Generate a fiscal calendar

You can manually generate a fiscal calendar for a specified time period.

Before you begin

Role required: fiscal_calendar_admin

Procedure

  1. Navigate to Fiscal Calendar > Generate.
  2. Configure the form (see table).
  3. Click Generate Calendar.
  4. Navigate to System Definition > Fiscal Periods and verify that the monthly, quarterly, and annual fiscal period records exist.
    Figure 1. Fiscal Calendar form
    The Fiscal Calendar form
    Field Description
    Fiscal Calendar Types Select the type of calendar by clicking it. The options in the choice lists update automatically.
    Fiscal Unit Select the base unit for the calendar.
    Start Month Select the month that is the beginning of your fiscal year.
    Start Year Select the year.
    Prefix for Year Enter a prefix that the application uses in the name of the records that represent the fiscal year.
    Prefix for Quarter/Period Enter a prefix that the application uses in the name of the records that represent the fiscal quarter or period.
    Start Day Select the day that represents the beginning of each month.
    End Year Select the year the calendar ends.
    Prefix for Month/Period Enter a prefix that the application uses in the name of the records that represent the month or period.
    Attention: Once you start working with a set of financial data with a fiscal calendar type, you cannot change to another type of fiscal calendar. Be sure you can use your fiscal calendar with your financial data.