Contents of the Manage Subperiods Screen

Fiscal Year/Period Details

Field	Description
Fiscal Year	Enter, or click to select, the fiscal year. If the fiscal year is not available, set it up on the Manage Fiscal Years screen, set up the accounting period on the Manage Accounting Periods screen, and then return to this screen to set up the subperiods.
Period	Enter, or click to select, the accounting period. If the accounting period is not available, set it up on the Manage Accounting Periods screen and then return to this screen to set up the subperiods.
Subperiod Number	Enter the subperiod number that you want to add, or use Query to select an existing subperiod.

Subperiod Details

Field	Description
Subperiod End Date	Enter the last day of the subperiod. Your entry must be a valid date and must be later than the end date of the immediately preceding subperiod. When you add an accounting or adjustment period, Costpoint automatically adds a subperiod with the same end date as the accounting or adjustment period . If you are going to add additional subperiods, first change the end date of subperiod 1 to the appropriate date, and then enter the remaining subperiods for that accounting period. Note: An adjustment period has only one subperiod.

Field

Description

Subperiod End Date

Enter the last day of the subperiod.

Your entry must be a valid date and must be later than the end date of the immediately preceding subperiod.

When you add an accounting or adjustment period, Costpoint automatically adds a subperiod with the same end date as the accounting or adjustment period . If you are going to add additional subperiods, first change the end date of subperiod 1 to the appropriate date, and then enter the remaining subperiods for that accounting period.

Note: An adjustment period has only one subperiod.

Status

Field	Description
Not Available, Open	Use these options to control whether or not data entry is allowed for the subperiod. The Open status indicates that the accounting period is available for data entry. When you change the status of an accounting period from Open to Not Available, Costpoint automatically changes the status for all subperiods for that period to Not available also. If you close an accounting period via the Close Periods screen, Costpoint also sets the status of all of that period's subperiods to Not Available. If you change the period status for a period from Not Available or Closed to Open, you must open the related subperiods and journal entry/edit statuses individually on the Manage Subperiods screen.
Adjustment Subperiod	This check box cannot be changed and it displays the value from the Manage Accounting Periods screen. If the check box is selected, it indicates that the subperiod is for an adjustment period.

Field

Description

Not Available, Open

Use these options to control whether or not data entry is allowed for the subperiod. The Open status indicates that the accounting period is available for data entry.

When you change the status of an accounting period from Open to Not Available, Costpoint automatically changes the status for all subperiods for that period to Not available also.
If you close an accounting period via the Close Periods screen, Costpoint also sets the status of all of that period's subperiods to Not Available.
If you change the period status for a period from Not Available or Closed to Open, you must open the related subperiods and journal entry/edit statuses individually on the Manage Subperiods screen.

Adjustment Subperiod

This check box cannot be changed and it displays the value from the Manage Accounting Periods screen. If the check box is selected, it indicates that the subperiod is for an adjustment period.

Adjustment Rate Type

The adjustment rate type is only applicable to adjustment subperiods.

Field	Description
N/A	This option is selected if the subperiod is for a non-adjustment period.
Interim	This option is selected if the subperiod is an adjustment subperiod for interim rates.
Final	This option is selected if the subperiod is an adjustment subperiod for final rates.
Entry Edit Status	Click Entry Edit Status to display a list of transaction screens in the table window so that you can allow or disallow entry on those screens for the subperiod. Note: You cannot modify the table window for adjustment subperiods. To change the values for the applicable journals for adjustment subperiods, use the Manage Accounting Periods screen.

Table Window

Field	Description
Code	This non-editable field displays the codes of the transaction screens that you can close to data entry for the subperiod.
Description	This non-editable field displays the description of the transaction screens that you can close to data entry for the subperiod.
Status	Use this drop-down list to select the status of the screen for the subperiod. Valid options are: Not Available: For any screens that should not yet be opened for data entry, select Not Available. If the subperiod is closed or you set the status for the subperiod to Not Available, Costpoint automatically sets Status to Not Available for all transaction screens. Open: Select Open if you want the screen to be available for data entry for the subperiod.
Open All Journals	Click the Open All Journals button to change all journal codes to a status of Open. This option will only be available if the Subperiod Period Status is Open. If the Accounting Subperiod is an adjustment subperiod, only the following journal codes will be opened. AJE: Adjusting Journal Entries BLJ: Billing Journal BSR: Balance Sheet Revaluation MJE: Multi-Job Allocations PAJ: Pool Allocation Journal REV: Reversal Adjusting Journal Entries SJ: Sales Journal (Post Revenue) SJR: Compute Sales Journal (Revenue)

Costpoint Online Help