Use this screen to change the quarter into which a period will default for a fiscal year for the purpose of quarterly reporting. Any report that displays quarterly data refers to the application to determine to which quarter the data should be applied. This application is optional and necessary only if the quarter dates are not standard for a particular fiscal year. Budgeting & Planning’s default logic populates the periods into quarters by dividing the total number of periods by four and adding any remainder to the fourth quarter.
To assign period start and end dates for the fiscal year, complete the following steps:
Open the Administration area and in the Reports & Actions pane, click Actions » General Settings » Maintain Fiscal Year Quarterly Mapping (M.A.M.9).
From the Fiscal Year drop-down list, select the year you want to map.
To change the quarter that a period falls into, complete the following steps:
Click the plus sign next the quarter that contains the periods you want to modify. The periods assigned to that quarter display.
Click Edit next to the period you want to move.
In the Quarter field, enter the quarter that you are moving the period to.
Click Update to save your changes.
The reports listed below, all of which are available in the Organization context, display quarterly mapping results, which you can view by selecting the View Qtrs check box after you open the report.
C.O.P.1 - Profit and Loss by Organization
C.O.P.2 - Profit and Loss by G/L Account
C.O.P.3 – Profit and Loss by Project
C.O.L.2 - Labor Hours Analysis
C.O.L.3 - Labor Cost Analysis
B.O.P.1 - Profit and Loss By Organization
B.O.P.2 - Profit and Loss By G/L Account
B.O.P.3 – Profit and Loss By Project
B.O.L.2 - Labor Hours Analysis
B.O.L.3 - Labor Cost Analysis
P.O.P.1 - Profit and Loss By Organization
P.O.P.2 - Profit and Loss By G/L Account
P.O.L.2 - Labor Hours Analysis
P.O.L.3 - Labor Cost Analysis
N.O.P.1 - Plug Project Review