Use this procedure to create period
groups and periods for your finance group. For example, monthly, weekly, annually,
quarterly, or bi-weekly with the variations of 445, 454, or 544 weekly calendars.
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Select .
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Open a calendar record.
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On the Period
Groups tab, click Create .
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Specify this information:
- Period Group
- Specify a name for the period group. An example of a period group
is Annual, Quarterly, Monthly, or Weekly.
- Description
- Provide a description for the period group.
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Click Save.
You can now create the periods for the period group.
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Open a record on the Period Groups tab.
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On the Periods tab, click Create.
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Specify this information:
- Year
- Specify the year.
- Period
- Select the period frequency, for example, Weekly, Bi Weekly, Semi
Monthly, Monthly, Quarterly, 445, 454, 544. If you select
Weekly, you can select a Weekly Option.
- From Date
- If you select a Period that is not weekly,
specify the start date for the period.
- To Date
- If you select a Period Frequency that is not weekly, specify the
end date for the period.
- Name
- Specify the period name. This is used to define the format
of the period name by using text variables.
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Click Save.
The periods for the year are created.