Defining Summary Calendars
To define Summary Calendars, use the Summary Calendar component (SUMMARY_CALENDAR).
Page Name |
Definition Name |
Usage |
---|---|---|
SUMMARY_CALENDAR |
Summarizes the detail calendar into a specified number of periods used with summary ledgers to produce summary reports. |
Use the Summary Calendar page (SUMMARY_CALENDAR) to summarizes the detail calendar into a specified number of periods used with summary ledgers to produce summary reports.
Navigation:
This example illustrates the fields and controls on the Summary Calendar page. You can find definitions for the fields and controls later on this page.
![Summary Calendar page](img/i2a517932n-79a1.png)
Field or Control |
Description |
---|---|
Summary Calendar |
Enter the calendar's name or title to appear on pages, reports, and online inquiries. |
Periods in a Year |
Specify the number of periods in the accounting year for this calendar. PS/nVision reporting uses the number of periods to identify TimeSpans that roll from one year into another, such as a rolling 12-month report. |
Detail Calendar |
Select a detail calendar. Every summary calendar must be based on a detail calendar. |
Fiscal Year, Period, Period Name, and Abbreviation |
Enter the information for each summary fiscal year, each summary period in that year, and a period name and abbreviation for each period. You can define as many years on a calendar as necessary, including years for storing historical information. |
From Period and To Period |
Enter the detail calendar periods to summarize in each summary period. In addition to grouping periods, such as combining monthly accounting periods into quarterly results, you can specify a from period of 1 in all ranges, and use this to store year-to-date balances in each summary period on your summary ledger. Your year-to-date summary periods can match your detail calendar periods. For example, a monthly detail calendar is summarized into a monthly year-to-date calendar. You can also combine detail periods such as a monthly detail calendar summarized into a quarterly year-to-date calendar. |