Creation FYs/Periods

The creation utility for financial years and periods generates the financial years and periods for a ledger company/type pair on a same model.
This utility must be launched when manually adding a new ledger type. The new ledger type will de divided in the same way as the main ledger, its starting date will correspond to the first fiscal year date which has been entered in the "Accounting" tab of the company record.
The fiscal year of the new ledger type will always be 'open', except if the fiscal year report is 'not open'. In this case, the fiscal year report of the new ledger will be 'not open'.

The utility application of fiscal years and periods generation takes part in the process of adding a new ledger type in a model during operation. The user can refer to the Generate entries function for the general functionning of the process.

Prerequisite

Refer to documentation Implementation

Screen management

Entry screen

Criteria

Company (field CPY)

Company to which a new type of ledger is attached.

Ledger type (field LEDTYP)

New ledger type added in a model during operation. The scrolling menu displays only the manual ledgers added in the Account Core model being used and

Error messages

The only error messages are the generic ones.

Tables used

Refer to documentation Implementation