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Financial Period/year Maintenance

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On this tab the following fields can be viewed:

 

hmtoggle_plus1Add

The user must have a security profile linked to the function Company Calendar with an access allowed of Add.

 

The "Add" button is enabled when a new financial period is entered.  When the "Add" button is clicked, the financial period is updated on the Financial Period table.

hmtoggle_plus1Add

The user must have a security profile linked to the function Company Calendar with an access allowed of Add.

 

When a new financial year is added it is inserted in the Financial Year table.

hmtoggle_plus1Change

When the "Change" button is clicked, the Financial Period table is updated with the new financial year.

hmtoggle_plus1Delete

The user must have a security profile linked to the function Company Calendar with an access allowed of Delete.

 

The financial year is deleted from the Financial Year table.  This operation will not be performed if this Financial Year

exists on any of the following tables:

 

Table Name

 Field Name

Part Financial Year Data

 Financial Year

Financial Period

 Financial Year

hmtoggle_plus1Delete

The user must have a security profile linked to the function Company Calendar with an access allowed of Delete.

 

The "Delete" button is enabled when a financial period is selected. When the "Delete" button is clicked, the financial period is deleted from the Financial Period table.

 

This operation will not be performed if the Financial Period exists on any of the following tables:

 

Table Name

 Field Name

Company Calendar

 Financial Period

Material Budget

 Financial Period

Labour Budget

 Financial Period

Account Budget

 Financial Period

Hand Journal

 Posting Period

Hand Journal

 Reversal Period

Journal Correction Source

 Financial Period

Journal Correction Source

 Effective Posting Period

hmtoggle_plus1Financial Period

It is populated with the financial period from the Financial Period table.

 

The number of characters to be entered before the list is shown is governed by the value of "populate length" (mandatory).

 

A financial period may be 1 week, 4 weeks etc depending on the amount of financial control needed.  Specific calendar days are linked to the financial period.

hmtoggle_plus1Financial Year

It is populated with the financial year from the Financial Year table. The number of characters to be entered before the list is shown is governed by the value of "populate  length" (mandatory).

 

It represents a period in the business cycle of a company (typically one calendar year).  The beginning and end of a financial year is determined by the financial periods linked to it.