Year End Criteria

The Year End Criteria screen allows you to define the parameters that are used in the year end process. This process calculates the retained income for a provided fiscal year and then posts a general ledger entry to recognize the value in the retained earnings account. The fiscal year and companies used for the year end process can be selected.

General

In the General area, enter input criteria for the process.

Field		Description
	Suffix	Enter or select any active input document suffix that is available for the current document type. This can be used in reports to select or sort documents.
	Document Number	Enter a unique document number to identify this document.
	Document Date	Enter or select the document date. The default is the current date.
	Fiscal Calendar	Enter or select the fiscal calendar. The fiscal calendar determines which companies can be selected.
	Fiscal Year	Enter or select the fiscal year to process. The selection in Fiscal Calendar defines the available fiscal years.
	Posting Date	Enter or select the posting date. Only posting dates that belong to the Posting Period and that allow Year End Criteria as an input can be selected.
	Posting Period	Displays the last posting period of the selected Fiscal Year.
	General Ledger	Select to indicate if the year end processing is for the General Ledger.
	Allocation Ledger	Select to indicate if the year end processing is for the Allocation Ledger.   Note: You can select either the General Ledger or the Allocation Ledger for year end processing or you can select both to indicate processing for both. At least one of these selections must be made for processing.

Selected Companies

In the Selected Companies area, enter or select the companies to include in the process. Only companies whose Fiscal Calendar matches this document can be selected.