Accounting Period Deletion Restrictions

You can delete an accounting period, depending on the type of period and its relationship in the accounting period hierarchy. If you use fiscal calendars, additional restrictions apply. The general rules for deleting a period are shown in the following table.

Period Type

Restriction

Result

Base Period

Allowed only if the period has no transactions

Deletes the period.

With Multiple Calendars enabled, deletes the period from all fiscal calendars.

Quarter

Allowed

With Multiple Calendars disabled, deletes the quarter only if the base periods attached to the quarter have no transactions. If true, deletes the quarter and all its base periods.

With Multiple Calendars enabled, deletes the quarter and reassigns its base periods to the fiscal year.

Year

Allowed only if the year has no subperiods, or if its subperiods can be deleted

Deletes the year and all subperiods for that year.

For instructions to delete an accounting period, see Editing an Accounting Period.

For information about fiscal calendars, see Fiscal Calendars.

Related Topics

Manage Accounting Periods Page
Setting Up Accounting Periods for a Year
Setting Up Single Accounting Periods
Editing an Accounting Period
Viewing the Status of Accounting Period Changes
Accounting Period Setup

General Notices