I posted about this in the partner portal.  Basically support say fiscal year has to be created before doing a reversing entry.  You have to reinitialize GL_PeriodPostingHistory AND run recalculate account balances to fix it.  there is a knowledge base article on that but doesn't say the cause was not having a fiscal year created before doing a reversing entry.

i have a support call and requested it be escalated because I see this as a bug.

How do you do your reversing entry?

I just tried it in 2019.  I changed the G/L module date to 2022/01/11.  2022 did not exist in Fiscal Year Maintenance.  In Account Maintenance - Transactions tab, I used the 'Journal Reversal' button to create a reversal entry in General Journal.  Then I updated the General Journal.  The year 2022 was auto created in GL_Fiscal and the GL_PeriodPosingHistory records had the correct year and period.

How do you do your reversing entry?

I just tried it in 2019.  I changed the G/L module date to 2022/01/11.  2022 did not exist in Fiscal Year Maintenance.  In Account Maintenance - Transactions tab, I used the 'Journal Reversal' button to create a reversal entry in General Journal.  Then I updated the General Journal.  The year 2022 was auto created in GL_Fiscal and the GL_PeriodPosingHistory records had the correct year and period.

A reversing entry where the date for the entry is on the original entry not a journal reversal

Hi, Can you provide me with the support case number?  I'm looking for additional details (steps to recreate) that I'm hoping are in the case notes. Thanks

John Nichols

Sage

8008552876 - there is not much in the case notes.  The tech didn't troubleshoot anything I just told him what I suspected cased the issue and he agreed.

This is the last fiscal year in my ABC data.

Then post a journal entry with reversing date.

Post, and fiscal 2027 is not automatically created as expected, with no warning, and the Period Posting History value has blanks for fiscal year and period.

Thanks for the screen shots.  I will try to duplicate it.

P.S.  I followed your steps.  2027 was created for me and my history records have the correct fiscal year and period.  Something must be different between your system and mine.

We've seen this on a few different versions, but this is what I used for the screen shots.  No enhancements. 

You confirmed fiscal 2027 didn't exist prior to posting?  You didn't have a separate 2027 transaction in the batch?  Posting Date in 2026 and only the Reversing Date in 2027?

2027 did not exist before update.  I only had 1 transaction to update.  I used the same dates as in your screen shot.

I DUPLICATED IT FINALLY!!!  It happens if I print the general journal to PDF.  Before, I just previewed the journal before update.

Did you print to PDF?

Yes.  We recommend Paperless Office be used for all our customers, and I happened to test by clicking Print.

I will write up a defect. It will be fixed, probably in a PU.  Thanks for your help.