Setup Fiscal Years Grid

Make the following menu selections to display this grid:

eFinancials (or ePO)—Setup—Global Setup—Fiscal Years

Use this grid to manage fiscal years. Use caution when selecting the number of periods for a fiscal year. After you leave the periods page, the system prevents you from changing the number of periods for the fiscal year. Refer to Fiscal Years Overview for more information.

ClosedFields

The following fields and buttons appear on the grid.

Header

Selected Calendar

Use this button to display the associated calendar in the grid. These calendars are set up in Setup––Global Setup––Calendars.

Add Year Button

Use this button to add a fiscal year and associate periods. Refer to the add instructions later in this topic.

Find Year

Enter a year, and then select the Find button. The items that are the nearest match to your entry display in the grid below. If a drop-down list displays, you can select from the list, and then click the Find button.

Go Button

Use the Page field and the Go Button to display additional pages when the list of entries in the grid is longer than one page.

Grid

Year

The fiscal year identification that appears on lists and in reports. Click this column title to sort the list.

Delete  

Use the Delete button to delete a fiscal year and all associated periods. Refer to the delete instructions later in this topic.

Tasks to Complete

Add Fiscal Years and Associated Periods

Edit Periods

Delete Fiscal Year

See Also

Cancel Button

Navigation

Setup Introduction

ePO Introduction