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Tis’ the season for the 12 steps of Fiscal year planning for the 12 periodsof the fiscal year, to ensure you enjoy the 12 days of Christmas…

IF

  • at (Financial Management/General Ledger/ Setup/Fiscal Calendar/ Selected Calendar) Latest FY = Current FY+1

THEN

  • Go to the Twelfth Step of Fiscal Year planning

ELSE

  1. Add a New Fiscal year
  2. Enter End Date
  3. Save
  4. Check Number of periods and closing periods for accuracy (check for period 13 requirements)
  5. Go to Actions. If a Calendar period THEN Generate Periods
  6. Check data accuracy
  7. Generate Periods
  8. Save and Exit ELSE
  9. at (Fiscal Year/Fiscal Period/List tab)
  10. Enter period date ranges needed
  11. Save and Exit
  12. Have a Happy New Year!
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