Creating Periods within a Cycle using a Manual Process

Follow these instructions if you want to manually create the periods within a cycle. These instructions assume that you are viewing the Cycle Detail screen and have entered a name for the cycle, as described in Creating a New Cycle.

Note:The Create Periods For This Cycle fields are not used for manually created periods. If you select the Adjust For Weekends and Holidays check box, your selection will be ignored.

To manually create periods within a cycle:

  1. At the bottom of the Cycle Detail screen, specify the following information for each period you wish to create:

    Description

    A unique name for the period. You may enter a maximum of 25 characters for the description.

    Begin Date

    The date when the period begins. The begin date for each period must be one day after the end of the previous period.

    End Date

    The date when the period ends.

    Current

    Select this option to identify the current period within the cycle.

    PaymentNet automatically supplies a Period ID that numbers the periods you create in sequential order.

  2. To add the next period, click Add and enter the Description, Begin Date, and End Date. Repeat this step until all periods have been added.

    To delete a period, click the corresponding Delete button.