To access this screen, go to the Options menu, select Preferences, and then select Change Default Period. 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 1) you enter even another timeframe on a transaction screen, 2) you select this menu option and change the default period, or 3) you exit Costpoint. When you bring Costpoint back up, the default period reverts to the values that you last entered into this screen.
You do not have to enter a FY/period/subperiod combination if you prefer not to.
This drop-down box has the currently open fiscal years (i.e., fiscal years with currently open periods and subperiods). Select a fiscal year from the list, or leave the field blank if the Period and Subperiod are both to remain zero.
This drop-down box has the currently open accounting periods (i.e., accounting periods with currently open subperiods). Select a period from the list, or enter a zero if the Fiscal Year is blank.
This drop-down box has the currently open subperiods. Select a subperiod from the list, or enter a zero if the Fiscal Year is blank.