View fiscal periods

After you generate a fiscal calendar, you can view fiscal period records and modify the start or end date or inactivate a fiscal period if necessary.

Before you begin

Role required: cost_transparency_admin

Procedure

  1. Navigate to System Definition > Fiscal Periods.
  2. Open any of the fiscal periods (see table for field descriptions).
    Figure 1. The Fiscal period form
    The Fiscal period form
    Table 1. Fiscal period form fields
    Field Description
    Name The name of the fiscal period.
    Start date time The date the fiscal period starts.
    End date time The date the fiscal period ends.
    Fiscal Type [Read-Only] The type of period, either Year or Quarter.
    Open If the fiscal period is active and can be used. Only open fiscal periods can be referred to by other records.
  3. To validate the periods and be sure there are no gaps and that they match a valid style of calendar, go back to the list view of fiscal periods and click Validate Periods.