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

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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). The bolded view is the default view, which will determine the view will automatically display in when opened.
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. It is only necessary to click the Save button when a change is detected on the page. When a change has been made, a ‘ + ‘ character is displayed prior to the page name in the page title bar (light blue bar in the upper left corner of the page). Clicking Save reloads the page.
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: 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.

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. This is not used for this page.
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: 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.

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Related Topics

Page Definitions

Technical Details

Stored Procedures:
dbo.SPx_INTEG_GPGLFiscalPeriod
dbo.SPx_MFSEL_DistinctFiscalPeriodLookup

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