Confirm the roll back.

The period is now back in Pending state and can be edited.

Note that count sheets in the period will remain in Approved state. If you need to undo count sheets, see: 

• Stock Period Counts: Roll Back
• Cash Period Counts: Roll Back

Rolling Back A Pending Period

A period in Pending state can be rolled back to Current state if required. 

You can only roll back an Pending period if:

• There is not already be a period in Current state within your site.

To roll back an Pending period: 

• Head to Period Management > Periods.
• Locate the required period and select [STOCK PERIOD] or [CASH PERIOD].

Within the period:

• Select [CURRENT].
• Confirm the roll back.

The period is now back in Current state