Calendars

The Calendars option is used to set up the following Circulation calendars:

Publishing
Holiday
CC invoice
CC run date
TM
Statement
Accrual
Aging

Note:

It is important that only one user at a time modifies any calendar for the same product or company/bill source combination. For example, while one user is modifying the publishing calendar for product Trib, no other users should be making changes to any calendar (including the holiday calendar, CC invoice calendar, etc.) for the same product. The same is true for a company/bill source combination when modifying the statement, accrual, and aging calendars.

To run this option:

Select Calendars from the Business Menu to display the Calendars window.
In the Calendar field, specify the type of calendar you are setting up and click OK.
Depending on the type of calendar you selected, enter the following additional information:
- Product and Start Year—Enter the product ID and the year that the calendar should begin. These fields are used for the publishing, holiday, CC invoice, CC run date, and TM calendars.
- Company, Bill Source, and Start Year—Enter the company and bill source, as well as the year that the calendar should begin. These fields are used for the statement, accrual, and aging calendars.
Click OK. The calendar will appear. Dates that are currently selected are shown with an orange highlight. Dates that are not selected have no highlight. The current date is outlined in red. See the following example.

The calendar can be used as follows:

Click the double arrows to move to the previous or next year.
Click on a date to select it. Click again to deselect it.
Dates can also be selected using the Range option (described below).
To save any changes to the calendar, click Apply.
To revert back to saved changes, click Reset.
To save any unsaved changes and get out of the calendar, click OK.
To cancel any unsaved changes and get out of the calendar, click Cancel.

Entering Ranges

To select recurring dates (such as every other Wednesday or the first of every month), you can use the Range option. Click the Range button at the bottom of the window to display the recurrence popup window. The options in this window depend on whether a weekly, monthly, or quarterly pattern is selected.

Weekly

For a weekly recurrence, you can select the number of weeks between each recurrence, the day or days of the week that should be selected, the date range to select or the number of recurrences, and whether to add or replace dates.

Monthly

For a monthly recurrence, you can select a day of the month (or multi-month period) or a specified weekday (i.e., first, second, etc.) of every month or multi-month period. You can specify a date range or number of occurrences, and whether to add or replace dates.

Quarterly

For a quarterly recurrence, you first have to enter the fiscal start date. Then, specify the week pattern (e.g., 5-4-4 to total 13 weeks) and day or days of the week to select. You can then specify a date range or number of occurrences, and whether to add or replace dates.

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Last updated 2 years ago