Setting the Period POV

The Data Management administrator controls which accounting period is active for all users. This feature prevents users from inadvertently loading data into incorrect periods. When you log on to Data Management, the application identifies the global period value and automatically sets the POV to the current value.

To select another Period POV:

1. On the Workflow tab, under Data Load, select Data Load Workbench.
2. From the POV bar, double-click the Location field.
3. From Select Point of View, in Period, enter a full or partial string for the new period, and then click OK.
4. Optional: To search on another period, from the Period drop-down, click More, navigate to the period on the Search and Select: period screen, and then click OK.
5. Optional: In Select Point of View, select Set as Default to use the new period as the default period.

   When a new POV selection is set as a default, the user profile is updated with the default selection.

6. Click OK.