Working with period ranges
Period ranges are used for consolidation and views.
Start and end periods can be relative, special, or specific. Create start and end periods in the following ways:
*To create a range that moves with the selected period of time, use a relative period. For example, to create a moving quarterly average, choose a
relative period, such as Moving Quarter, as the period start range, and a special period, such as Selected Period, as the period end range.
*To create a range that starts at a completed, current, locked, or selected date, use a special period. For example, to create a range starting in the last completed year, choose Special Period as the period start type, and Completed Year as the period start range.
*To create a range that starts at a specific date, choose a period. For example, to create a range that starts in July 2011, choose Period as the period start type, and 2011/07 as the period start range.
Creating a period range
When creating a period range, specify a start and end for the range based on the system period classes, which are period, relative period, or special period.
How to create a period range
1 In the Navigation Pane, choose SetupPeriod RangesCreate.
2 In Setup Period Range: <New>—Properties:
*In Name, provide a name for the period range.
*In Description, choose Edit. Provide a description. Then, choose OK.
*In Categories, choose Edit. Select or create categories. Then, choose OK.
3 In Period Range, select a period range. Figure 4‑4 shows Range selected as the period range.
Figure 4‑4 Selecting a period range
4 In Type of period start, select a type.
5 In Period start range, select a range.
6 In Type of period end, select a type.
7 In Period end range, select a range.
8 If necessary, choose Security. Then, assign access rights for the period to groups and users.
9 Choose Save.
Editing a period range
Use the following procedure to make changes to a period range.
How to edit a period range
1 In the Navigation Pane, choose SetupPeriod Ranges.
2 In Setup Period Ranges—Period Ranges, select a period range name.
3 Choose View or Edit.
4 In Setup Period Ranges—Properties, edit properties, if necessary.
5 If necessary, select Security. Then, edit security properties for the period.
6 Choose Save.
Deleting a period range
Use the following procedure to delete a period range.
How to delete a period range
1 In the Navigation Pane, choose SetupPeriod Ranges.
2 In Setup Period Ranges—Period Ranges, select a period range name.
3 Choose Delete.
4 Choose Yes to confirm.