how to add future years to an existing fiscal calendar

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 ©2014 Direct Tech, Inc.  AllChannel Su ite v13.0.0 1 How to Add Future Years to an Existing Fiscal Calendar Be sure to extend your Fiscal Calendar periodically. If the Fiscal Calendar does not extend far enough into the future, it will prevent Master Scheduling from running or cause a number of other issues. The Fiscal Calendar should extend as far as the Planning Horizon Maximum (MS_PLAN_HORIZON_MAX) parameter. See the Planning Horizon Management  section of the Configuration Parameters Reference Manual for more information about the MS_PLAN_HORIZON_MAX parameter.  After you hav e init ially created a f iscal calendar for a company, it is s imple to add additional years to a n ex isting calendar when necessary. To add additional years to an existing calendar, do the following: 1. In the main menu, click on the Tools menu and then select the New Calendar command or click on the New Calendar  icon in the toolbar. The system automatically adds the new year to the bottom row of the Details grid. 2.  You can adjust the end date. If you extend the End Date to include a few days that fall out side of the default calendar, the system will automatically adjust the End Date to achieve a seven-day week and therefore, the calendar could extend a few days into the next calendar year. 3. In the main menu, click on the Tools menu and then select the Build Calendar command or click on the Build Calendar  icon in the toolbar. The system automatically creates the weeks in the Calendar based on the Begin Date and End Date.  Figure 1: Fiscal Calendar Window, New Year, Build Calendar Option 4. In the main menu, click on the File menu and then select the Save command or click on the Save icon in the toolbar.

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Be sure to extend your Fiscal Calendar periodically. If the Fiscal Calendar does not extend far enough into the future, it will prevent Master Scheduling from running or cause a number of other issues. The Fiscal Calendar should extend as far as the Planning Horizon Maximum (MS_PLAN_HORIZON_MAX) parameter

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  • 2014 Direct Tech, Inc.AllChannel Suite v13.0.0 1

    How to Add Future Years to an Existing Fiscal Calendar

    Be sure to extend your Fiscal Calendar periodically. If the Fiscal Calendar does not extend far enough into the future, it will prevent Master Scheduling from running or cause a number of other issues. The Fiscal Calendar should extend as far as the Planning Horizon Maximum (MS_PLAN_HORIZON_MAX) parameter. See the Planning Horizon Management section of the Configuration Parameters Reference Manual for more information about the MS_PLAN_HORIZON_MAX parameter.

    After you have initially created a fiscal calendar for a company, it is simple to add additional years to an existing calendar when necessary.

    To add additional years to an existing calendar, do the following:

    1. In the main menu, click on the Tools menu and then select the New Calendar command or click on the New Calendar icon in the toolbar. The system automatically adds the new year to the bottom row of the Details grid.

    2. You can adjust the end date. If you extend the End Date to include a few days that fall out side of the default calendar, the system will automatically adjust the End Date to achieve a seven-day week and therefore, the calendar could extend a few days into the next calendar year.

    3. In the main menu, click on the Tools menu and then select the Build Calendar command or click on the Build Calendar icon in the toolbar. The system automatically creates the weeks in the Calendar based on the Begin Date and End Date.

    Figure 1: Fiscal Calendar Window, New Year, Build Calendar Option

    4. In the main menu, click on the File menu and then select the Save command or click on the Save icon in the toolbar.

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    2014 May 7, 2014Direct Tech, Inc.AllChannel Suite v13.0.0 2

    5. In the Details grid, expand the year level row to see the fiscal weeks that are in the calendar for that year

    Figure 2: Fiscal Calendar Window, Save Option, Expanded Grid