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Version: 1.22.3

Fiscal Periods

The table contains fiscal periods that you can select when registering and managing purchases and related tasks. You can refer to these fiscal period records in the Purchase Request (purchase_request) and Demand (demand) records.

The out-of-the-box solution contains the periods of all levels from 2021 to 2024.

Fiscal Period form fields

NameYEnter the name of the fiscal period.
TypeYSelect the period type. Available options:
  • Month
  • Quarter
  • Year
Parent fiscal periodNSpecify the parent fiscal period, if any.
ActiveNSelect the checkbox to activate the record. The records with the checkbox cleared are not available for selection.
Start dateYSpecify the start date of the fiscal period.
End dateYSpecify the end date of the fiscal period.

Related Lists

Child Fiscal Periods – the list contains records of child fiscal periods.

Create a fiscal reriod

To create a new fiscal period record, follow these steps:

  1. Navigate to the Fiscal Periods (fiscal_period) table.
  2. Click New and fill in the fields.
  3. Click Save or Save and exit to apply the changes.