Generate Reporting Periods
Explanation
This activity is used to generate reporting periods for a reporting period
definition. You can generate reporting periods based on the accounting calendar
of a selected company or based on the system date. Alternatively, you can
manually enter reporting periods for each reporting period definition.
Prerequisites
In order to perform this activity, at least one reporting period
definition should exist in IFS Applications.
System Effects
As a result of this activity, you can generate reporting information based on
the reporting periods generated.
Window
Reporting
Period Definition
Related Window Descriptions
Reporting Period Definition
Generate Based on System Calendar
Generate Based on Accounting
Calendar
Procedure
To generate reporting periods based on the system calendar:
- Open the Reporting Period
Definition window and search for definition ID for which you want to
generate reporting periods.
- Select the record, right-click and then click Generate Based on
System Calendar to open the
Generate Based on System
Calendar dialog box.
- In the Start Year field, enter the starting calendar year from
which the reporting periods should be generated.
- In the Start Month field, enter the starting calendar month from
which the reporting periods should be generated.
- In the Number of Years field, enter the number of years for which
reporting periods should be generated.
- In the First Year ID field, enter an ID for the first reporting
year to be created.
- Click OK.
To generate reporting periods based on the accounting calendar:
- Open the Reporting Period
Definition window and search for definition ID for which you want to
generate reporting periods.
- Select the record, right-click and then click Generate Based on
Accounting Calendar to open the
Generate Based on
Accounting Calendar dialog box.
- In the Company field, enter the ID of the company of which the
accounting calendar should be used to generate reporting periods. The List
of Values can be used to select the relevant company ID.
- In the From Year field, enter the starting accounting year from
which the reporting periods should be generated.
- In the To Year field, enter the last accounting year of the time
period for which reporting periods are generated.
- Select the Include Year End Period check box if you want the
year-end periods in the accounting calendar to be considered when generating
reporting periods.
- Click OK.