- User Guide
- Maintenance
- Financial Calendar and Periods
- Creating and Editing Periods
Creating and Editing Periods
- Click Maintenance and then click Financial Calendar and Periods.
- Click Refresh to populate the list of calendars. The Default calendar will automatically appear unless you change the name.
- Click the Default calendar. You
will see a screen with the financial calendar details.The Financial Calendar screen includes the following features:
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To save the current view, click Save.
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To export the data from the grid to Microsoft Excel, click the Microsoft Excel icon
.
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To view other calendars, click Prev or Next.
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To remove the Year and Period filters above the grid, click Hide Filter.
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To sort the content in the grid, click Sorting .
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- To add a financial period, click Add Financial
Period and complete the following fields:
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Financial Calendar: automatically named Default but can be renamed.
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Year: enter the year for the period.
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Period: enter a period number.
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Week: enter a week number.
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Financial Period: automatically generated, but can be edited if necessary.
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Date From: select start date of the period from the calendar.
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Date To: select the end date of the period from the calendar.
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Period Type: select one of these options:
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Trading Period: the default option for calendars imported from Reporting and Analytics.
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Closing Period : select this option when using Inventory Exports in the Close Financial Periods module.
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- Click OK to save.
- Click Save on the Financial Calendar screen.
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- To edit an existing calendar, select the calender in the Financial Name column.
- Update the information and click OK.
- Click Save on the Financial Calendar screen.
Parent topic: Financial Calendar and Periods