Attaching / Detaching calendar
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This page allows you to attach a financial calendar or a tax calendar that has been defined for the company to other companies available in the same installation. The selected calendars must be attached in a sequential order. This page also allows you to detach a financial calendar or tax calendar from companies to which it has been attached. You can detach a calendar if financial postings have not been made in the finance / tax books belonging to the company. You cannot detach a calendar if the subsequent years have been defined. The system stores the login ID of the user and the system date along with the attachment and detachment details..
Select the “Attach / Detach Calendar” link under the “Accounting Setup” business component.
The “Attach / Detach Calendar” page appears.
The system displays the following:
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Company Name |
The name of the company. |
Enter the following fields:
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Year |
Use the drop-down list box to select whether you want to attach or detach a “Financial Calendar” or a “Tax Calendar”. The system displays “Financial Calendar” by default at the launch of the page. |
Note: If “Financial Calendar” is selected, all the financial years that have been defined for the login company will be available for selection in the chronological order in the “Financial / Tax Year Code” field.
If “Tax Calendar” is selected, all the tax years that have been defined for the login company will be available for selection in the chronological order in the “Financial / Tax Year Code” field.
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Financial / Tax Year Code |
Use the drop-down list box to select the code identifying the financial year of the tax year that you want to attach or detach. All the financial years / tax years that have been defined for the company will be available for selection in the chronological order. The system displays “Blank” by default on launch of the page. |
The system displays the following:
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Description |
The textual description of the financial / tax year. |
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Zoom facility available | |
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Status |
The status of the financial / tax year. |
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Start Date |
The date on which the financial / tax year begins. |
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End Date |
The date on which the financial / tax year ends. |
The system displays the following in the “Company Information” multiline:
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Child Company |
The name of the child company. |
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Main Tax Book ID |
The code identifying the “Main” finance book or tax book. |
Note: The system displays this field only if the company has a "Main" finance book.
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Status |
The status of the financial calendar. |
Check the box in the “Select” column of the multiline to mark the company to which the calendar is to be attached.
Note: The selected calendars must be attached in a sequential order.
Click the “Attach Calendar” pushbutton to attach the calendar to the child company.
The system saves the financial year / tax year details along with the selected company and finance book / tax book. The system also stores the login ID of the user and the system date along with the attachment details.
Note: You can detach a financial / tax calendar if any financial transactions have not been posted in the finance book / tax book. If a calendar has been defined subsequent to the calendar marked for detachment, you cannot detach the calendar since there would not be a defined period when the calendar is detached.
Click the “Detach Calendar” pushbutton to detach the calendar from the child company.
The system saves the financial year / tax year details along with the selected company and finance book / tax book. The system also stores the login ID of the user and the system date along with the detachment details.
To proceed, carry out the following
Select the "Attach Notes" link at the bottom of the page to record your observations.
You can attach a financial calendar that has been defined for a company to any other company defined in the same installation. All the companies that form a part of the same business unit must follow the same calendar.
Set the “Year” to “Financial Year”.
Select the code identifying the financial year in the “Financial / Tax Year Code” field.
Mark the child company to which you want to attach the financial year.
Click the “Attach Calendar” pushbutton to attach the financial calendar.
The system saves the financial year details along with the child company.
You can detach a financial calendar that has been attached from the login company to any of the other companies. You can detach the calendar as long as financial postings have not been made in the company from where calendar is to be detached.
Set the “Year” to “Financial Year”.
Select the code identifying the financial year in the “Financial / Tax Year Code” field.
Mark the child company to which you want to attach the financial year.
Click the “Detach Calendar” pushbutton to detach the financial calendar.
The system saves the financial year details along with the child company.
You can attach a tax calendar that has been defined for the login company to any other company in the same installation.
Set the “Year” field to “Tax Year”.
Select the code identifying the tax year in the “Financial / Tax Year Code” field.
Mark the child company to which you want to attach the tax year.
Click the “Attach Calendar” pushbutton to attach the tax calendar.
The system saves the tax year details along with the child company.
You can detach a tax calendar that has been attached by the login company to any of the other companies. You can detach the calendar as long as financial postings have not been made in the company from which the calendar must be detached.
Set the “Year” to “Tax Year”.
Select the code identifying the tax year in the “Financial / Tax Year Code” field.
Mark the child company to which you want to attach the tax year.
Click the “Detach Calendar” pushbutton to detach the tax calendar.
The system saves the tax year details along with the child company.