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:
- In Accounting Center, in the left navigation pane, click Setup > Securities > Manage Securities > Issue Viewer.
You see the Issue Viewer tool. - 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. - Under Lookup Security, enter or verify the information for the security associated with the scheduled change.
- Under SMF Earning Time Period, enter the effective date range for the time period and modify only those criteria that change during this period.
- Complete the options on the Add SMF Earnings Time Period panel.
- Click Submit.
Change SMF Earnings Time Period
In the Change SMF Earnings Time Period panel, you can change an SMF earnings time period for a security.
To change an SMF earnings time period:
- In Accounting Center, in the left navigation pane, click Setup > Securities > Manage Securities > Issue Viewer.
You see the Issue Viewer tool. - 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. - Change the options on the Change SMF Earnings Time Period panel to identify the SMF earnings time periods you want to change.
- Click Submit.
You see the SMF earnings time periods that met your criteria in the Show All tab. - Select the row for each SMF earnings time period you want to update so that a check mark appears in the Select column, and click Change SMF Earnings Time Period Records.
You see a row for each period you selected. - Click the row for each SMF earnings time period you want to change and change the available options.
- Click Submit.
Delete SMF Earnings Time Period
In the Delete SMF Earnings Time Period panel, you can delete an SMF earnings time period for a security.
To delete an SMF earnings time period:
- In Accounting Center, in the left navigation pane, click Setup > Securities > Manage Securities > Issue Viewer.
You see the Issue Viewer tool. - 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. - Complete the options on the Delete SMF Earnings Time Period panel.
- Click Submit.
List SMF Earnings Time Periods
In the List SMF Earnings Time Period panel, you can review the SMF earnings time periods for a security.
To list SMF earnings time periods for a security:
- In Accounting Center, in the left navigation pane, click Setup > Securities > Manage Securities > Issue Viewer.
You see the Issue Viewer tool. - In the left navigation, double-click SMF Earning Time Period and List SMF Earnings Time Period.
You see the List SMF Earnings Time Period panel. - Complete the options on the List SMF Earnings Time Period panel.
- Click Submit.
You see the Submit Query dialog box. - Click Standard Report for a PDF format report view or Grid Report for a grid format report view.
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