Customize the Fiscal Year Labels
Customize the labels of your fiscal years in two ways: Naming schemes and prefix choices or fiscal year picklist customization.
Required Editions
| User Permissions Needed | |
|---|---|
| To define or edit fiscal years: | Customize Application |
When defining a custom fiscal year, you can choose the labeling scheme to use for your custom fiscal year. Each fiscal period type (quarter, period, and week) has a list of labeling schemes that you can select.
| Scheme | Option | Description |
|---|---|---|
| Quarter Name Scheme | Numbered by Year | This option allows you to add the quarter number to the quarter label. The quarter label is a combination of the label for the quarter prefix and the quarter number. For example, if the quarter prefix is “Q”, the label for the third quarter Q3. By default the order of the quarter determines its number (the first quarter is labeled “1”). To customize the order, select a different value from the quarter detail drop-down list. |
| Customer Quarter Names | This option allows you to set the quarter label to any name. The quarter label is set to the name you select from Quarter Name . By default the order of the quarter names is the same as the picklist order. To customize the order, select a different value from the quarter detail drop-down list. | |
| Period Name Scheme | Numbered By Year | This option allows you to set the period label based on its position in the year. The period label is a combination of the period prefix and the period number. Period numbers do not reset in each quarter. For example, if the period prefix is “P,” the label for the sixth period is P6. By default the order of the period determines its number (the first period is labeled “1”). To customize the number, select a different value from the period detail drop-down list. |
| Numbered By Quarter | This option allows you to set the period label based on its position in the quarter. The period label is a combination of the period prefix and the period number. Period numbers reset in each quarter. For example, if the period prefix is “P,” and the sixth period is the second period in the second quarter, its label is P2. By default the number for each period is set by their order within the quarter (the first period in a quarter is labeled “1”); customize it by selecting a different value from the period detail drop-down list. | |
| Standard Month Names | This option allows you to set the period label to the month name of the start of the period. For example, if a period started on October 12 and ends on November 10, the period label would be October. | |
| Custom Period Names | This option allows you to set the period label to any string. The period label is set to the string you select from Period Name . By default the order of the period names is the same as the picklist order, which you can customize by selecting a different value from the period detail drop-down list. |
| Picklist | Description |
|---|---|
| Quarter Prefix | The quarter prefix picklist is a list of options for the text that prefixes the quarter number or name if your fiscal year uses the Numbered By Year quarter naming scheme. For example, if the fiscal quarter is called “Q4,” the “Q” is the quarter prefix. |
| Period Prefix | The period prefix picklist is a list of options for the text that prefixes the period number or name if your fiscal year uses the Numbered By Year period naming scheme. For example, if the fiscal quarter is called “P4,” the “P” is the period prefix. |
| Quarter Name | The quarter name picklist is a list of options for the quarter name if your fiscal year uses the Custom Quarter Names quarter naming scheme. For example, if you want to name your quarters for the seasons (Spring, Summer, Fall, and Winter), you could set the quarter name list to those values. |
| Period Name | The period name picklist is a list of options for the quarter name if your fiscal year uses the Custom Period Names quarter naming scheme. Similar to the quarter name picklist, you can choose meaningful names for the period name picklist. |
- To customize a picklist, from Setup, click Company Profile | Fiscal Year.
- Click Edit next to the appropriate picklist.
See Also
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