How to Submit a Reopen General Ledger Request (UC San Diego Health Only)


This article describes how UC San Diego Health coordinates with Campus to reopen the General Ledger (GL) for an accounting period that was previously closed.

Critical Concepts

Steps to Take

1. UC San Diego Health Finance Team to provide Internal Controls & Accounting (ICA) Team a schedule of meeting dates

2. Internal Controls & Accounting Team (ICA) will send out meeting invites for reopen process to be done in Oracle Financials Cloud (OFC)

3. Meeting attendance is mandatory for GL Leads, Subledger Leads, and any staff supporting the reopen process

4. At Zoom meeting, ICA Team will run job to reopen GL in OFC

5. UC San Diego Health Finance Team will submit journal entries for approval, approve them, and then run a financial statement to confirm balances are correct

6. After all entries are processed and account balances are correct, ICA Team will run job to close GL in OFC

7. If errors occur during the close job run, Subledger Leads and FIS Configuration Team need to assist with error resolution

8. If error cannot be resolved, then the meeting can end and Teams work to resolve the issue

9. Email notification will go out once the period is closed

If you still have questions or need additional assistance, please submit a ticket