Fiscal Year
How to use Fiscal Year in General Ledger & Closing: access, working steps, fields, related records and troubleshooting.
Purpose and access
Establish the chart of accounts and fiscal structure, review journals and ledgers, and complete period-end checks. Reconcile subledgers to the general ledger before closing; preserve the audit trail for corrections.
This page is a record page in Finance & Accounting → General Ledger & Closing. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Year Name, Year Start Date, Year End Date.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Fiscal Year from Finance & Accounting → General Ledger & Closing, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Year Nameyear | Data Required | For e.g. 2012, 2012-13 |
Disableddisabled | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Short/Long Yearis_short_year | Check Optional | More/Less than 12 months. |
Year Start Dateyear_start_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Year End Dateyear_end_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Companiescompanies | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Fiscal Year Company |
Child tables
Companies — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.