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

1. Navigate to All > Fiscal Calendar > Generate
2. In the Fiscal Calendar Types section, select the type of fiscal year calendar.

   

3. 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.

4. Click Generate Calendar.
5. Navigate to System Definition > Fiscal Periods and verify that the monthly, quarterly, and annual fiscal period records exist.