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Setup Questions Fiscal Years

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task.

Field List

Refer to the following field list for more information: Fiscal Years Grid.

Instructions

1. Print this topic. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on this page.
4. Use your answers to set up the system.

Note

Only editable fields are shown here. Refer to Calendars Overview for more information.

Questions for Fiscal Years

Starting Fiscal Year / Select Fiscal Year to Create:

What is the fiscal year that I want to create?

Enter a year: ________________________________

Next you select from the grid the Fiscal Calendar to set up using the rest of this questionnaire.

Start Date / End Date:

Do I want to use the default Start Date / End Date for each period or use different dates? If applicable, enter new dates. Refer to Fiscal Year fields list for more information.

Enter dates for Period  1: __________  ____________

Enter dates for Period  2: __________  ____________

Enter dates for Period  3: __________  ____________

Enter dates for Period  4: __________  ____________

Enter dates for Period  5: __________  ____________

Enter dates for Period  6: __________  ____________

Enter dates for Period  7: __________  ____________

Enter dates for Period  8: __________  ____________

Enter dates for Period  9: __________  ____________

Enter dates for Period 10: __________  ____________

Enter dates for Period 11: __________  ____________

Enter dates for Period 12: __________  ____________

If you want to use 13 periods, what are the Start Date and End Date for the 13th period?

Enter dates for Period 13: __________  ____________

Active:

The system checks the Active box for all periods by default. Do I want to change the active status of a period?
 

Circle one:

Period  1: Yes    No

Period  2: Yes    No

Period  3: Yes    No

Period  4: Yes    No

Period  5: Yes    No

Period  6: Yes    No

Period  7: Yes    No

Period  8: Yes    No

Period  9: Yes    No

Period  10: Yes    No

Period  11: Yes    No

Period  12: Yes    No

Period  13: Yes    No

See Also

Calendars Overview