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The first step in the BillingBuilder Setup process is configuring fiscal periods. To configure a fiscal period, complete the following steps:
TIP: When working on the index page, records are easily accessible using the following tools and navigation features:
"Show Records" display options - By default the index includes only open fiscal periods (those set to "Open to Entry"). To expand the display to all fiscal period records instead, click All under "Show Records" in the left-hand menu.
Sorting options - By default records in the index are sorted alphabetically. Click a column header in the data table to sort the index by a different type of data. Click the heading again to reverse the sort.
Navigation options - 10 records are displayed on the page by default. To access records on subsequent pages of the index (when applicable), click the arrows in the bottom-right corner of the table. To display 25 or 50 records at a time, click the Show drop-down to the left of the record count, also in the bottom-right corner, and make a selection.
Once you select records on the index, a count of how many total records are selected is displayed in the action bar. Selections are maintained while moving from one page of the index to the next; meaning, you can select records on the first page (showing records 1-10 by default) and move to the next page (displaying records 11-20) without losing the selections made on the first page. Links for Show all selected records and Uncheck All are available beneath the index table for easy navigation.
Search and filtering options - A Search field is available on the action bar along with a corresponding Filter by drop-down list. To search the contents of the index (including those records not currently displayed on the page), enter a value in the Search field. The index is automatically updated as you type. To further narrow your search, use the Filter by selection to indicate whether the search should look at data in "All Columns" (the default) or a specific column.
Add a new fiscal period - To do so, click the Add New icon from the action bar above the records table. A new data entry page is displayed. Enter the fiscal date, click the Open to Entry toggle (if applicable), and then click Save. The record is saved and a confirmation page is displayed.
Update an existing fiscal period - To do so, click the record to be updated, or click the checkbox to the left of that record, and then click the Edit icon from the action bar above the records table. A data entry page is displayed. Make changes to the information on this page as needed, and then click Save. The record is saved and a confirmation page is displayed.
View or print an existing fiscal period - Click the checkbox to the left the record to be viewed or printed, and then click the View icon from the action bar above the records table. A read-only version of the record is displayed and can be printed as needed using your browser's print option.
Delete an existing fiscal period - Click the checkbox(es) to the left of the record(s) to be deleted, and then click the Delete icon from the action bar above the records table. A confirmation message is displayed. Click OK to proceed with the deletion. The selected record(s) are deleted and the updated index is displayed.
Return to the Fiscal Periods index - To do so, click the To Index icon from the action bar while working in a fiscal period record to return to the index page. You can also return to the index page at any time by clicking Fiscal Periods from the breadcrumbs trail below the AWARDS navigation bar.
The process of working with fiscal periods is now complete.
https://demodb.footholdtechnology.com/help/?11354
