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Throughout the application you have the ability to sort data and
schedule activities according to specified time periods—or Calendars. Any
users granted the "MaintainCalendars" privilege have the ability to define
and maintain Calendars. To access the master list of Calendars, select the
"Calendars" option. The following screen will appear:
The "Calendar Master List" screen displays information on all existing
Calendars, including Calendar name and Calendar description.
To the far right of the screen, the following buttons are
available:
- CLOSE
Closes the screen, returning you to the application
desktop.
- NEW
Opens screen for creating a new Calendar type.
- EDIT
Enables you to edit highlighted Calendar definitions. The edit
screen is the same as that for creating a new Calendar
definition—except that when editing, the fields will contain Calendar
information. Double-clicking on a Calendar definition will also bring
you to the editing screen.
- DELETE
Highlight a Calendar definition and then select this button to
remove the Calendar from the list.
To create a new Calendar, select the NEW button. The following screen
will appear:
When determining the type of Calendar you want to create, you are
presented with the following options:
- CANCEL
Closes the screen without creating a new Calendar, returning you
to the previous screen.
- ABSOLUTE
Opens screen for creating a new absolute Calendar. Absolute
Calendars consist of fixed time periods with specific dates defining
the periods. The following example illustrates the kind of fixed time
period to be found in an absolute Calendar: "01/01/2002 to
03/31/2002".
- RELATIVE
Opens screen for creating a new relative Calendar. Relative
Calendars are more dynamic than absolute Calendars, allowing you to
define time periods in relation to a point in time. Examples of points
in time that relative Calendar periods might be defined in relation to
include the following: "Current Day" or "Beginning of Current Month"
or "Beginning of Next Quarter".
Regardless of which Calendar type you select, the following screen
will appear:
When creating a new Calendar, you are presented with the following
options:
- Name
Enter a unique Calendar name.
- Description
Enter a brief description of the Calendar.
- Calendar Type
-
One of the following options will be selected:
- Absolute
Option will be selected if you specified absolute
Calendar.
- Relative
Option will be selected if you specified relative
Calendar.
- Origin
Specify the origin point for your relative Calendar.
- Calendar Items
Display lists Calendar Items for the specified Calendar. For
relative Calendars, columns in the display include Calendar Item name,
offset, and period length. For absolute Calendars, columns in the
display include Calendar Item name, start date, and period.
To the far right of the screen, the following buttons are
available:
- CANCEL
Closes the screen, returning you to the previous screen.
- SAVE
Creates the Calendar, returning you to the previous
screen.
- NEW
Opens screen for creating a new Calendar Item.
- EDIT
Enables you to edit highlighted Calendar Items. The edit screen
is the same as that for creating a new Calendar Item—except that when
editing, the fields will contain Calendar Item information.
Double-clicking on a Calendar Item will also bring you to the editing
screen.
- DELETE
Highlight a Calendar Item and then select this button to remove
the Calendar Item from the list.
10.12.7.1.1. Absolute Calendar Item
To add a new Calendar Item to a Calendar, select the NEW button. The
following screen will appear if the specified Calendar is an absolute
Calendar:
When creating a new Calendar Item for an absolute Calendar, you are
presented with the following options:
- Calendar Name
Displays name of Calendar.
- Period Name
Enter a unique name to identify the absolute Calendar
Item.
- Start Date
Date entered describes when Calendar Item period will
begin.
- Period Length
Select a value between 1 and 999 using the arrow buttons located
to the right of the field. Value entered dictates the length of the
specified time period, measured in days.
To the far right of the screen, the following buttons are
available:
- CANCEL
Closes the screen without creating a new absolute Calendar Item,
returning you to the previous screen.
- SAVE
Creates the absolute Calendar Item and adds it to the list of
Calendar Items.
10.12.7.1.2.
Relative Calendar Item
The following screen will appear if the specified Calendar is a
relative Calendar:
When creating a new Calendar Item for a relative Calendar, you are
presented with the following options:
- Calendar Name
Displays name of Calendar.
- Period Name
Enter a unique name to identify the relative Calendar
Item.
Note
Negative numbers may be used when defining an Offset period in a
relative Calendar. This enables you to view data prior to the current
period, for example.
- Offset
Select a value between -999 and 999 using the arrow buttons
located to the right of the field. The offset is used to indicate the
length of time a period is removed from a given starting point—for
example, the current day, the current week, etc. Specify the type of
interval to be used for the offset by selecting one from the list in
the adjacent field. There are four different offset interval types to
choose from: days, weeks, months, and years.
- Period Length
Select a value between 0 and 999 using the arrow buttons located
to the right of the field. The period length dictates the length of
the specified period. Specify the type of interval to be used for the
period by selecting one from the list in the adjacent field. There are
four different period interval types to choose from: days, weeks,
months, and years.
To the far right of the screen, the following buttons are
available:
- CANCEL
Closes the screen without creating a new relative Calendar Item,
returning you to the previous screen.
- SAVE
Creates the relative Calendar Item and adds it to the list of
Calendar Items.
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Copyright © 1998-2008 by xTuple. All rights reserved.
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