Months

Months

Purpose and when to use this record

BriskControl storesmonthly monthsaccounting 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 partcontrols—not ofordinary descriptive fields. Confirm the accountingsource module.transaction Thisbefore generatedchanging referenceany 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 awaitingabsent, workflowdo review.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 recordMonth

TheCreate evidencea packetMonth identifiesafter searching for the viewperson, organization, item, location, or resource under alternate names and sourceidentifiers. locationMerge 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 thisrelated action.Customer ConfirmAging user-facingSnapshots, stepsand beforeWork approvingPeriods. Brisk may refuse deletion when another record depends on this page.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.

ViewReview recordMonth details

The evidence packet identifiesUse the viewdetail page as the shared record of what this Month currently means. Verify Locked before relying on it for a decision.

Follow Parent, Quarter, and sourceWarehouse locationto 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 action.Month Confirmin user-facingCustomer stepsAging Snapshots, and Work Periods before approvingstaff thisbuild page.new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Find and review recordsmonths

The evidence packet identifiesUse the viewMonths list to find the correct record before opening or changing it. Compare Parent, Quarter, Opening Date, and sourceClosing locationDate. 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 action.Month, Confirmincluding user-facing3 stepslinked-record beforeselections approvingand 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this page.full reference.

Editanexistingrecord

The

evidence Confirmuser-facingsteps

Field	Required	What packetit identifiescontrols
Parent	Yes	Parent month in the viewhierarchy.
Quarter	No	The quarter associated with this month.
Opening Date	Yes	Date and sourcetime locationrecorded for opening date on this month.
Closing Date	No	Date and time recorded for closing date on this month.
Warehouse	No	Optionally scope this month to a system warehouse.
Locked	No	Whether the locked option applies to this month.
Finance Charges Levied	No	Whether the finance charges levied option applies to this month.
Memo	No	The memo recorded for this action.month.

What happens next

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

DeleteCommon 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 recordtotal

  Theor evidencestatus packetto identifies the view and source locationcompensate for this action. Confirm user-facing steps before approving this page.it.