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
To have 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
💡 Tip: 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
💡 Tip: 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 |