How To Change GL Calendar From a Fiscal to a Calendar Year (Doc ID 102460.1)

Last updated on MAY 09, 2017

Applies to:

Oracle General Ledger - Version 11.5.10.2 and later
Information in this document applies to any platform.

Goal

Your company's calendar year is changing from a fiscal year to a calendar year, and you already have a ledger/set of books that is using the fiscal year calendar.
You would like to know how can you change your calendar to transition from the fiscal year to the calendar year.


PLEASE READ BEFORE CONTINUING:

NOTE:
You cannot make any changes to a calendar period if it is in use.
This means if the period has a status of something other than Never Opened, or if the period is in an open budget year or open encumbrance year you can not change it on the form.
You will not be able to use solution 2.
For further assistance with this, please contact Oracle Consulting.

 

NOTE:
You must talk to your subledger support groups BEFORE attempting to make any calendar CHANGES in General Ledger, to see what steps are necessary in the subledgers to make corresponding changes.
At the moment the general rule is that the subledgers cannot process Adjusting periods and do not have a Year end as such. Where this is the  case there should be no issues but this area is subject to constant change.

 

NOTE: 
In R11i, Oracle Fixed Assets will pass information to GL as long as the period names are exactly the same.  However, the only Oracle-supported process to change period names for Fixed Assets is via the forms for unused periods.  (Reference these steps in "Period Names are Different In FA and GL" in Note 1015195.102.)

Changing period names in either R11i or R12 using SQL scripts is not supported by development.  In either release, only unused and future periods can be changed.  Changing period names in R11i directly before upgrading to R12 will likely cause the SLA upgrade to fail.  Period changes in 11i or in R12 for currently-used and past periods is not supported.

 

NOTE:
Budget Upload won't work properly when loading data for multiple years if the period number to quarter number mapping isn't consistent across all of the years.



Example:

- Your current fiscal year runs from April 1 through March 31.
- Your new year will run from January 1 through December 31.
- You will transition to the new year beginning on January 1 of the next year, so you will have a short year from April 1 through December 31.

   Current Calendar:

  
   Prefix Type   Year Quarter Num From        To          Name    Adjusting
   ------ ----   ---- ------- --- ----        --          ----    ---------
   Apr    Fiscal 2000 1       1   01-Apr-1999 30-Apr-1999 Apr-00
   May    Fiscal 2000 1       2   01-May-1999 31-May-1999 May-00
   Jun    Fiscal 2000 1       3   01-Jun-1999 30-Jun-1999 Jun-00
   Jul    Fiscal 2000 2       4   01-Jul-1999 31-Jul-1999 Jul-00
   Aug    Fiscal 2000 2       5   01-Aug-1999 31-Aug-1999 Aug-00
   Sep    Fiscal 2000 2       6   01-Sep-1999 30-Sep-1999 Sep-00
   Oct    Fiscal 2000 3       7   01-Oct-1999 31-Oct-1999 Oct-00
   Nov    Fiscal 2000 3       8   01-Nov-1999 30-Nov-1999 Nov-00
   Dec    Fiscal 2000 3       9   01-Dec-1999 31-Dec-1999 Dec-00
   Jan    Fiscal 2000 4       10  01-Jan-2000 31-Jan-2000 Jan-00
   Feb    Fiscal 2000 4       11  01-Feb-2000 28-Feb-2000 Feb-00
   Mar    Fiscal 2000 4       12  01-Mar-2000 31-Mar-2000 Mar-00

  

NOTE: The Fiscal Period Type in the example above is defined as having 12 periods per year, and has a Year Type = Fiscal.

 

Solution

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