Setting Custom Target Dates

Setting Custom Target Dates

To set up custom target dates within the system, follow these steps:

1. Navigate to Step 3 (Period) in Target setup.
2. Select Custom Target Date as the option.
3. Click Create Lookup Table to proceed.



4. The system will redirect to the Lookup Table page, where a name for the table needs to be entered and the table saved.



5. Add data to the Lookup Table, including Target Amount, Start Date, and End Date. This can be done manually, or by downloading and completing the template for data import.





6. Return to Step 3 in the Target setup, and select the newly created table in the Target Table field.
7. Finally, save the target to apply the custom target dates.