To access this screen, go to the Options ยป User Preferences. On the User Preferences screen, click the Change Default Period link. You can use this feature to change your default fiscal year, period, and subperiod for the current module. These items are automatically preloaded in most Costpoint transaction functions. If you enter a different timeframe on a transaction screen, you will temporarily override the module's default period until:
you enter even another timeframe on a transaction screen
you select this menu option and change the default period, or
you exit Costpoint
When you bring Costpoint back up, the default period reverts to the values that you last entered on this screen.
You do not have to enter a Fiscal Year/period/subperiod combination if you prefer not to.
This field's Lookup has the fiscal years that are currently open (that is, fiscal years with currently open periods and subperiods). Select a fiscal year from the Lookup, or leave the field blank if the Period and Subperiod are both to remain zero.
This field's Lookup has the open accounting periods that are currently open (that is, accounting periods with currently open subperiods). Select a period from the Lookup, or enter a zero if the Fiscal Year is blank.
This field's Lookup has the subperiods that are currently open. Select a subperiod from the list, or enter a zero if the Fiscal Year is blank.