Creating and Editing Periods

1. Click Maintenance and then click Financial Calendar and Periods.
2. Click Refresh to populate the list of calendars. The Default calendar will automatically appear unless you change the name.
3. Click the Default calendar. You will see a screen with the financial calendar details.
   
   The Financial Calendar screen includes the following features:

   • To save the current view, click Save.

   • To export the data from the grid to Microsoft Excel, click the Microsoft Excel icon .

   • To view other calendars, click Prev or Next.

   • To remove the Year and Period filters above the grid, click Hide Filter.

   • To sort the content in the grid, click Sorting .

4. To add a financial period, click Add Financial Period and complete the following fields:

   • Financial Calendar: automatically named Default but can be renamed.

   • Year: enter the year for the period.

   • Period: enter a period number.

   • Week: enter a week number.

   • Financial Period: automatically generated, but can be edited if necessary.

   • Date From: select start date of the period from the calendar.

   • Date To: select the end date of the period from the calendar.

   • Period Type: select one of these options:

     • Trading Period: the default option for calendars imported from Reporting and Analytics.

     • Closing Period : select this option when using Inventory Exports in the Close Financial Periods module.

   1. Click OK to save.
   2. Click Save on the Financial Calendar screen.
5. To edit an existing calendar, select the calender in the Financial Name column.
   1. Update the information and click OK.
   2. Click Save on the Financial Calendar screen.