3.4.2.2.2 Compile Fiscal Periods

To assign a year or a fiscal year to the fiscal periods of the legal entity, use the Compile Fiscal Periods process. During deployment, the administrator can set up Compile Fiscal Periods using this procedure, or, after deployment.
To compile a set of fiscal periods for a year, perform the following steps:
  1. To navigate to the Fiscal Period Settings screen, on the Home page, click on User Menu > Administration > Fiscal Period.
    The Fiscal Period Settings page is displayed.
  2. Click the Compile tab.

    Note:

    If the fiscal period added in the setup page does not match with the compile date range, the system displays an error message Error occured while getting fiscal periods.
  3. Click Start Dateand choose the required start date.
  4. Click End Date and choose the required end date.

    Note:

    Once a start date has been compiled, you cannot load data for earlier dates. Attempting to do so will result in a data ingestion failure due to partition restrictions.
  5. Click Compile to generate a date dimension and fiscal calendar for the selected date range.
    The selected date range is generated.