Setting Up Calendar Builder

Use the base calendar to define other calendars, such as a detail daily calendar for average daily balances or a detail monthly calendar.

To set up Calendar Builder, use the Calendar Builder component (CALENDAR_BUILDER).

Page Name

Definition Name

Usage

Calendar Builder Page

CALENDAR_BUILDER

Define a calendar for use as the base for other calendars. The calendar that you first create becomes by default a detail calendar.

Use the Calendar Builder page (CALENDAR_BUILDER) to define a calendar for use as the base for other calendars.

The calendar that you first create becomes by default a detail calendar.

Navigation:

Set Up Financials/Supply Chain > Common Definitions > Calendar/Schedules > Calendar Builder

This example illustrates the fields and controls on the Calendar Builder page (1 of 2). You can find definitions for the fields and controls later on this page.

 Calendar Builder page (1 of 2)

This example illustrates the fields and controls on the Calendar Builder page (2 of 2). You can find definitions for the fields and controls later on this page.

 Calendar Builder page (2 of 2)

Field or Control

Description

Calendar ID

Enter the calendar identifier to appear on prompt lists, inquiries, and reports.

Description

Enter a value, such as Fiscal Year or Monthly.

Begin Date and End Date

Enter a range of periods for the generated calendar.

Fiscal Year

Displays the year based on the beginning date of the period. You can change this year.

Periods in a Year

Displays a value based on the option that you select:

  • Daily

  • Weekly

  • Bi-weekly

  • Monthly

  • Bi-Monthly

  • Quarterly

  • Semi-Annual

  • Yearly Calendar

Monthly Allocation Type

Select from the following values to account for the different period allocations for a monthly calendar period:

  • 12 period Calendar

  • 13 period Calendar

  • 445 Calendar (4 weeks, 4 weeks, 5 weeks)

  • 454 Calendar (4 weeks, 5 weeks, 4 weeks)

  • 544 Calendar (5 weeks, 4 weeks, 4 weeks)

Used for Depreciation

Select only if you have Asset Management installed and are defining a detail calendar to create the depreciation allocation period. Assign a period and year for depreciation.

Copy Period Name

Select to copy the period name from the previous fiscal year.

Note: If not selected, the system generates a new period name basis the date specified.

Generate

Click to generate the calendar and display the detail periods. You can make changes and regenerate the calendar.

Adjustment Period

You can have as many adjustment periods as you need to capture adjustments according to your business practices.

The value 998 is the default period for fiscal year-end adjustments. If you have only one adjustment period, accept the default.

If you have other adjustment periods, enter them as additions to or as a replacement for the default adjustment period. Enter an adjustment period name and abbreviation for each adjustment period. A period (for example, 901 or 902) identifies an adjustment period. A period cannot be an actual period (such as 1 through 12 for a monthly calendar) or any of the system-maintained periods (such as 0 or 999).

Note: Calendar Builder enables you to modify the calendar name and description only, and to generate prior fiscal year periods. To define a calendar further, use the other calendar options such as Detail or Summary. You can use the other calendar pages to display and modify a calendar created on the Calendar Builder page.