This section allows you to set up financial calendars for specific offices.
Note that before doing this, you need to have set up a Non-Working Days Calendar which covers the whole period for which you wish to create a financial calendar.
You also need to have generated the financial calendar for each office and for each year that you want to generate a budget for, BEFORE you can define budgets.
To generate a financial calendar, select Modules > Acquisitions > Module Maintenance > Calendars.
Click Generate Financial Calendar.
The following page is displayed:
Fill in the information as follows:
|Office||Select the office you want the financial calendar for in the "Office" drop down field.|
|Financial Year||This is automatically filled with the current year, but this can be edited.|
|Start Date||This is automatically filled with 1 January of the current year, but this can be edited, either by using the drop down boxes for day, month and year, or by using the calendar icon and picking a date from the pop up calendar.|
|End Date||This automatically calculates 365 days (366 in a leap year) later than the Start Date.|
|Periods||Select whether the financial year has 12 or 13 periods|
|Five Week Period 13||If you have selected 13 periods, select whether it is 5 weeks long|
When the information is complete, click the Generate button to generate the financial calendar.
The calendar is displayed, based on the Non-Working Days Calendar that has been defined:
If the Non-Working Days Calendar has not been defined
You may get an alert message as follows:
This indicates that you have not set up a Non-Working Days Calendar which covers the whole period for which you wish to create a financial calendar.
Click Yes to continue.
Once you have set up the Non-Working Days calendar, the process of setting up the Financial Calendar can be completed.