Defining Summary Calendars

To define Summary Calendars, use the Summary Calendar component (SUMMARY_CALENDAR).

Page Name

Definition Name

Usage

Summary Calendar Page

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:

Set Up Financials/Supply Chain > Common Definitions > Calendar/Schedules > Define Summary Ledger Calendar

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

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.