What This Process Does


  • The report changes the Fiscal Month in the selected undistributed receipts.
  • Setting report flags moves the undistributed amount
  • From the Financial Management account master original fiscal month
  • To the Financial Management account master correct fiscal month
  • NOTE:  The FISCAL YEAR field is a key field and cannot be changed.  If the wrong Fiscal Year has been entered, the transaction will need to be deleted and re-entered.


Change Receipt Fiscal Month


  1. Finance → Financial Management → Maintenance → Change → Receipt Fiscal Months
  2. Review instructions tab; if Receipts have been distributed, access the Maintenance, Undo, Receipt Distribution and undo prior to changing the Fiscal Month. There is no need to undo the audit trail if transactions were verified.
  3. Select the correct Fiscal Month.
  4. Range on Entry Date and possibly Transaction Number. Select other ranges if necessary.
  5. Click Select.
  6. Review the generated report and set flags if the report is correct.