Period Close Open-Task Board
This tutorial uses Period Close Open-Task Board to establish fixed criteria, accountable owners, and traceable evidence for finance operations.
Learning objective
Build a repeatable Period Close Open-Task Board 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
- 01
Define the organization, period, scope, and owner.
- 02
Fix ERP query criteria, data sources, and export time.
- 03
Perform the topic check and record 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