fiscal year setting question

hi.

i know that the fiscal year settings get more or less set in stone, so i had
a quick question before i set it for my org.

in the template field, what is that used for? if i select 'quarterly', does
that mean i can only run reports on a quarter basis? what if i wanted to do
monthly reports?

ultimately, my question is what is the 'template' field used for?

thanks!

Tibor
Sun Feb 05 05:31:27 CST 2006

Hi Jeff,

Fiscal year setting must be aligned to your company's accountig policy.
Fiscal year setting primarily defines sales quotas. When you set quarterly
periods, you can set quarterly quotas for members of sales departments.
When sales director audits his/her employees, he/she can set sales plans
against incomes on quarterly basis. When you set monthly periods, sales
director can audit his/her employees on monthly basis.
Please ask the sales director about quotas, and desired/used settlement
period.
As I know, fiscal year settig has no effect reports other than sales quotas,
or fiscal reports.
You should narrow or widen conditions in your queries as before.

Regards,
Tibor

"Jeff Bagnall" wrote:

> hi.
>
> i know that the fiscal year settings get more or less set in stone, so i had
> a quick question before i set it for my org.
>
> in the template field, what is that used for? if i select 'quarterly', does
> that mean i can only run reports on a quarter basis? what if i wanted to do
> monthly reports?
>
> ultimately, my question is what is the 'template' field used for?
>
> thanks!