Editing an Existing Cycle

Cycles may be edited to add additional periods, change the dates of existing periods, remove periods, or change the current period. In particular, mappers are generally configured to run on cycles and need a current period to return accurate results. For this reason, any cycles in active use should be updated to ensure that future periods are defined and a current period exists. Use the following steps to add more periods to an existing cycle or change the current period.

To edit an existing cycle:

  1. Select Administration > Cycles to display the Cycle List screen.

  2. Click the name of the cycle in the Name column.

  3. If you need to add more periods to the cycle, you can allow PaymentNet to generate them automatically. For this option, use the Create Periods for this Cycle fields. For more information, see Using Automation to Set Up Periods within a Cycle.

    If you prefer to add periods manually, use the fields at the bottom of the Cycle Detail screen. For more information, see Creating Periods within a Cycle using a Manual Process.

  4. If you need to change which period is the current period, clear the Automatically Adjust Current Indicator check box, if it is currently selected. Then select the Current button for the period you want to designate as the current period.

  5. Click Save.