Restriction and Automation Rules Governing Accounting Period Changes

When you add, delete, or modify accounting periods, NetSuite attempts to adjust the rollup hierarchy across all fiscal calendars and prevent creating standalone periods. Restriction and automation rules run in the background to simplify managing accounting periods though preserving the integrity of the accounting period structure.

Modifying an accounting period is generally prohibited if doing so removes an existing parent/child without reestablishing a new one.

When you create, update, or delete base or aggregate periods, NetSuite automatically attempts to find the logical parent for a period in the accounting period rollup and across all existing fiscal calendars to prevent creating a standalone period.

You are restricted from making a change if the change disrupts the accounting period rollup. The general rules that affect rollups are:

Related Topics

Fiscal Calendars
Enabling Multiple Calendars
Creating a Fiscal Calendar
Setting Up Accounting Periods for a Full Year for Subsidiaries
Setting Up Single Accounting Periods for Subsidiaries
Adjustment Periods
Multiple Calendars with Other NetSuite Features
Searching Fiscal Calendars

General Notices