Reset Period

You can use the Reset Period page to change the fiscal year, accounting period, or transaction date for a function where the current year, period, and date do not apply. The current year, period, and date are maintained in the Fund Accounting Profile.

This function is available in any page that has the Set Period item on its Action Bar. Clicking the item displays the Reset Period page.

Note

Changing the year, period, and date in the Reset Period page applies only to the page you are currently using. Once you close or leave the page, these values reset to the current year, period, and date.

If you need to change the year, period, or date for a transaction, use the following procedure before entering the transaction.

Changing the transaction year, period, or date

1. Click Set Period on the Action Bar of the page you are using.

2. In the Reset Period page, change the following fields as needed:

   Period	Select the appropriate accounting period.
   Year	Select the fiscal year you want to use. You can only select the prior or current year.
   Transaction Date	Enter the date, or use the (Calendar) button to select the date.

3. OK.