Transfer of opening balance

Epicor ERP 10
1

We are currently in fiscal year 2026 (April to March). We have to do transfer of opening balance from 2024 to 2025.

In custom option, I could give From : 2024 but by default it came To: 2026
I cannot edit To: 2025

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please advise what to do

2

I think you’d have to make 2025 your active FY but I’m not sure you can even do that now.

3

You need to change your Book’s “Future Opening Balances” option (in Book Maintenance) to Manually update future balances:

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If it is set to Auto Update, then the Transfer Balances process will default to the most recent/active fiscal year.

4

Ah, nice. I was going to say I could change the dates but I did not remember that was why. I assumed it was the last apply date or something.

Give this man the solution!

5

Thank you.

6

Thank you. it worked!

7

So, welcome to the group! Glad to have you here.

In all seriousness, there is a box for this - please mark @dcamlin 's post as the solution and pad his leader-board stats.

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