Open topic with navigation
Change EntityCompany
Calendar
Make the following menu selections to display this tab:
eFinancials—Special—Housekeeping—Change EntityCompany
Calendar or
ePO—Special—Housekeeping—Change EntityCompany
Calendar
Use this tab to change the calendar associated with an
EntityCompany.
Note
This topic refers to changing the calendar for Properties
or Companies, based on whether your system is set up to use Standard
Setup or Simplified Setup.
Correct Balances and a Year End P & L Journal Entry
When changing your calendars, complete the following
tasks to get the correct beginning/ending balances and a Year End P &
L journal entry:
*
Change the property calendar.
*
Change the entity calendar.
*
If changing the calendar causes transactions to be moved into a different
calendar year, 
re-run the GL Year End Close process
to update the new profit and/or loss amounts, and the next year's beginning
balances.
To re-run the GL Year End Close process:
- On the Setup
Entities Tab,
set the Current Period and Year to the last period and year being re-closed.
- Re-open the first
period of the next year by setting the period to Active
on Active GL Periods Tab.
- Repeat this process
for all years being re-closed.
Correct Balances and a Year End P & L Journal Entry
When changing your calendars, complete the following
tasks to get the correct beginning/ending balances and a Year End P &
L journal entry:
*
Change the company calendar.
*
If changing the calendar causes transactions to be moved into a different
calendar year, re-run the GL Year End Close process
to update the new profit and/or loss amounts, and the next year's beginning
balances.
To re-run the GL Year End Close process:
- On the Setup
Companies Tab,
set the Current Period and Year to the last period and year being re-closed.
- Re-open the first
period of the next year by setting the period to Active
on Active GL Periods Tab.
- Repeat this process
for all years being re-closed.
Fields
Note
An asterisk (*) indicates
a required field.
EntityCompany
ID *
Type the EntityCompany
ID for which you want to change the calendar. Or, click the Lookup icon
to select an EntityCompany
ID.
From Calendar ID
The current calendar associated with the EntityCompany
is automatically populated.
To Calendar ID *
Type the ID of the calendar you want to associate
with the EntityCompany.
Or, click the Lookup icon to select the Calendar ID.
Delete Beginning Balances
If you want all of the accounts' beginning balances
to be deleted (set to 0.00), select this check box. Otherwise, leave this
check box cleared.
Note
If this check box is not
selected, the beginning balances for the accounts will be copied.
To Change an EntityCompany
Calendar
- From the menu, select
Special—Housekeeping—Change EntityCompany Calendar.
- In theEntityCompany ID field, type the EntityCompany
ID for which you want to change the calendar. Or, click the Lookup icon
to select an EntityCompany
ID. The From Calendar ID field is automatically populated with the current
calendar ID for the EntityCompany.
- In the To
Calendar ID field type the Calendar ID you want to apply for the
EntityCompany.
Or, click the Lookup icon to select the calendar you want to use.
- If you want to delete
beginning balances when changing the calendar, select the Delete
Beginning Balances check box.
- Click Process.
A confirmation message appears.
- Click OK.
A success message appears.
Note
The Calendar field is automatically updated on the Setup
Entities TabSetup
Companies Tab.
- Click OK.
See
Also
Housekeeping Overview
Change
Property Calendar
Calendar Overview
Calendars
and Closings