Overview
Use this tab to customize financial periods for the selected financial period calendar.
Screen Elements
Add (Ins)
Creates a new entry in the current table.
Actions menu
Generate Financial Periods: Opens the Generate Financial Periods dialog box.
Full Screen
Expands the current work area so it fills the entire display.
Prints the Grid View.
Search
Searches the view or dialog box for data matching the criteria entered into the box.
Row Actions menu
Add: Creates a new item.
Delete: Removes the selected item permanently.
Name field
The name chosen for the financial period.
Start Date field
The date the financial period begins.
Finish Date field
The date the financial period ends.
Download
Enables you to download the view as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all rows are downloaded.
Getting Here
- Click Administration.
- On the Administration navigation bar, click Enterprise Data.
- On the Enterprise Data page, expand Global and click Financial Periods.
- On the Financial Periods page, click Financial Periods tab.