Fiscal Year Record View
- Emma Greenwood
- Tom Williams
- Tatum Garino (Unlicensed)
Fiscal Periods represent budgetary or accounting periods that fall within Fiscal Years. These often match the calendar where there are 12 periods, matching the calendar months. In organization where the fiscal year does not match the calendar year, Fiscal Periods may or may not match the number of days in a calendar month. Every transaction that posts to the general ledger contains a 'GL Date' and that date identifies both the Fiscal Year and Fiscal Period the transaction was posted to the general ledger in.
The Fiscal Year Record View will be completely disabled when the Fiscal Year is closed.
Software Version: 2023.08.31 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Delete | Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help |  Opens the online WIKI help page for the current page. |
| New | Allows the user to create a new master file record or transaction by opening a blank record view page. This icon is always enabled. |
| Save | Saves the changes made to the record.
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| Fields | 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:
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| Start Date | Identifies the date the Fiscal Year begins. This is system assigned and cannot be edited. |
Page Details
Note: The columns are shown in the sequence they appear on the page, not alphabetized.
| Column Headers | Description |
|---|---|
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Period | Fiscal Periods represent budgetary or accounting periods that fall within Fiscal Years. These often match the calendar where there are 12 periods, matching the calendar months. In organization where the fiscal year does not match the calendar year, Fiscal Periods may or may not match the number of days in a calendar month. Every transaction that posts to the general ledger contains a 'GL Date' and that date identifies both the Fiscal Year and Fiscal Period the transaction was posted to the general ledger in. 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:
This is required and must be > the previous Periods 'Start Date' and is always editable to any value > the previous Periods 'Start Date'.
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| 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.
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| 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.
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| 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.
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