Work with Fiscal Year Settings

Use this dialog box to set the fiscal year A span of time during which the financial activities of an organization are calculated. A fiscal year is divided into fiscal periods, typically defined as semesters, quarters, or months. The organization determines the dates that begin and end its fiscal year, which may not correspond to a traditional calendar year. settings for your organization.

Note: Fiscal year settings are used only when setting sales quotas Revenue objectives specified as monetary amounts that have been assigned to salespeople for a specified fiscal period. for users with the Salesperson A security role that users can be assigned in Microsoft Dynamics CRM. A salesperson is responsible for finding and qualifying leads, and working with opportunities, accounts, and contacts in order to generate sales revenue, among other activities. security role. More information: Work with Salespeople with Quotas

Can I do this task?

Warning

Fiscal year options affect the way in which your organization's data is stored in the Microsoft Dynamics CRM database. Therefore, you can set the fiscal year options only once. You cannot change these settings after you have set them.

1. In the Navigation Pane, click Settings, click Business Management, and then click Fiscal Year Settings.
2. You must enter information in the following fields:
   • Start Date

     Select the date you want the fiscal year to start.

   • Template

     Select the template that describes how your fiscal year is divided.

   • Fiscal Year

     Select how you want to display the fiscal year.

   • Named Based On

     This setting will determine whether the fiscal year name is displayed based on when the fiscal year starts or when it ends.

   • Fiscal Period

     Select the abbreviation you want to display to represent the fiscal period.

   • Display As

     Select whether you want a space, no space, a hypen, or a dash between the fiscal year abbreviation and the year.

3. To save your settings, click OK.