System Date

The System Date editor allows you to enter each calendar day for a particular year and assign those dates specific system information.  You identify business days, the current day, month end dates, quarter end dates, year end dates and holidays.  The system date information will be referenced during cycle processing to determine on what day processing should occur.

 

The System Date administration tool allows you to add new calendars, populate new calendar with dates using a date generation wizard, and manually add system dates to an existing calendar.

 

Note:  Once a system date is entered, it cannot be deleted.

 

 

New Calendars

You can add a new calendar through the Code Names section of the Admin Explorer.  Once you create a new calendar, you will be able to select it from the calendar code field on the System Date.xml file and add new system dates as described above.

 

Steps to Add a New Calendar

  1. Navigate to the Admin Explorer.

  2. Open the Code Names folder.

  3. Open the AsCodeCalendar folder.

  4. Double-click on the AsCodeCalendar.xml file to open it in the Configuration Area.

  5. Click Add to add a line for the new calendar.

  6. Double-click on the Code Value field and enter the code value.

  7. Double-click on the Short Description field and enter an abbreviation for your calendar.

  8. Double-click on the Long Description field and enter the long name for your calendar.

  9. Right-click on the AsCodeCalendar.xml file and select Check-in.  This will save your changes to the database.

 

AsCodeCalendar.xml file open in Configuration Area

 

Your new calendar will appear in the drop down list in the System Date file's Calendar Code field.

 

New Calendar code in Calendar code drop down box

 

 

Steps to Populate a New Calendar Using the Date Generation Wizard

  1. Right-click the System Date node and select System Date Generation Wizard.

 

System Date Generation Wizard option in Admin Explorer

 

  1. Select the calendar where you want to add dates from the Calendar Code drop down box.

  2. Enter the first date in your date range.

  3. Enter the last date in your date range.

  4. Click Finish.

 

The System Date Generation Wizard will add all the dates within the specified range to the new calendar.  The wizard will also mark the appropriate indicator check box for each date.

 

Steps to Manually Add a New System Date

  1. Select the Admin Explorer tab.

  2. Open the Administration folder and then open the System date folder.

  3. Right-click on the System date file and select Check-out.

  4. Select the Add button at the bottom of the system date file.  A new field will display.

  5. Select a date from the System Date field.

  6. Check the business day indicator if the day is a business day.

 

Note:  Do not check the Current Indictor.  That is a system generated check box.

 

  1. Check the month end indicator if the date is a month end date.

  2. Check the quarter end indicator if the date is a quarter end date.

  3. Check the year end indicator if the date is a year end date.

  4. Select the next day's date from the Next System Date field.

  5. Select the previous day's date from the Previous System Date field.

  6. Check-in your System Date file to save the changes to the database.

 

System date file