Finance Data Cutoff Check
This tutorial shows how to run Finance Data Cutoff Check in an ERP with consistent definitions, owners, checkpoints, and traceable evidence.
Learning objective
Standardize finance data cutoff check for daily operations
Roles
Finance manager, accountant, business data owner
Prerequisites
- Organization and period definitions are agreed
- Required query permissions are available
Completion checks
- Sample three records against source documents
- Confirm every exception has status, owner, and review evidence
Common errors
- Inconsistent filters
- Exporting without preserving criteria
- Exceptions lack clear ownership
Thailand project note
This tutorial covers ERP operational controls and data organization only. Any Thai tax, VAT, WHT, statutory accounting, or legal conclusion requires review by a qualified Thai professional.
Steps
- 01
Confirm scope, owner, review cycle, and output definitions.
- 02
Prepare source records and freeze organization, period, and status filters.
- 03
Run the ERP query or register the activity, retaining criteria, timestamp, and operator.
- 04
Record cause, owner, action, and due date for each exception.
- 05
Have the finance owner review and archive evidence.
Implementation notes
- Freeze definitions before comparing results
- Every exception needs clear follow-up ownership
References
- 从车间到全球的“智造”链路如何打通？用友U9 cloud 用实践给出方向！ ↗用友U9 cloud · Accessed: 2026-08-27