Manage Earnings Time Periods in Issue Viewer

Owned by Nancy Cohn (Deactivated)
Last updated: Aug 30, 2024 by Jawann Swislow
3 min read

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

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. 

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. Under Lookup Security, enter or verify the information for the security associated with the scheduled change.

  4. Under SMF Earning Time Period, enter the effective date range for the time period and modify only those criteria that change during this period.

  5. Complete the options on the Add SMF Earnings Time Period panel.

  6. 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:

  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 to identify the SMF earnings time periods you want to change.

  4. Click Submit.
    You see the SMF earnings time periods that met your criteria in the Show All tab.

  5. 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. 

  6. Click the row for each SMF earnings time period you want to change and change the available options.

  7. 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:

  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.

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:

  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 List SMF Earnings Time Period.
    You see the List SMF Earnings Time Period panel.

  3. Complete the options on the List SMF Earnings Time Period panel.

  4. Click Submit.
    You see the Submit Query dialog box.

  5. Click Standard Report for a PDF format report view or Grid Report for a grid format report view.