FAQ-1037 How Do I Close Out The Current Period?

ANSWER
New call records are only added to the current period file in Comm One. That file name is plm_ca.dbf. You can however archive your call records and clear out the current period file. Then if you need to report on the closed period, you can open the closed period and run reports. When you start the Call Accounting the current period file is automatically selected.

TO CLOSE A PERIOD
To close a period select CLOSE PERIOD from the FILE menu. You will be prompted for a file name and the current call records will be saved to that file. Closed periods are automatically saved in the c:\ca20xx\archive subdirectory.

*(Where xx = the version. Example: ca2017 for the 2017 version)

When call processing runs calls are only added to the current period.  If you need to run a report on calls in a closed period you can select FILE / SELECT PERIOD before you run your report to select that period for reporting.  When you exit Comm One and restart Call Accounting the system will default to the current period.

 

SEE ALSO:

FAQ-1036 How to Select a Prior Period for Reporting

FAQ-1037 How to Close Out the Current Period

FAQ-1038 Adding Records to a Closed Period

 

Comm One LLC Technical Support
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Contact Comm One
Visit the Comm One Call Accounting Web Page

Last Reviewed: 10/05/2017

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