View, modify, and validate fiscal periods - Legacy

After you generate a fiscal calendar, you can view fiscal period records, modify the start and end date, deactivate a fiscal period if necessary, and validate.

시작하기 전에

Role required: fiscal_calendar_user

프로시저

1. Navigate to All > System Definition > Fiscal Periods.
2. Open any of the fiscal periods (see table for field descriptions) to view, modify, or deactivate.

   표 1. Fiscal period form

   Field	Description
   Name	Name of the fiscal period.
   Start date time	Date the fiscal period starts.
   End date time	Date the fiscal period ends.
   Fiscal Type	[Read-Only] Type of period, either Year or Quarter.

3. Validate the fiscal periods to ensure that there are no gaps and that they match a valid style of calendar.
   1. To validate, return to the list view of fiscal periods and click Validate Periods.