Fiscal Year Variants
How this company cuts its fiscal years: the calendar year, twelve months from another month, 4-4-5 / 4-5-4 / 5-4-4 weeks or thirteen four-week periods, with optional special (adjustment) periods. A variant is fixed once a year cut with it has postings; add a new one for the years to come.
Where to find it
- Module: Accounting
- Group: Ledger
- Section: General Ledger
- Screen: Fiscal Year Variants
Address in the console: /accounting/fiscal-year-variants
List · 8 columns · 9 fields on its form · 3 of them required
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 |
|---|---|---|
| Variant | Code | code |
| Name | Text | name |
| Kind | Status | kind |
| Starts in month | Number | start_month |
| Special periods | Number | special_periods |
| Years | Number | year_count |
| Default | Yes or no | is_default |
| 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 |
|---|---|---|---|
| Code required | Text | A short name, e.g. CAL, FYAPR, R445. | |
| Name required | Text | ||
| How the year is cut required | Choice | Calendar year (January to December), Twelve months from a start month (e.g. April to March), 4-4-5 weeks (52/53-week year), 4-5-4 weeks (52/53-week year), 5-4-4 weeks (52/53-week year), Thirteen four-week periods | |
| The year starts in | Choice | January, February, March, April, May, June, July, August, September, October, November, December | A calendar year starts in January. A week-based year ends on the chosen weekday in the month before. |
| The year ends on a | Choice | Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday | |
| Which one | Choice | The last one in the month, The one nearest the month’s end | |
| Special (adjustment) periods | Number | 0 to 4, dated on the year’s last day, for audit and closing entries. | |
| Default for new years | Yes or no | ||
| Description | Long text |
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.