Statement Calendar

The billing dates for a particular bill source are defined by the Statement Calendar. It is therefore the Statement Calendar that drives the entire billing cycle.

Note: When setting up the Statement Calendar for a new bill source, you should define the previous billing date as a billing date in the calendar. This will give Circulation a starting point when billing the bill source for the first time (the billing date range will be the previous billing date to the current billing date).

To set up the Statement Calendar:

1. In character Circulation, select Statement Calendar from the Account Billing menu to display the Statement Calendar Setup screen. Statement calendars can also be set up in the Calendars option in Graphical Setup—see Calendars.

2. Enter the company and bill source for which you wish to define billing dates. The screen will appear as shown below.

   
3. Select specific days for billing, using the table below as a guide. For example, to pick June 14, you would highlight that day and press Enter.

   Action	Key
   Execute an action (such as a cancel) or select a specific day.	Enter
   Move the cursor to previous day	Backspace or left arrow
   Move the cursor to previous week	Up arrow
   Move the cursor to next week	Down arrow
   Move the cursor to previous month	Page Up
   Move the cursor to next month	Page Down
   Move the cursor to next year	Esc - right arrow
   Move the cursor to previous year	PF13
   To enter a date range	- (hyphen)
   To enter the “to date” range	/ (slash)
   To multiply	X or * (asterisk)
   Accept	F1
   Reject	F4 or End
   To display help	F2

4. Press F1 to accept the dates selected. Set up a calendar for another company and bill source, or press F4 to exit to the Setup menu.