Practice: Create a Frequency

Objective

Create an End of Period Frequency Job

Instructions

1. In Studio, select the desired Schedule and click View.
2. In the side menu, select Add Job.
3. Create a new Job.
4. Give the Job the desired Name.
5. Give the Job a desired Job Type.
6. Click the Save button.
7. Click the Lock button to enter Admin Mode.
8. Expand the Frequency section, if not already expanded.
9. Click the Add button.
10. In the Frequency Manager Wizard:
11. In the Name field, enter EOM-B.
12. In the When to Schedule dop-down menu, select End of Period.
13. In the Period drop-down, select Month.
14. In the A/O/B/N section, select Before Date.
15. Make sure the Day Type is set to Working.
16. Click the Save button.
17. In the Active column, select the frequency then select Forecast.

tip

The Forecast screen should show the last working day of every month as green. Notice how holidays and weekends affect this Frequency.

18. Close Library.
19. Close Studio.

Video Walkthrough