How Do I Add/Edit/Delete Calendar(Fiscal) Years?

The fiscal calendar allows data within Scrip Manager to be grouped for presentation, reporting, and credit calculations. Year-to-date (YTD) reporting uses the fiscal year to calculate and display credit and ordering totals. If the Thresholds are enabled, threshold limits are calculated using the orders fiscal year.

The Fiscal Calendar section on the Settings->Calendar page displays three fiscal year cards: Future Year, Current Year, and Prior Year.

Adding a future year

1. Navigate to Settings->Calendar.
2. The Calendar page will be displayed. In the Fiscal Calendar section, click the Add Future Year link on the Future Year card.
3. Enter the Start Date for the future fiscal year.
4. Click the Save button.

Editing a fiscal year

1. Navigate to Settings->Calendar.
2. The Calendar page will be displayed. In the Fiscal Calendar section, click the Edit Current Year or Edit Prior Year link on the corresponding card.
3. Update the Start Date.
4. Click the Save button.

Deleting a fiscal year

Fiscal years cannot be deleted.