Set up an Accounting Period

Security Note: You need the Allow the user to maintain accounting periods security right in the Marketing user group security rights group for this activity.

Activity Steps

1. Open the Accounting Period Editor.
2. To search for existing accounting periods:
   1. Enter the Start Date and End Date in the Criteria field group.
   2. Click Search or press F3.
3. To create a new accounting period:
   1. Right-click in the Accounting Period table and select New from the menu.
   2. Update the accounting period Name if required.
   3. Complete the following fields.
      • Start Date
      • End Date
      • Active—Whether the accounting period is active.
4. If an automated month-end process DLL is configured, specify the Scheduled Month-End Execution date.

   Note: The Automated Month-End Process can only run if the accounting period is active, and if the required dynamic link library (DLL) file is configured on the MineMarket Server.

5. Click Save.