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What Fetching Does

A Financial Period is a record that represents an accounting date range you want to close out, such as a calendar month. A Financial Event Line is a single ledger entry tied to a parent Financial Event, which comes from an order or a payment. Fetching is the first step in closing a period. When you click Fetch, fusionCore finds every succeeded Financial Event Line whose event date falls inside the period’s Start Date and End Date, then links each line to the period. After a fetch, you can review the gathered lines and move on to locking the period.
fusionCore organizes the supporting financial data for an accounting timeframe; it does not post journal entries or debits and credits. Your general ledger system creates journal entries by importing the data fusionCore provides.

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Before You Start

  • The period’s Status must be Open. Fetch is unavailable on a Closed period.
  • No other fetch or lock job can be running on the same period at the same time.

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How to Fetch Financial Event Lines

1

Open the Financial Period record

From the list view, click the name of the Financial Period you want to fetch.
Financial Period list view with a period name to open

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2

Click Fetch

At the top right-hand side of the record, click Fetch.
Fetch button at the top right of a Financial Period record
3

Wait for the success message

The fetch runs as a background job. When it finishes, a pop-up appears with a success message.
Success pop-up after a fetch completes
4

Refresh to see the linked lines

Refresh the page. The gathered Financial Event Lines now appear linked to the period.
Financial Event Lines linked to the Financial Period after refresh

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How to Confirm the Result

You can check progress without watching the pop-up:
  • Batch Job Status moves through Processing Fetch and lands on Completed Fetch when the job succeeds, or Fetch Error if it fails.
  • If the job fails, the Batch Job Error Message section on the record shows the detail.

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Limitations and Common Pitfalls

  • Fetch only picks up succeeded, in-range lines. A line is linked only when its parent Financial Event has a status of Succeeded and a succeeded date inside the period’s date range. Non-succeeded or out-of-range lines are skipped silently. If a line should have been linked but was not, locking the period will later fail.
  • Fetch needs an Open period. If the period is Closed, the Fetch button reports that the action is available only for Open Financial Periods. A closed period cannot be re-fetched from this button.
  • One job at a time. You cannot start a second fetch or a lock while a job is still running. Wait for Batch Job Status to leave the Processing state.
  • Fetch links, it does not lock. Fetching only associates lines with the period. The lines stay editable until you lock the period.