Generate paid time off period end adjustments

  1. Open the Generate PTO Period End Adjustments screen.
  2. Note the active company. If you want to change it, click in the header and select the appropriate company.
  3. In the Posting Group field, do one of the following:
    • Enter the code of the posting group for the adjustments and press Tab.

    • Click to select the posting group for the adjustments from a Lookup List.

  4. In the Paid Time Off field, do one of the following:
    • Enter the code for the paid time off type for the adjustments and press Tab.

    • Click to select the paid time off type for the adjustments from a Lookup List.

  5. In the Journal Type field, do one of the following:
    • Enter the code of the journal type for the adjustments and press Tab.

    • Click to select the journal type for the adjustments from a Lookup List.

  6. In the Generate Adjustments Through Date field, enter the date through which to calculate the adjustments in the format specified in the region settings on your computer or click to select the date from a Date Picker.
  7. Click Generate Adjustments.
  8. Click Yes.
A message is displayed when the process completes.

After generating paid time off period end adjustments, you may want to post the journal entry created using the Post Journal Entries screen.