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 rows:

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

More:

Process Overview