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In Issue Viewer, you can use the Add, Change, Delete, and List SMF Earnings Timer Period panels to maintain earnings time periods for a security. 


Info

Accounting Center includes Issue Viewer, Eagle's legacy security master tool that allows you to perform a variety of security master related functions. Reference Data Center (RDC), which replaces Issue Viewer, along with other legacy data management tools, is Eagle's current and more powerful solution for centralizing and managing security reference data. Eagle recommends that you use RDC to set up and manage earnings time periods when you use Eagle Accounting, but continues to provide access to Issue Viewer while existing clients transition to RDC. 



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Add SMF Earnings Time Period

In the Add SMF Earnings Time Period panel, you can add an SMF earnings time period for a security.

To add an SMF earnings time period:

  1. In Accounting Center, in the left navigation pane, click Setup Securities > Manage Securities > Issue Viewer.
    You see the Issue Viewer tool.
  2. In the left navigation, double-click SMF Earning Time Period and Add SMF Earnings Time Period.
    You see the Add SMF Earnings Time Period panel.
  3. Complete the options on the Add SMF Earnings Time Period panel.
  4. Click Submit.

Change SMF Earnings Time Period

To change an SMF earnings time period:

  1. In Accounting Center, in the left navigation pane, click Setup Securities > Manage Securities > Issue Viewer.
    You see the Issue Viewer tool.
  2. In the left navigation, double-click SMF Earning Time Period and Change SMF Earnings Time Period.
    You see the Change SMF Earnings Time Period panel.
  3. Change the options on the Change SMF Earnings Time Period panel.
  4. Click Submit.

Delete SMF Earnings Time Period

To delete an SMF earnings time period:

  1. In Accounting Center, in the left navigation pane, click Setup Securities > Manage Securities > Issue Viewer.
    You see the Issue Viewer tool.
  2. In the left navigation, double-click SMF Earning Time Period and Delete SMF Earnings Time Period.
    You see the Delete SMF Earnings Time Period panel.
  3. Complete the options on the Delete SMF Earnings Time Period panel.
  4. Click Submit.