Clarity

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  • 1.  Inactivating Fiscal Periods

    Posted Feb 02, 2015 04:06 PM

    Looking to do a little clean up and I noticed that we have active fiscal periods back to 2008.

     

    - Is there any 'harm' in old fiscal time periods? Are there any advantages to inactivating old fiscal time periods? What about deleting?

     

    - What do others do? Are there any 'best practices' to managing/maintaining Fiscal Time Periods?



  • 2.  Re: Inactivating Fiscal Periods
    Best Answer

    Posted Feb 03, 2015 12:49 AM

    Found an old post -

     

    https://communities.ca.com/message/101465589#101465589

     

    NJ



  • 3.  Re: Inactivating Fiscal Periods

    Posted Feb 10, 2015 03:27 PM

    Thanks NJ. The linked post answered my questions.

    - Inactivate old periods if you're certain they're not in play on any existing financial plans - Connie's query can answer the question of what's in use.

    - No, there is no real 'data cleanup' opportunity here. Inactivating simply shortens the list of periods for the user - more of a usability gain then system performance.