Define business calendar entries

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 3 minutes to read

    • Create business calendar entry records that define the individual time periods that make up a business calendar. You create a business calendar entry for every individual time span in the calendar.

    Before you begin

    Role required: admin

    About this task

    In contrast to legacy schedule entries that have repeating and excluding time spans, you have to create individual business calendar entries for every business calendar time span. For example, if you are creating a Fiscal Year 2020 business calendar with 13 fiscal periods, you have to create individual business calendar entries for each fiscal period. For each fiscal period, you specify start and end date times.
    Note:
    Fiscal calendars or schedules you may have created in the Fiscal Calendar or System Scheduler > Schedules menu also appear on the lists on the Business Calendar menu. If you select a fiscal calendar or schedule, it appears in the legacy function that you originally used to create it. You can't view or update legacy fiscal calendars or schedules using this form.
    Note:
    The easiest way to create business calendar entries and associate them with a business calendar is to use the Business Calendar Entries related list in the Business Calendar form. To learn more about creating a business calendar, see Create a business calendar.

    Procedure

    1. Navigate to All > Business Calendar > Business Calendar Entries.
    2. Click New.
    3. On the form, fill in the fields.
      Table 1. Business calendar entry form
      Field Description
      Name Unique reference name for the business calendar entry. To select a business calendar name or create a new one:
      1. To search for an existing business calendar entry name, click Search button.
      2. If no business calendar entry name exists and you want to create a new business calendar entry name, click New. The Business Calendar Entry Name form appears.
        Note:
        To learn how to create business calendar entry names, see Create business calendar entry names.
      Start Start date and time for the business calendar period. It uses the time zone that you specified in the business calendar record that you associate with it. For example, if you are defining a fiscal period for the month of January, the starting date time is January 31, 2020 12:00 a.m.
      End End date and time for the business calendar period. It uses the time zone that you specified in the business calendar record that you associate with it. For example, if you are defining a fiscal period for the month of January, the ending date time is January 31, 2020 11:59 p.m.
    4. Click Submit.

    Create business calendar entry names

    Create a name for an individual business calendar entry. You create this record so you can easily identify a specific business calendar entry when you use it in a business calendar.

    Before you begin

    Role required: admin.

    Procedure

    1. Navigate to All > Business Calendar > Business Calendar Entry Names.
      Note:
      Alternately, you can create a business calendar entry name at the time you create the associated business calendar entry. To learn more about creating a business calendar entry, see Define business calendar entries.
    2. Click New.
    3. On the form, fill in the fields.
      Table 2. Business calendar entry name form
      Field Description
      Short name Abbreviated name for the business calendar entry. For example, January.
      Long name Longer name for the business calendar entry. For example, January fiscal period.
      Label Unique label for identification of the business calendar entry when you perform filtering.
      Calendar Name of the business calendar that you want the business calendar entry to belong to. This entry creates the relationship between a business calendar and the business calendar entries that define each individual time span with it. For example, if you are creating a business calendar entry for the January fiscal period, you select FY20 to associate it with Fiscal Year 2020.
      To select an existing business calendar:
      1. Click Search button or
      2. Click inside the Calendar field to view and select from a listing of recent business calendars that are created in Business Calendar > Business Calendars.
      Note:
      If you attempt to use the Search button and see a dialog box with Cancel and Leave options, click Cancel and then click inside the Calendar field to select from a listing of recent business calendars.
      Application Application that is associated with this business calendar. If you are working on an application or are creating a business calendar from an application record, the field defaults to that application. Otherwise, the field defaults to Global. Any records that are created from the table record, such as modules and security rules, are assigned to this application by default. To learn more about application scoping, see Application scope
    4. Click Submit.

    Result

    Records are created in the Business Calendar Entry (business_calendar_span) and the Business Calendar Entry Name (business_calendar_span_name) tables. If you create business calendar entries in the Business Calendar Entries related list in the Business Calendar form, these records are also associated with the specific business calendar.