Creating a Financial Period Batch

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You can create annual or quarterly periods one at a time; however, to speed the time required to add monthly or weekly periods, consider using the Generate Financial Period Batch feature.

To create a financial period batch:

  1. Click the Administer menu and select Enterprise Data.
  2. In the Enterprise Data pane, expand Global and click Financial Periods.
  3. On the Financial Periods page, click Add Batch.
  4. In the Generate Financial Periods dialog box:
    1. In the Batch Start Date field, click Select Batch Start Date and select a date from the calendar or type a start date.

      Note: For example, the 31st of January 2010 would be 31-Jan-10.

    2. In the Batch Finish Date field, click Select Batch Finish Date and select a date from the calendar or type a start date in day-month-year format.
    3. Select a Period Cycle and use the up and down arrows to specify a number of weeks or months.
    4. Click Create.
  5. In the Primavera P6 alert dialog box, click OK to acknowledge that one new financial period has been created.
  6. On the Financial Periods page:
    1. In the Name field, double-click and type a name.
    2. Click Save (Ctrl+S).

Tips

Although you are alerted in each case, be aware of the following constraints when creating or configuring financial periods:

Related Topics

About Financial Periods

Creating Financial Periods

Deleting a Financial Period



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Last Published Thursday, February 04, 2016

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