YonSuiteFinanceIntermediate

Period Close Reopen Control

This tutorial uses Period Close Reopen Control to establish fixed criteria, accountable owners, and traceable evidence for finance operations.

Learning objective

Build a repeatable Period Close Reopen Control finance-operations process

Roles

Finance manager, GL or treasury accountant, business data owner

Prerequisites

Organization and period definitions are agreed
Required query permissions are available

Completion checks

Sample three items against source records
Confirm every exception has owner, status, and evidence

Common errors

Changing filters between periods
Saving results without query criteria
Closing exceptions without evidence

Thailand project note

This tutorial covers ERP finance operations and data organization only. Thai tax, VAT, WHT, statutory accounting, or legal conclusions require review by a qualified Thai professional.

Steps

01Define the organization, period, scope, and owner.

02Fix ERP query criteria, data sources, and export time.

03Check the records by topic and log differences, causes, and next actions.

04Have the owner confirm status and retain evidence.

05Have the finance manager sample-check and archive the result.

01
Define the organization, period, scope, and owner.
02
Fix ERP query criteria, data sources, and export time.
03
Check the records by topic and log differences, causes, and next actions.
04
Have the owner confirm status and retain evidence.
05
Have the finance manager sample-check and archive the result.

Implementation notes

Keep filters consistent across periods
Record an owner, due date, and evidence for each exception

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: 2026-08-28