Generate a fiscal calendar
You can generate a fiscal calendar for a specified time period.
Before you begin
Role required: fiscal_calendar_admin
About this task
Important: Once you start working with a set of financial data with a fiscal calendar type, you cannot change to another type of fiscal calendar. Verify that your fiscal calendar can be used with your financial data.
Note: Instead of generating fiscal calendars, can also use the Business Calendar functions to create fiscal calendars. To learn more about creating business calendars and schedules, see Creating business calendars.
Procedure
Navigate to All > Fiscal Calendar > Generate
In the Fiscal Calendar Types section, select the type of fiscal year calendar.
In the Fiscal Calendar Configuration section, fill in the fields.
| Field | Description |
|---|---|
| Fiscal Unit | Base unit for the calendar.- Month: Generate fiscal calendar with monthly periods. - Quarter: Generate fiscal calendar with quarterly periods. |
| Start Month | Month that is the beginning of your fiscal year. |
| Start Year | Starting year for the calendar. |
| Prefix for Year | Prefix that the application uses in the name of the records that represent the fiscal year. |
| Prefix for Quarter/Period | Prefix that the application uses in the name of the records that represent the fiscal quarter or period. |
| Start Day | Day that represents the beginning of each month. |
| End Year | Ending year for the calendar. |
| Prefix for Month/Period | Prefix that the application uses in the name of the records that represent the month or period. |
Select Generate Calendar.
Navigate to System Definition > Fiscal Periods and verify that the monthly, quarterly, and annual fiscal period records exist.
Parent Topic:Defining fiscal calendars