Costpoint Online Help

Using the Help Search
Using the Help Search
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Change Default Period Subtask

Use this subtask to change the default period for this user.

Contents

The items in this subtask 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.

Field Description
Module

Use this field to enter, or click binoculars.gif to select, the module to use as the default for this company.

Fiscal Year

Use this field to enter, or click binoculars.gif to select, the fiscal year to use as the default for this module. This field's Lookup has the fiscal years that are currently open (that is, fiscal years with currently open periods and subperiods). Leave the field blank if the Period and Subperiod are both to remain zero.

Period

Use this field to enter, or click binoculars.gif to select, the period to use as the default for this module. This field's Lookup has the open accounting periods that are currently open (that is, accounting periods with currently open subperiods). Enter a zero if the Fiscal Year is blank.

Subperiod

Use the field to enter, or click binoculars.gif to select, the subperiod to use as the default for this module. This field's Lookup has the subperiods that are currently open. Enter a zero if the Fiscal Year is blank.