Contents of the Manage Subperiods Screen
Use the fields and options to configure 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.
|
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.
|
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:
|
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.
|