Complete all steps in this article before the first working day of the new calendar year. Failing to do so prevents IMOS from posting invoices and generating invoice numbers until the configuration is updated.
At the start of each new calendar year, you may need to check and update the following configurations:
Account Periods
When a new calendar year begins, create a new record in the Account Periods for the new year.
This is required for the creation of invoices and year-end accruals, so that the invoices or the reversal accrual entries are created in the new calendar year. If the new account period has not been created, you may encounter the following message whenever you access an invoice.
To create a new Account Period, see IMOS - Account Periods.
Invoice Number
Note: This occurs only if your system has CFGEnableDocumentNumber enabled and invoice numbering setup with @YEAR.
If you have Document Numbers set up to automatically generate invoice numbers, you may notice that invoices for the new calendar year do not have invoice numbers populated, or you may encounter the following error message:
To resolve this issue:
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Go to Financials → Document Numbers.
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As soon as the form is displayed, the following message appears. Click OK.
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Verify that the Reference Year is up-to-date. Click Save.
Voyage Number
If your system has both CFGVoyageNoFormat and CFGUseGlobalVoyageNumbering enabled at the same time, you may notice that the voyage number for voyages created in the new calendar year, is not updated to reference the new year.
To reference the new year in the voyage number, create the first voyage at the start of the calendar year with the following steps:
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Disable CFGUseGlobalVoyageNumbering.
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Create a new voyage with the updated reference year.
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Enable CFGUseGlobalVoyageNumbering.