Viewing Financial Calendar History
Financial Calendar History provides details of any creations, amendments and deletions from financial calendar records. It provides an audit trail of the opening and closing of financial years and periods.
To view financial calendar history select from the menu in Financial Calendars (FCS).
Specify this information:
- Business Unit Code From/To
- The range of business unit for which you require to view the history for. This is for live business units only.
- Action Date From/To
- The dates from and to for which to display the history actions.
- Financial Year From/To
- The range of financial years for which the history is extracted for.
- Financial Period From/To
- The range of accounting periods for which the history is extracted for.
- Calendar Code From/To
- The range of calendar codes for which the history is extracted for. The calendar selected in the Financial Calendars (FCS) is set as default.
- End Date From/To
- The range of end dates for which the history is extracted for.
- Module
-
The module for which the history is extracted for. The following options are available:
- All
- Financials
- Sales
- Purchase
- Not Applicable
- Action Code
- The list of action codes available for which to view the history. These are all of the actions processes that can be applied to financial calendars, years and periods.
- Period Type
-
Whether you require the adjustment periods to be included in the history extraction or not. The following options are available:
- No - no adjustment periods are extracted
- Adjustment - the adjustment periods are extracted
- Year End Adjustment - only the year end adjustment period is extracted.
Select to populate the data in the grid form.
Note: Store business unit rows are not listed.The following columns are available in the grid:
- Action Date
- Action Time
- Business Unit Code
- Calendar Code
- Financial Year
- Financial Period
- Adjustment
- Start Date
- End Date
- Module
- Action Code
- User Id Last Updated