Open topic with navigation

Setup Questions for Property Periods Tabs - Standard Setup

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. A field list follows the questions should you need additional information to answer a question.

Instructions

1. Print this topic—one set of questions for each property you want to add. 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. Enter a response or circle your answer. If circling, use a highlight marker to select an If statement that matches your response. The If statement tells you what you should do on the tab in the system.
5. Use your answers to set up each property.

Periods Tab—A/P

Current Period (Period and Year)

What is the current accounts payable period for this property?

Enter a two-digit period (1-12 or 13): _______________________

Enter a four-digit year: __________________________________

Calendar

What Calendar do I want to use for this property?

Enter a Calendar ID: ____________________________________

Refer to Calendars for more information.

A/P Posting Rule Entity and Calendar Info

These are display-only fields, automatically filled from the Posting Rules.

Periods Tab—A/R

Current Period (Period and Year)

What is the current accounts receivable period for this property?

Enter a two-digit period (1-12 or 13): ____________________

Enter a four-digit year: _______________________________

Calendar

What Calendar do I want to use for this property?

Enter an ID: _______________________________________

A/R Posting Rule Entity and Calendar Info

These are display-only fields, automatically filled from the Posting Rules.

Navigation

Introduction

Setup Plan Introduction

Setup Sequence