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 Setup➛Period Ranges➛Create.
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 Setup➛Period 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 Setup➛Period Ranges.
2 In Setup Period Ranges—Period Ranges, select a period range name.