Editing an Accounting Period

You can edit or delete an accounting period after it has been set up. You cannot delete an accounting period after it has been closed.

To edit a periods:

1. Go to Setup > Accounting > Manage G/L > Manage Accounting Periods.

2. On the Manage Accounting Periods page, click the link for the period that you want to edit.

3. To delete the period, from the Actions menu, click Delete.

   If the Delete option is not available, you cannot delete the period. The following types of periods cannot be deleted:

   • Closed periods

   • Periods with sub-periods

     You must first delete all sub-periods before you can delete a period. For example, before you can delete a quarter you must first delete all of the months included in the quarter.

4. On the Accounting Period page, edit any of the following fields:

   • Period Name

   • Start Date

   • End Date

   • Allow Non-G/L Changes – You can check this box only while a period is locked or closed. 

   • Sub-period of

   • Period is Adjustment

5. With the Multiple Calendars feature enabled, you can also edit the Fiscal Calendar field or add or remove a fiscal calendar assigned to a base accounting period.

6. Click Save.