I had an odd thing happen - we have converted to gl v9 and have the next year open and posting, while not having closed the "current" year. I changed some entries in batches that had been provisionally posted and then provisionally posted the 2 new batches. I went to run a new provisional trial balance but I didn't get that option. So I went to financial statements and ran them, and the proper provisional numbers were there. I thought maybe you had taken out printing provisional trial balances until my boss showed me a provisional trial balance he had run just the day before. So I thought I would provisionally post those 2 batches again since it clears the provisional posting first anyway. I didn't get that warning and it provisionally posted the batches again doubling the entries. I could now run the provisional trial balance though, but the proviosional numbers were doubled. The only difference I could think of was the time it didn't work I think I printed the provisional posting journal and cleared it. I didn't expect that to mess up the posting - is that something I shouldn't do? I'm certainly not going to do that again.

Anyway I restored from backup before the 2 postings and posted the batches without printing and clearing the journal and the reports were all correct. So I'm fine now, but I wanted to share that in case it happened to anyone else.

Also I just went to post 2 batches in the "next" year and I got the warning that provisional postings would be cleared. I only had provisional postings in the "current" year. I went ahead since I have another backup, and the provisonal postings in the "current" year seem to be unaffected by posting in the "next" year.

Hi, Barb,

To clear the provisionally posted batches you must post another batch. Otherwise, you won't receive the prompt to clear what had been provisionally posted previously.

When you post an actual batch and clear what was posted provisionally before, the Financial Reporter will also clear the numbers it is holding in provisional.

Something that has chanced in GL9 is that you are also able to provisionally post to the Next Year. This can be done either by selecting Post | to Next Year Provisional from the menu or by selecting the radio dot beside the next fiscal year on the Year field of the Posting .... window (this can effectively change a posting from current to next year.

The only time I am prompted to clear provision posting when I am posting to the Next Year is when I have actually provisionally posted something to the Next Year. If my provision posting is to the current year, posting a batch to the Next Year does not prompt me for clear provisional at all.

You are also able to post provisionally from the regular Post to Current or Next Year windows by turning the Post Provisionally checkbox on.

Okay so maybe the doubling was my fault for posting the provisional batches without posting a batch in between to clear the previous provisional posting. But there was the problem before that in that I couldn't run the provisional worksheet trial balance. The radial button was not there to choose when I did have 2 batches provisionally posted. Should I print and clear the provisonal posting journal after posting provisionally - was that the problem?

Although actually if you provisonally post and find a problem, change a batch and want to provisionally post again, you would want it to clear the provisional postings before provisionally posting that batch again - so it should actually clear the previous batches before provisionally posting - shouldn't it.

As to the next year, current year issue I did have it prompt when posting a batch in next year even though the only provisionally posted batches were in the current year. It doesn't seem to have cleared them though despite the prompt that it would.

Yes, provisionally posted batches are cleared whenever another batch is posted to that year.

Have you been able to duplicate this problem and the exact steps taken when it occurred?

We haven't changed how this feature works in GL9 from how it worked in GL8.x, just that now you have another year you can post to.