Registering Financial Cycle
This feature provides a variety of actions, such as including, changing, and deleting the financial cycle.
Before getting started
It is necessary to have defined the access permission to the functionalities of the Financial Management and have the permission to use the functionality.
Procedure
- Access the functionality through the main menu Processes > Financial Management > Cycle;
- The system will present a screen with the Financial Cycles registered and a filter with Title, Start Date, and Final dates.
- The user can select the option "New" to create a new Financial Cycle or for each Cycle listed the user can select :
- Edit - to Change the Financial Cycle
- Delete – to Exclude the Financial Cycle
- Enter the data and actions;
Registering Cycle
🖊 Note: Example of the cycle: fiscal year (12 months)
Enter the Cycle data:
Basic data
Field | Description |
|---|---|
Title (*) | Title of the cycle |
Start Date (*) | cycle start date |
Final Date (*) | cycle final data |
(*) Indicate mandatory field
Subcycles
🖊 Note: Example of the cycle: quarter (Q1, Q2, Q3, Q4)
You can add subcycles
Field | Description |
|---|---|
Title (*) | Title of the subcycle |
Start Date (*) | cycle start subcycle |
Final Date (*) | cycle final subcycle |
Add Button | add subcycle to the grid |
Subcycle Grid | Grid with Title, Start Date, Final date |
(*) Indicate mandatory field
Actions
Action | Description |
|---|---|
Save | Create/Change the capacity indicator. |
Clear | Return the fields to default. |
! Search | Return to the previous list of capacity indicators |