Fiscal Periods
The periods each fiscal year is cut into. A period’s code and dates can be corrected until its year has postings; opening and closing it is always possible. Generate them under Fiscal Years.
Where to find it
- Module: Accounting
- Group: Ledger
- Section: General Ledger
- Screen: Fiscal Periods
Address in the console: /accounting/fiscal-periods
List · 9 columns · 7 fields on its form · 3 of them required · 3 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Period | Code | period_code |
| Start | Date | start_date |
| End | Date | end_date |
| Status | Status | status |
| Fiscal year | Code | fiscal_year |
| No. | Number | period_no |
| Quarter | Number | quarter_no |
| Special | Yes or no | is_special |
| Locked because | Text | locked_reason |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Period required | Text | e.g. 2026-08, or 2027-01 for the first period of a week-based year. | |
| Start required | Date | ||
| End required | Date | ||
| Fiscal year | Choice | Looked up from existing records | |
| Period number | Number | ||
| Quarter | Number | ||
| Special (adjustment) period | Yes or no |
What you can do here
Close period
Asks for confirmation: Close this period? Postings dated inside it will be rejected.
Soft close
Asks for confirmation: Soft-close this period? Only the roles named in Finance Automation Settings (the controller by default) may still post into it.
Open again
Open the period to everyone again
Asks for: Why
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.