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Administering Oracle CRM On Demand > Company Administration > Fiscal Calendar Administration > Managing Your Company’s Lists of Periods

Managing Your Company’s Lists of Periods

You can manage the lists of fiscal calendar periods for your company to limit the number of periods available for selection in the Period lookup window in, for example, business plan and objective records. This is useful, for example, because your company might require sales personnel to create quarterly business plans, while human resources personnel must only create yearly business plans.

To manage your company’s lists of periods you can:

• Create and refine lists of periods
• For each list of periods, define the search fields used in the Period lookup window.
• For each user role, define which lists are available in the Period lookup window.

Note: Users can only select lists of periods in the Period lookup windows if the Record-Type Lists in Lookup Windows menu on the company profile is set to Enabled. For more information about this menu and what it controls, see Searching for Records in Lookup Windows and Setting Up Your Company Profile and Global Defaults.

Managing the Lists of Periods

The following procedure describes how to manage your company’s lists of periods.

To manage the lists of periods

1. In the upper right corner of any page, click the Admin global link.
2. In the Company Administration section, click the Company Administration link.
3. In the Fiscal Calendar Administration section, click the Fiscal Period Administration link.
4. In the Period List page, select options from the Menu button as follows:
   • Record Count. Count the number of periods in the period list, see Counting Records in Lists.
   • Refine List. Refine the period list by specific criteria and save the list under a new name, see Creating and Refining Lists.
   • Save List. Save a list. When you click Save List, this brings you directly to a page with Save options.
   • Show List Filter. Show the key information for a list in the drop down menu, see View List Page. You can also access this page by clicking View in the Manage Lists page.
   • Manage Lists. Manage the period lists, see Manage Lists Page.
   • Create New List. Create a new filtered period list, see Creating and Refining Lists.

Defining the Period Search Layout

The following procedure describes how to define a search layout for a list of periods.

Before you begin. Your role must include the Customize Application privilege.

To define the period search layout

1. In the upper-right corner of any page, click the Admin global link.
2. In the Application Customization section, click the Application Customization link.
3. In the Record Types Setup section, click Period.
4. In the Period Application Customization page click Period Search Layout.
5. Define the search layout.

   For more information on creating search layouts, see Managing Search Layouts.

Defining the Lists of Periods Available for Each Role

The following procedure describes how to define which lists of periods are available for each role.

Before you begin. Your role must include the Customize Application privilege.

To define the lists of periods available for each role

1. In the upper-right corner of any page, click the Admin global link.
2. In the Application Customization section, click the Application Customization link.
3. In the Record Types Setup section, click Period.
4. In the Period Application Customization page click Period List Access & Order.
5. For each role, define which lists are available and the order of the lists.

   For more information on managing list access and the display order for each role, see Managing List Access and List Order.