NOTE: For Optimum Control Enterprise, these periods should coincide with website reporting periods.
Once period information is
finalized, the ability to go back and edit information prior to the closing date
will require a user with permissions to edit. See Period Lockout
Preferences|topic=Preferences - Accounting.
Before adding periods, make sure you have indicated period length, starting day and month end treatment to ensure proper calculation. See Preferences.
1.
Click Settings (upper left corner).
2.
Choose Setup .
3.
Select Periods .
4. Click Generate Periods.
5. Choose the Number of Periods to generate. If this is your first time generating a period, choose one or two periods for now as more can be added once initial ones are saved.
6. NOTE: The length of periods and rules for Generating Periods are specified in Preferences. |topic=Preferences - Accounting
7. Click OK.
8. The periods will now be displayed for your review and editing, if required. Make sure the dates are correct.
9.
Click Save .