Managing a fiscal year

The fiscal years are created in descending order based on fiscal date coverage. You can view, update the fiscal year name, or delete a fiscal year.

  1. On the SPE home page, select Administration > Periods.
  2. On the list view section of the Periods tab, select a fiscal year to display the associated periods.
  3. Alternatively, click Search.
  4. Specify the name of the fiscal year to search.
  5. To update a fiscal year name, specify a name in the Fiscal Year Name field.
  6. Click Save.
  7. To delete a fiscal year, select a record from the list view section of the Periods tab.
  8. Click the delete icon to show the confirmation window.
  9. Click Delete to permanently delete the fiscal year.
    Note: To delete a fiscal year, ensure that the target values, and data reporting have no related records to the fiscal year.