Scenario:
The organization starts a new fiscal year and needs to define its start and end dates, including assigning quarters.
Action:
The user navigates to the Financial Year screen and enters the Year Code, Year Name, Start Date, and End Date.
Outcome:
The system saves the financial year with quarter segmentation enabled for further financial transactions.
Scenario:
The user needs to revise previously entered financial year details, such as Start Date or End Date.
Action:
The user selects the desired year from the left panel and updates the required fields in the Year Details section.
Outcome:
The modified financial year data is updated in the system and reflected throughout related financial records.
Scenario:
The finance team wants to check which financial years have been configured in the system.
Action:
The user navigates to the Financial Year screen and views the list of years on the left panel.
Outcome:
The system displays all existing financial years with their respective details for review.
Scenario:
The financial year needs to be broken down into months with automatic quarter assignments.
Action:
The user clicks the Financial Year entry to view the Month Details section.
Outcome:
Each month is assigned a code, start/end date, and quarter based on prior year patterns.
Scenario:
The user completes entering or editing the financial year and is ready to finalise the configuration.
Action:
The user clicks Save to confirm all changes.
Outcome:
The financial year appears on the left panel, indicating successful setup and availability for use.