Generate Reporting Periods

Explanation

This activity is used to generate reporting periods for a BI reporting period definition. You can generate reporting periods based on the accounting calendar of a selected company or based on the system date. Alternatively, you can manually enter reporting periods for each BI reporting period definition.

Prerequisites

In order to perform this activity, at least one BI reporting period definition should exist in IFS Applications.

System Effects

As a result of this activity, you can generate reporting information based on the reporting periods generated.

Window

BI Reporting Period Definition

Related Window Descriptions

BI Reporting Period Definition
Generate Based on System Calendar
Generate Based on Accounting Calendar

Procedure

To generate reporting periods based on the system calendar:

  1. Open the BI Reporting Period Definition window and search for definition ID for which you want to generate reporting periods.
  2. Select the record, right-click and then click Generate Based on System Calendar to open the Generate Based on System Calendar dialog box.
  3. In the Start Year field, enter the starting calendar year from which the reporting periods should be generated.
  4. In the Start Month field, enter the starting calendar month from which the reporting periods should be generated.
  5. In the Number of Years field, enter the number of years for which reporting periods should be generated.
  6. In the First Year ID field, enter an ID for the first reporting year to be created.
  7. Click OK.

To generate reporting periods based on the accounting calendar:

  1. Open the BI Reporting Period Definition window and search for definition ID for which you want to generate reporting periods.
  2. Select the record, right-click and then click Generate Based on Accounting Calendar  to open the Generate Based on Accounting Calendar dialog box.
  3. In the Company field, enter the ID of the company of which the accounting calendar should be used to generate reporting periods. The List of Values can be used to select the relevant company ID.
  4. In the From Year field, enter the starting accounting year from which the reporting periods should be generated.
  5. In the To Year field, enter the last accounting year of the time period for which reporting periods are generated.
  6. Select the Include Year End Period check box if you want the year-end periods in the accounting calendar to be considered when generating reporting periods.
  7. Click OK.