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

Note Note

All journals belong to the section, and the user groups that are defined for the section apply. If the section status is set to , you can still update, for example, .

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 field is checked to ensure that daily journals are posted to open fiscal periods.

General tab

View the tab information for the fiscal period that is selected on the tab.

Define which user groups can update each module.

Buttons

Button

Description

Create a fiscal year in continuation of the last fiscal year. Transactions cannot be posted until the fiscal year has been created.

Divide period into two.

Create a closing period in the fiscal year.

Delete a period in the fiscal year. Transactions are not deleted.

Delete an existing fiscal year. Transactions are not deleted.

If the periods of a fiscal year with transactions have changed, recalculate period balances.

Fields

Field

Description

Enter or view the date to delimit the transactions included in the period.

This field is specified automatically in connection with the setup of periods. The possible values are , , and .

Automatically created end date for the current period.

Indicates the status of the current period.

Enter any comments to the current period.

Specify the module status.

Select from the following options:

  • – All users are authorized to update the module.

  • – No users are authorized to update the module.

  • – The user group defined in the field is authorized to update the module.

Specify the module status.

Select from the following options:

  • – All users are authorized to update the module.

  • – No users are authorized to update the module.

  • – The user group defined in the field is authorized to update the module.

Specify the module status.

Select from the following options:

  • – All users are authorized to update the module.

  • – No users are authorized to update the module.

  • – The user group defined in the field is authorized to update the module.

Specify the module status.

Select from the following options:

  • – All users are authorized to update the module.

  • – No users are authorized to update the module.

  • – The user group defined in the field is authorized to update the module.

Specify the module status.

Select from the following options:

  • – All users are authorized to update the module.

  • – No users are authorized to update the module.

  • – The user group defined in the field is authorized to update the module.

Specify the module status.

Select from the following options:

  • – All users are authorized to update the module.

  • – No users are authorized to update the module.

  • – The user group defined in the field is authorized to update the module.

Specify the module status.

Select from the following options:

  • – All users are authorized to update the module.

  • – No users are authorized to update the module.

  • – The user group defined in the field is authorized to update the module.

Specify the module status.

Select from the following options:

  • – All users are authorized to update the module.

  • – No users are authorized to update the module.

  • – The user group defined in the field is authorized to update the module.

Specify .

Select from the following options:

  • – all users are authorized to update the module.

  • – no users are authorized to update the module.

  • – the defined in is authorized to update the module.

Specify .

Select from the following options:

  • – all users are authorized to update the module.

  • – no users are authorized to update the module.

  • – the defined in is authorized to update the module.

Specify .

Select from the following options:

  • – all users are authorized to update the module.

  • – no users are authorized to update the module.

  • – the defined in is authorized to update the module.

Specify the module status.

Select from the following options:

  • – All users are authorized to update the module.

  • – No users are authorized to update the module.

  • – The user group defined in the field is authorized to update the module.

If that the module status is , 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.

If that the module status is , 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.

If that the module status is , 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.

If that the module status is , 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.

If that the module status is , 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.

If that the module status is , 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.

If that the module status is , 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.

If that the module status is , 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.

If that the module status is , 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.

If that the module status is , 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.

If that the module status is , 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.

If that the module status is , 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.