This viewer provides fiscal period information for gl reporting and for DB Analytics and Time Slotting .
IMPORTANT: Only Global Users (Security Id blank) should create/maintain these records.
Required for User Defined GL Reports and DBAnalytics.
Tip: Create a beginning reporting period
Note that you must define a GL Reporting period with the id beginning. Fill in the End Date with the last date before your actual data starts. The Start Date should correspond to the beginning of the year you are loading – not the blank date.
DB Analytics:
GL Reporting Periods should be created and maintained through the end of the current and following year to provide appropriate Calendar Date/Fiscal period information (see Calendar Date ). In particular, if a ‘beginning’ period was established for loading data, the Start Date should be set to the beginning of the loading year, not the ‘blank’ date (01011900). See DB Analytics Overview for detailed information on this module.
Time Slotting:
GL Reporting Periods are also required to enable the date calculation for Time Slotting.
Reporting Period Id:
Uniquely identifies this record. This field is required.
Reporting Period Description:
This optional field provides a brief description of this record.
Year:
The fiscal year.
Period:
The fiscal month.
Start Date: End Date;
Defines the Starting and Ending Dates (inclusive) of this period. Note that reporting periods should never overlap. These fields can be used to calculate the number of weeks in this period. Validation ensures that the End Date does NOT precede the Start Date when the record is saved.
Report Title:
This display field is generated by the system based on the Fiscal Year and Date fields when a new record is added.