How to Set Up Financial Management › How to Set Up a Financial Entity › Activate Fiscal Time Periods

Activate Fiscal Time Periods

All fiscal time periods within the date range are created with a status of "Inactive". To allow investment managers to use the time periods in detailed financial plans, activate the time periods. For example, if you create monthly fiscal time periods for one year, you must activate all the monthly periods. Once the time periods are active, you can create detailed financial plans for them or use them in the datamart settings.

Note: You cannot deactivate a time period that is in use in the system.

Follow these steps:

1. Open Administration, and from the Finance menu, click Setup.
2. In the Organizational Structure section, click Entities.
3. Open the entity for which you want to activate fiscal time periods.
4. Click Fiscal Time Periods.
5. Select each fiscal time period to be activated.
6. Open the Actions menu, and from General, click Activate.
7. Save the changes.

More information:

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