Financial Period tab of the Financial Period Calendars Page

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.

Print

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 data 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

  1. Click Administration.
  2. On the Administration navigation bar, click Enterprise Data.
  3. On the Enterprise Data page, expand Global and click Financial Periods.
  4. On the Financial Periods page, click Financial Periods tab.

Last Published Wednesday, July 10, 2024