Fiscal Year Maker Population of Report Definition
The KFS Fiscal Year Maker process is responsible for preparing an institution's Chart of Accounts for the advent of a new fiscal year. It does so by copying over many critical chart tables and updating the rows in those tables with values applicable to the upcoming fiscal year.
After your institution has defined report definitions manually, you will likely want to rely on Fiscal Year Maker to automatically prepare your values for the next fiscal year. Fiscal Year Maker does the following:
• Sets the value of University Fiscal Year, Report Begin Fiscal Year, Report End Fiscal Year and Expense Transfer Fiscal Year to the year after the current row value.
• Sets the Report Status Code to 'N.
• Sets Report Return Date to blank.
An example is shown in the table below.
Example of Fiscal Year Maker generating report definition row
|
Field Name |
Current Fiscal Year Value |
Value of new row created by Fiscal Year Maker |
|
University Fiscal Year |
2008 |
2009 |
|
Report Number |
B01 |
B01 |
|
Report Period Title |
BI 1st Quarter |
BI 1st Quarter |
|
Report Period Status Code |
O |
N |
|
Report Begin Fiscal Year |
2008 |
2009 |
|
Report Begin Period Code |
01 |
01 |
|
Report End Fiscal Year |
2008 |
2009 |
|
Report End Period Code |
03 |
03 |
|
Report Type Code |
BI |
BI |
|
Expense Transfer Fiscal Year |
2008 |
2009 |
|
Expense Transfer Fiscal Period Code |
03 |
03 |
|
Report Return Date |
11/30/2007 |
|
|
Active Indicator |
Active |
Active |
Process Overview