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To Generate Periods for New Financial Years in Master Calendar

In Acumatica ERP, you can generate financial periods for each new year in the master calendar on the Master Financial Calendar (GL201000) form.

When the Multiple Calendar Support feature is disabled on the Enable/Disable Features (CS100000) form, you use this form to generate new financial years in the master calendar and the system generates company calendars automatically.

When the Multiple Calendar Support feature is enabled on the Enable/Disable Features form, you generate financial years separately for each company and the system generates the corresponding years in the master calendar automatically.

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Back to TopBefore You Proceed

You need to have an appropriate year in the master calendar to configure the first year in the company calendar. Make sure that the financial year and its periods have been configured on the Financial Year (GL101000) form. For details, see To Configure a Financial Year with Month-Based Periods, To Configure a Financial Year with Week-Based Periods, or To Configure a Financial Year with a Custom Number of Periods.

Back to TopTo Generate Financial Periods for the Master Calendar

  1. Open the Master Financial Calendar (GL201000) form.
  2. On the form toolbar, click Generate Calendar.
  3. In the Generate GL Calendar dialog box, which opens, in the From Year and To Year boxes, make sure that the required financial years are selected.
    4. You can specify a range of financial years in these boxes.
  4. Click OK to close the dialog box.
    5. Periods have been generated with the Inactive status.