Understanding the Setup Requirements for Foundation Calendar

Before you can use Foundation Calendar, you must verify that your system is set up correctly and that the user-defined code (UDC) tables that the system uses contain the appropriate values. This table describes the required setup for Foundation Calendar:

Setup Task	Description
Set up UDCs.	These UDCs are required for foundation calendar processing: 01/CY 01/TM 01/AC 01/PL 01/AD 01/AE 01/AF 01/AG 01/AH 01/C1 01/C2 01/C3 01/C4 01/C5 01/DV 01/PT 01/IT 01/LT 01/WD 01/DY 01/WK 01/MN 01/CG 01/TL
Set up CRM Constants	If you are using Foundation Calendar for CRM purposes, you must set the CRM constant for Foundation Calendar. This constant enables you to specify the default calendar type so that when you access a calendar from the CRM programs, the system automatically displays the specified calendar type.

Setup Task

Description

Set up UDCs.

These UDCs are required for foundation calendar processing:

01/CY

01/TM

01/AC

01/PL

01/AD

01/AE

01/AF

01/AG

01/AH

01/C1

01/C2

01/C3

01/C4

01/C5

01/DV

01/PT

01/IT

01/LT

01/WD

01/DY

01/WK

01/MN

01/CG

01/TL

Set up CRM Constants

If you are using Foundation Calendar for CRM purposes, you must set the CRM constant for Foundation Calendar. This constant enables you to specify the default calendar type so that when you access a calendar from the CRM programs, the system automatically displays the specified calendar type.

This table describes the UDC tables that you use to manage calendars:

UDC Table	Description
01/CY	This UDC table defines valid types of calendars. The system uses the special handling code value from this table to determine which program to use when opening the calendar. You can specify P01301 or P01302 in the Special Handling column of the table. If you leave the Special Handling field blank, the system uses P01301 to open activities for that calendar type. Create values that meet your business needs or use these existing values: Bank Carrier CRM Customer Holiday Personal Resource Route Supplier WRKEXC (Employee Work Schedule)
01/TM	This UDC table defines valid start and end times for the work day. Either use the one-hour increments that are provided or create your own times with thirty-minute increments. Enter the values in this format: hh:mm, where hh represents the hour and mm represents the minutes. You must use two digits to enter the hours. For example, enter 08:30 to represent 8:30 a.m.
01/AC	This UDC table defines valid activity types. Enter 1 in the Special Handling field for each type that is a task to differentiate between tasks and events. Tasks are not time sensitive; therefore, the system will not allow a user to enter a start time or an end time for tasks. The system displays only events on the calendar. You can use the activity types provided or create your own.
01/PL	This UDC table defines plan types for creating a set of activities from action plans. Either use the plan types that are provided or create your own types.
01/AD, 01/AE, 01/AF, 01/AG, 01/AH	You can set up these UDC tables to create category codes to further classify your calendars.
01/C1, 01/C2, 01/C3, 01/C4, 01/C5	You can set up these UDC tables to create category codes to further classify your activities and tasks.
01/DV	This table defines the default view for a calendar. Values are: D: Day W: Week M: Month The values in this table are hard-coded and should not be changed.
01/PT	This UDC table defines the valid priority and commitment levels for activities. Values are: 1: Low Priority 2: Medium Priority 3: High Priority The values in this table are hard-coded and should not be changed.
01/IT	This UDC table defines the types of entities for which calendars can be created within the Foundation Calendar system. Values are: ADDS: State/Province AN8: Address Book Number CO: Company MCU: Branch Plant UN: Union WRKSCH: Work Schedule The values in this table are hard-coded and should not be changed.
01/LT	This UDC table defines valid lead-time units for activity and task reminder messages. Values are: D: Days H: Hours M: Minutes The values in this table are hard-coded and should not be changed.
01/WD	This UDC table defines valid start and end days for the work week. Values are: 1: Sunday 2: Monday 3: Tuesday 4: Wednesday 5: Thursday 6: Friday 7: Saturday The values in this table are hard-coded and should not be changed.
01/MD	This UDC table defines valid meridiem values. Values are AM and PM. The values in this table are hard-coded and should not be changed.
01/DY	This UDC table defines days of the week for recurrence patterns for activities and tasks. Values are: Sunday Monday Tuesday Wednesday Thursday Friday Saturday The values in this table are hard-coded and should not be changed.
01/WK	This UDC table defines the weeks of the month for recurrence patterns for activities and tasks. Values are: First Second Third Fourth Last The values in this table are hard-coded and should not be changed.
01/MN	This UDC table defines the months of the year for recurrence patterns for activities and tasks. Values are: January February March April May June July August September October November December The values in this table are hard-coded and should not be changed.