View, modify, and validate fiscal periods

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

Before you begin

Role required: fiscal_calendar_user

Procedure

  1. Navigate to System Definition > Fiscal Periods.
  2. Open any of the fiscal periods (see table for field descriptions) to view, modify, or deactivate.
    Figure 1. 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 Whether the fiscal period is active and can be used. Only open fiscal periods can be referred to by other records.
  3. Validate the fiscal periods to ensure there are no gaps and that they match a valid style of calendar.
    1. To validate, return to the list view of fiscal periods and click Validate Periods.