Creating Periods

To create a Period:

  1. In your application select Manage, and then System Settings. In System Settings, select Period.
  2. Click Actions, and then New.
  3. Enter:
    • Start Year

      Note:

      The Start Year of one period cannot overlap the End Date of a previous period.

    • Number of Years, the maximum number of years is 20

    • Period Name, the maximum characters is 80

      You can use special characters; example: 02/15/2015.

    • Description, the maximum characters is 1000

    • Frequency

      You can specify which frequencies are used in each period by selecting the frequencies from the list of defined frequencies. See Creating Frequencies