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Description

# Periods

Identifies the number of periods in the Fiscal Year. This can only be edited when a new Fiscal Year is being created. Once the new Fiscal Year has been saved, this cannot be edited.

End Date

Identifies the date the Fiscal Year ends. This can only be edited when a new Fiscal Year is being created. Once the new Fiscal Year has been saved, this cannot be edited.

Fiscal Year

Identifies the Fiscal Year. On new, this defaults to the next year. Once the new Fiscal Year has been saved, this cannot be edited.

Posting Status

Identifies the status of the Fiscal Year.  This is a system assigned value that includes:

• Open: You can have as many 'Open' Years as needed. 

• Closed: Auto assigned by the Year-End Close process to the newest 'Closed' Fiscal Year. 

• Archived: Auto assigned by the Year-End Close process to all the closed Fiscal Years, except the newest.

Start Date

Identifies the date the Fiscal Year begins. This is system assigned and cannot be edited.

Checkbox

Period

A textbox that defaults from 1 thru the # Periods in the Fiscal Year (e.g., typically 12). This is required and is not editable. 

Database Field: ERPx_MFFiscalPeriod.PeriodID

Period Name

Identifies the user-friendly name of the Period. This is a textbox that defaults as Period + Period (e.g., Period 3). This is required and must be unique within a Fiscal Year. This is always editable to any value <= 150 characters. This is not used for anything other than information.

Database Field: ERPx_MFFiscalPeriod.PeriodName

Start Date

Identifies the date the Fiscal Period begins. This is a textbox that defaults as follows:

• Period 1: One day after the 'End Date' of the previous Fiscal Year.

• Period 2 -x: One day after the 'End Date' of the previous Fiscal Period

This is required and must be > the previous Periods 'Start Date' and is always editable to any value > the previous Periods 'Start Date'.

 Fiscal Period Start Dates will only auto fill for a new Fiscal Year if the Fiscal Year starts on January 1 and ends on December 31 and has 12 Fiscal Periods.

End Date

Displays the end date of the period. This field is automatically populated as one day less than the next Fiscal Periods Start Date. This is auto assigned and cannot be edited.

 Fiscal Period End Dates will only auto fill for a new Fiscal Year if the Fiscal Year starts on January 1 and ends on December 31 and has 12 Fiscal Periods.

Open/Close All

A checkbox that toggles all the Functional Areas, for a given Fiscal Period, as Open/Closed for posting. 

Financial Closed

Identifies whether the Period is open or closed for posting from the Financial Functional Area. If checked, the Fiscal Period is closed for the Functional Area, if unchecked it is open for posting.

Sales Closed

Identifies whether the Period is open or closed for posting from the Sales Functional Area. If checked, the Fiscal Period is closed for the Functional Area, if unchecked it is open for posting.

Purchasing Closed

Identifies whether the Period is open or closed for posting from the Purchasing and Fisherman Accounting Functional Areas. If checked, the Fiscal Period is closed for the Functional Area, if unchecked it is open for posting.

Inventory Closed

Identifies whether the Period is open or closed for posting from the Sales Functional Area. If checked, the Fiscal Period is closed for the Functional Area, if unchecked it is open for posting.

 There is no NorthScope functionality that is tied to this setting. 

Payroll Closed

Identifies whether the Period is open or closed for posting from the Payroll Functional Area. If checked, the Fiscal Period is closed for the Functional Area, if unchecked it is open for posting.

 There is no NorthScope functionality that is tied to this setting.