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1. Using the area at the bottom of the screen labelled 'New'
2. Leave the Parent Period Id field blank (NoteNOTE: The financial year will be the parent of other time periods eg fiscal months or GST / VAT periods)
3. Select  'Fiscal Year' from the Period Type Id drop down box
4. Enter '13' in the Period Num field (NoteNOTE: You can use any number that does not conflict with the other time periods you want to use. We plan to define 12 fiscal or tax months so will use 13 for the year) 
5. Enter 'FY 2008-2009' in the Period Name field (NoteNOTE: You can use any name you want but make sure it makes sense. This example is an abbreviation for Fiscal Year 2008-2009)
6. Select '1st April 2008' using the calendar lookup in the From Date field and press OK
7. Select '1st April 2009' using the calendar lookup in the Thru Date field and press OK (NoteNOTE: Even though we want our financial year to end on 31st March 2009 the test is used is based on less than not an equal to)
8. Leave the Is Closed field at its default of 'No'
9. Press the 'Create' button

The new time period will now be displayed in the list of open time periods.

Example: To add a new fiscal month or VAT / GST period that runs from 1st April 2008 to 30th April 2008

1. Using the area at the bottom of the screen labelled 'New'
2. Select the previously created financial year 'FY 2008-2009' in the Parent Period Id field
3. Select  'Fiscal Month' from the Period Type Id drop down box
4. Enter '1' in the Period Num field (NOTE: This is the first of 12 periods that we want to define.) 
5. Enter 'FM April 2008' in the Period Name field (NOTE: You can use any name you want but make sure it makes sense. This example is an abbreviation for Fiscal Month April 2008)
6. Select '1st April 2008' using the calendar lookup in the From Date field and press OK
7. Select '1st May 2008' using the calendar lookup in the Thru Date field and press OK (NOTE: Even though we want our fiscal month to end on 30th April 2008 the test is used is based on less than not an equal to)
8. Leave the Is Closed field at its default of 'No'
9. Press the 'Create' button

The new time period will now be displayed in the list of open time periods.

How do I update a time period?

TO DONOTE: Time periods cannot be updated via the current time periods screen. If you need to amend time period details then it can be done via Entity Data Maintenance in the Webtools menu.

How do I close a time period?

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