1. How do I get started with Oracle Sales in the Redwood User Experience?
  2. Create and Review the Accounting Calendar

Create and Review the Accounting Calendar

The Setup Assistant completes all of the tasks that you need to create the accounting calendar; it also enables the calendar in Oracle Sales. You can review the accounting calendar the Setup Assistant created for you. Optionally, you can generate forecasting periods for additional years in the future in your review.

What Setup Assistant Completes for the Accounting Calendar

Here's what the Setup Assistant completes for the accounting calendar:

  • Creates the accounting calendar itself.
  • Creates the forecasting periods for five years from the year you entered.
  • Enables the calendar for use by setting the profile option, Accounting Calendar Default.
  • Enables the calendar to be used in analytics and reports by running the Refresh Denormalized Time Dimension Table for BI scheduled process.
Caution: You can't make changes after you submit calendar data on the first run.

Review the Accounting Calendar

If you need to make other changes to the accounting calendar, then you must create a new accounting calendar. For example, you might need to start the calendar in an earlier year.

Caution: You can't create a different accounting calendar after you start using your calendar for forecasting and reporting.

See Create the Accounting Calendar for more information.

Here's how to make changes before you start using the calendar in forecasting and reporting:

  1. In Setup and Maintenance, go to: Sales offering > Company Profile functional area > Manage Accounting Calendars task.
  2. On the Manage Accounting Calendars page, click the name of the calendar created for you by the Setup Assistant.
  3. The Edit Accounting Calendar page displays the periods created for you. These periods display by year, beginning with the start date you entered in the Setup Assistant. You can change the year format and generate periods for additional years.
  4. To generate periods for additional years, on the Edit Accounting Calendar page, click Add Year and save. Do this for each year you want to generate periods for.
  5. Save your changes.

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