Add Calendar

Click this button to add a new calendar. Refer to Procedures later in this topic for instructions.

Grid Fields

Calendar

The identification for the Calendar.

Description

A description for the Calendar.

Fiscal Years

Click the link to open the Fiscal Year grid.

Delete

Use the Delete button to delete a calendar. Refer to the delete instructions later in this topic.

A red dot  indicates a required field or selection.

Calendar

The identification for the calendar. For example, CC400.

Description

A description for the calendar. For example, Fiscal, Standard, Commercial, or CP40.

1. From the eSite menu, select Setup—Global—Calendars.
2. From the Calendars Grid, click Add Calendar.
3. In the Calendar field, type the name of the calendar you want to add. For example, Standard.
4. In the Description field, type a descriptive name for this calendar.
5. Click Save. The Calendar grid appears.

Note

The next set of instructions provide steps to follow for adding periods to a calendar.

1. From the Calendars Grid, if necessary use the Filter buttons to locate the Calendar you want to work with.
2. Click the Fiscal Years link for the Calendar you want to add a Fiscal Year to. The Fiscal Year form opens.
3. Click Add Fiscal Year. A default year appears in the Starting Fiscal Year/ Select Fiscal Year to Create field. Accept the default or enter another year into the field and then click Save. The Fiscal Years grid appears.
   
   Note that the field that appears depends on whether this is the first Fiscal Year added to the Calendar (Starting Fiscal Year) or subsequent Fiscal Year added to the Calendar (Select Fiscal Year to Create).
4. From the grid, click the Fiscal Year you just created. The page refreshes to show a set of default periods for the fiscal year and sets the periods to active.
5. Accept the defaults or make changes. Refer to the Field List for additional information.
6. Click Save.
7. To add another Fiscal Year to the Calendar, repeat the steps above.

1. From the eSite menu, select Setup—Global—Calendars.
2. Click the link in the Calendar column for the Calendar you want to edit.
3. Make any changes to the Calendar and Description fields. Refer to Add/Edit Calendar Fields, above, for help.
4. Click Save.

1. From the eSite menu, select Setup—Global—Calendars.
2. From the Calendars grid, click Delete for the Calendar you want to delete. A confirmation message displays.
3. Click OK.

1. From the eSite menu, select Setup—Global—Calendars.
2. Click the Fiscal Years link for the Calendar you want to edit.
3. Click the link in the Fiscal Year column for the Fiscal Year you want to edit.
4. Make any changes to the page that opens.
5. Click Save.

1. From the eSite menu, select Setup—Global—Calendars.
2. Click the Fiscal Years link for the Fiscal Year you want to Delete.
3. From the Fiscal Year grid, click Delete for the Fiscal Year you want to delete. A confirmation message displays.
4. Click OK.

 

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