Months

Months

Purpose and when to use this record

Control monthly accounting periods, their parent quarter, finance-charge state, warehouse scope, and lock dates.

At a glance

• Identify it by: Parent, Quarter, Opening Date, and Closing Date.

• Check its business context: Parent, Quarter, and Warehouse.

• Why care: Dates, accounts, amounts, posting state, and period locks can change financial reports. Verify them against the source document before finalizing the record.

• Why care: Treat posted, processed, paid, reversed, and edit-locked states as controls—not ordinary descriptive fields. Confirm the source transaction before changing any state that the screen permits you to change.

Before you begin

You need the Brisk permission for the action you are taking on months. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Have valid Parent records ready first. Those selections determine where this Month belongs and which later screens can find it.

Create a Month

Create a Month after searching for the person, organization, item, location, or resource under alternate names and identifiers. Merge or correct an existing master record instead of creating a duplicate.

1. Select the business context first: Parent, Quarter, and Warehouse.

2. Enter the required identifying and operational values: Parent, and Opening Date.

3. Review Locked, and Finance Charges Levied deliberately; these choices control availability or workflow rather than merely describing the record.

4. Save the Month, then confirm Parent, Quarter, Opening Date, Closing Date, Warehouse, and Locked, plus the remaining screen fields on its detail page before continuing.

After saving: Verify this Month in Customer Aging Snapshots, and Work Periods before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Delete a Month

Delete this Month only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option.

Before confirming, check for related Customer Aging Snapshots, and Work Periods. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Parent, Quarter, Opening Date, and Closing Date. After confirmation, return to the Months list and make sure only the intended Month was removed.

Review Month details

Use the detail page as the shared record of what this Month currently means. Verify Locked before relying on it for a decision.

Follow Parent, Quarter, and Warehouse to determine whether the issue is on this Month or on one of those linked records.

Next check: Verify this Month in Customer Aging Snapshots, and Work Periods before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Edit an existing Month

Edit this Month to keep the same real-world party, item, location, or resource accurate. Do not repurpose it for a different entity after activity is attached.

1. Open the detail page. Compare Parent, Quarter, and Warehouse with the supporting document or approved request.

2. Recheck Warehouse, and Locked. These values are most likely to change account balances, financial periods, and statement results.

3. Save the change, return to the list, and confirm that the Month now appears under the expected Locked.

After the change: Verify this Month in Customer Aging Snapshots, and Work Periods before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Find and review months

Use the Months list to find the correct record before opening or changing it. Compare Parent, Quarter, Opening Date, and Closing Date. Records with similar names or numbers can still belong to different Parent, Quarter, and Warehouse.

• The initial order emphasizes Opening Date. Select a column heading when you need a different comparison.

Open the Month whose Parent, Quarter, Opening Date, and Closing Date match the task. If it is missing, clear the list filters and recheck Locked rather than creating a replacement immediately.

Fields and business rules

Brisk stores 8 user-relevant fields for this Month, including 3 linked-record selections and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

What happens next

Verify this Month in Customer Aging Snapshots, and Work Periods before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Common mistakes and troubleshooting

• The record will not save: Recheck Parent, and Opening Date and any message beside the field. A required related record may also be inactive or unavailable to your role.

• The record saved but is not available where expected: Recheck Locked, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.

• The values look right but the result is wrong: Open Parent, Quarter, and Warehouse from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.