Financial Years (also known as Fiscal Years) can be assigned to orders within Unimarket, when the Financial Year functionality is activated.
This will allows communities to:
- Track orders for a specific year's budget and
- Designate overlap time. To make forward or backdating orders during the Financial Year transition, as easy as possible.
Configure Financial Years
Community Administrators can configure the Financial Year settings, by going to the Administration module > click Modules > select Procurement.
The Procurement Administration screen will populate > click the Management tab > select the FYs tab.
On this screen, users can see the dates configured for the Community's Financial Year(s). The Configurable dates for financial years are:
- Activation Date - the date new orders will be assigned to this Financial Year by default upon checkout (may be earlier than the Start Date)
- Start Date - the date the Financial Year begins
- End Date - the date the Financial Year ends
Add A New Financial Year
Community Administrators can add a new financial year, by selecting +Add Financial Year > a pop-up box will appear > enter the required information marked with a red asterisk.
Once completed, select Add. If you desire to add a new financial year, click Add More.
| Note: If the user adds a new financial year and do not want it to be set as Default. In the Set Activation Date field, enter the future date you would like it to begin, as default. |
Edit A Financial Year
To update the details in an existing financial year, locate the desired financial year > select Edit > a pop-up box will appear > make updates to the desired field(s) > select OK.
Enable A Financial Year
To enable an existing financial year, locate the desired financial year > select Edit > a pop-up box will appear > click the Enabled box > select OK.
Disable A Financial Year
To disable an existing financial year, locate the desired financial year > select Edit > a pop-up box will appear > uncheck the Enabled box > select OK.