General ledger> Setup> Periods> Periods

Use this form to create or edit fiscal periods and define which user groups can update each module.

Note
All journals belong to the Ledgersection, and the user groups that are defined for the Ledgersection apply. If the Vendorsection status is set to None, you can still update, for example, Invoice journal. A closed or year closed period cannot be reopened.

Note

All journals belong to the Ledgersection, and the user groups that are defined for the Ledgersection apply. If the Vendorsection status is set to None, you can still update, for example, Invoice journal.

A closed or year closed period cannot be reopened.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
Overview tab	Create and view fiscal periods. During the posting process, the setting in the Statusfield is checked to ensure that daily journals are posted to open fiscal periods.
General tab	View the Overviewtab information for the fiscal period that is selected on the Overviewtab.
Module status	Define which user groups can update each module.

Buttons

Button	Description
Create new fiscal year	Create a fiscal year in continuation of the last fiscal year. Transactions cannot be posted until the fiscal year has been created.
Divide period	Divide period into two.
Create closing period	Create a closing period in the fiscal year.
Delete period	Delete a period in the fiscal year. Transactions are not deleted.
Delete fiscal year	Delete an existing fiscal year. Transactions are not deleted.
Recalculate period balances	If the periods of a fiscal year with transactions have changed, recalculate period balances.

Fields

Field	Description
Start	Enter or view the date to delimit the transactions included in the period.
Period code	This field is specified automatically in connection with the setup of periods. The possible values are Opening, Normal, and Closing.
End	Automatically created end date for the current period.
Status	Indicates the status of the current period.
Comments	Enter any comments to the current period.
Ledger	Specify the module status. Select from the following options: All– All users are authorized to update the module. None– No users are authorized to update the module. User group– The user group defined in the User group ledgerfield is authorized to update the module.
Sales tax	Specify the module status. Select from the following options: All– All users are authorized to update the module. None– No users are authorized to update the module. User group– The user group defined in the User group ledgerfield is authorized to update the module.
Bank	Specify the module status. Select from the following options: All– All users are authorized to update the module. None– No users are authorized to update the module. User group– The user group defined in the User group ledgerfield is authorized to update the module.
Customer	Specify the module status. Select from the following options: All– All users are authorized to update the module. None– No users are authorized to update the module. User group– The user group defined in the User group ledgerfield is authorized to update the module.
Vendor	Specify the module status. Select from the following options: All– All users are authorized to update the module. None– No users are authorized to update the module. User group– The user group defined in the User group ledgerfield is authorized to update the module.
Sales order	Specify the module status. Select from the following options: All– All users are authorized to update the module. None– No users are authorized to update the module. User group– The user group defined in the User group ledgerfield is authorized to update the module.
Purchase order	Specify the module status. Select from the following options: All– All users are authorized to update the module. None– No users are authorized to update the module. User group– The user group defined in the User group ledgerfield is authorized to update the module.
Inventory	Specify the module status. Select from the following options: All– All users are authorized to update the module. None– No users are authorized to update the module. User group– The user group defined in the User group ledgerfield is authorized to update the module.
Production	Specify Module status. Select from the following options: All– all users are authorized to update the module. None– no users are authorized to update the module. User group– the User groupdefined in User group ledgeris authorized to update the module.
Project	Specify Module status. Select from the following options: All– all users are authorized to update the module. None– no users are authorized to update the module. User group– the User groupdefined in User group ledgeris authorized to update the module.
Fixed assets	Specify Module status. Select from the following options: All– all users are authorized to update the module. None– no users are authorized to update the module. User group– the User groupdefined in User group ledgeris authorized to update the module.
Cost accounting	Specify the module status. Select from the following options: All– All users are authorized to update the module. None– No users are authorized to update the module. User group– The user group defined in the User group ledgerfield is authorized to update the module.
User group ledger	If that the module status is User group, select the user group that can post to in the module within the given period. This is useful, for example, at the beginning of a new period to assure that only a group of users do the last postings in the old period, while other groups continue working only in the new period.
User group sales tax	If that the module status is User group, select the user group that can post to in the module within the given period. This is useful, for example, at the beginning of a new period to assure that only a group of users do the last postings in the old period, while other groups continue working only in the new period.
User group bank	If that the module status is User group, select the user group that can post to in the module within the given period. This is useful, for example, at the beginning of a new period to assure that only a group of users do the last postings in the old period, while other groups continue working only in the new period.
User group customer	If that the module status is User group, select the user group that can post to in the module within the given period. This is useful, for example, at the beginning of a new period to assure that only a group of users do the last postings in the old period, while other groups continue working only in the new period.
User group vendor	If that the module status is User group, select the user group that can post to in the module within the given period. This is useful, for example, at the beginning of a new period to assure that only a group of users do the last postings in the old period, while other groups continue working only in the new period.
User group sales order	If that the module status is User group, select the user group that can post to in the module within the given period. This is useful, for example, at the beginning of a new period to assure that only a group of users do the last postings in the old period, while other groups continue working only in the new period.
User group purchase order	If that the module status is User group, select the user group that can post to in the module within the given period. This is useful, for example, at the beginning of a new period to assure that only a group of users do the last postings in the old period, while other groups continue working only in the new period.
User group inventory	If that the module status is User group, select the user group that can post to in the module within the given period. This is useful, for example, at the beginning of a new period to assure that only a group of users do the last postings in the old period, while other groups continue working only in the new period.
User group production	If that the module status is User group, select the user group that can post to in the module within the given period. This is useful, for example, at the beginning of a new period to assure that only a group of users do the last postings in the old period, while other groups continue working only in the new period.
User group project	If that the module status is User group, select the user group that can post to in the module within the given period. This is useful, for example, at the beginning of a new period to assure that only a group of users do the last postings in the old period, while other groups continue working only in the new period.
User group fixed assets	If that the module status is User group, select the user group that can post to in the module within the given period. This is useful, for example, at the beginning of a new period to assure that only a group of users do the last postings in the old period, while other groups continue working only in the new period.
User group, cost accounting	If that the module status is User group, select the user group that can post to in the module within the given period. This is useful, for example, at the beginning of a new period to assure that only a group of users do the last postings in the old period, while other groups continue working only in the new period.

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