Creating a Financial Period Batch

You can create annual or quarterly periods one at a time; however, to speed the time required to add monthly or weekly periods, consider using the Generate Financial Period Batch feature.

To create a financial period batch:

On the Navigation Menu, expand Administration and click Enterprise Data.
On the Enterprise Data page, expand Global and click Financial Periods.
On the Financial Periods page, select a calendar.
On the Financial Period tab, click the Actions menu and select Generate Financial Periods.
In the Generate Financial Periods dialog box:
1. In the Batch Start Date field, click Select Date and select a date from the calendar or type a start date.
2. In the Batch Finish Date field, click Select Date and select a date from the calendar or type a finish date.
3. On the Period Cycle list, select a period.
4. In the Every field, use the up and down arrows to specify a number.
5. Click Add.
6. Click Close.
On the Financial Periods page:
1. Click Save.

Tip

Although the application will alert you in each case, be aware of the following constraints when creating or configuring financial periods:

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