The Calendar Wizard

The Calendar Wizard guides you through the process of setting up the required Financial Calendar records, allowing you to create the Global (Financial, Reporting) and Location Post Calendars quickly and easily.  This feature is available only to Application Users linked to a User Group with the "Financial Calendar – Calendar Wizard" control enabled.  

 

  1. Under the Corporate menu, click Financial Calendar.
  2. Click the Calendar Wizard button.
  3. Select they type of calendar you would like to set up:
  • Global Calendars: This will let you set up Financial Calendar and Reporting Calendar periods for the year.  {Note}Closed: The Financial Calendar MUST be defined for the Fiscal Year before creating Reporting or Post calendar records.
  • Location Post Calendars: This will let you create Post Calendars for one or more locations.
  1. Click Next to continue.

 

 

  
  1. For the Fiscal Year, confirm the following: "Your Week Ending Day is set to {Weekday}, is that correct? This defaults to 'No'; you must select 'Yes' to proceed.
  2. Select the End Date for the following fiscal year.  (?)Closed: Hover over this icon to display dates for the last 3 fiscal years.
  3. If the selected End Date does not fall on the Week Ending Day, an alert message will appear. If so, click OK to proceed.  {Note}Closed: The alert indicates that this is recommended but not required; this simply allows you to confirm your selection.
  4. Click Next to continue.
  5. For the Financial Calendar Setup, choose how you would like the fiscal year broken up for date reporting in KPIs and BizIQ. Options include:
  • Fiscal Months – Options include '4-4-5', '4-5-4', or '5-4-4'.  Each quarter will be divided into two 4-week months and one 5-week month, ordered based on your selection.
  • Calendar Months – This will create 12 periods, each beginning on the first day of the month and ending on the last day of the month.
  • 13 4-Week Periods – This will create equal 4-week periods, with each period ending on the selected Week Ending Day, except possibly for the last period; that will end on the last day of the fiscal year.  {Note}Closed: This may mean that the first and last periods are shorter than the rest, to keep them within the fiscal year.
  • Skip for now – Since at least one Financial Calendar record must be saved for each fiscal year, this option will create one record for the whole year. Additional periods can be added later from the main Financial Calendar screen.
  1. Click Next to continue. {Note}Closed: If necessary, click Back to return to the previous screen to make changes.
  2. For the Financial Calendar Review, confirm that the "Begin Date", "End Date", "Weekday", and "# of Days" for each period is correct based on your selection in Step 9.
  3. Click Next to continue. {Note}Closed: If necessary, click Back to return to the previous screen to make changes.
  4. For the Reporting Calendar Review, edit the number of the first Period (if necessary), then confirm that the "Begin Date", "End Date", "Weekday", and "# of Days" for each period is correct. {Note}Closed: The Begin Date for the first reporting period may be the last few days of the previous year. The End Date for the last period will fall on the last Week Ending Day before the end of the fiscal year; the remaining days will be added to the first reporting period in the next fiscal year. For each period, the "Week Day" should be the Week Ending Day and the # of Days should be '7'.
  5. When ready, click Save and Continue to Location Post Calendar Wizard or if done for now click Finish.

 

  
  1. For the Select Location step, confirm the following: "Your Week Ending Day is set to {Weekday}, is that correct? This defaults to 'No'; you must select 'Yes' to proceed.
  2. Select the Fiscal Year you would like to set up.
  3. Select the Location you would like to set up Post Calendars for.  {Notes}Closed: This list will include Locations that do not already have a Post Calender for the selected fiscal year. Also, if a location is linked to one or more Concepts, it will only be available if the current application user is linked to one or more of the same Concepts. If a location is not linked to any Concepts, it will be available to all users.  See "Concepts" for more information.  (?)ClosedFranchising Note: You can only set up Post Calendars for locations in your Franchise Entity.
  4. Click Next to continue.
  5. For the Post Calendar Setup, we will set up Post Calendar records in 'Week' increments that end on your Week End Day. Answer the following questions to provide additional information.
  6. Do you want us to create extra periods at the end of the year or end of each month? Options include:
  • Do not add any extra periods (Default) – The Post Calendar will be created with only 7-day weekly periods.
  • Add an extra period on the last day of the calendar year only – The Post Calendar will be created with 7-day weekly periods and one additional period ending on the last day of the calendar year. This will allow reporting from the first day to the last day of the year.
  • Add an extra period on the last day of every calendar month – The Post Calendar will be created with 7-day weekly periods and one additional period ending on the last day of each month. This will allow reporting from the first day to the last day of the month.
  1. Do you use Cycle Counts in this location?
  • No (Default) – If selected, every period on the Post Calendar will require a full inventory count.
  • Yes – If selected, the Review step will allow you to select an "Inventory Type" for any period where a Cycle Count should be performed.
  1. Click Next to continue.  {Note}Closed: If necessary, click Back to return to the previous screen to make changes.
  2. For the Post Calendar Review, confirm that the "Begin Date", "End Date", "Weekday", and "# of Days" for each period is correct.  {Note}Closed: The Begin Date for the first period will be first day of the fiscal year. The End Date for the last period will be last day of the fiscal year. For each period, the "Week Day" should be the Week Ending Day and the # of Days should be '7' (unless you opted to create additional periods in Step 10 above), except for the first and last period. These two periods will actually still be 7 days; this number reflects only the number of period days that are within the fiscal year.
  3. If you answered "Yes" in Step 11, select an Inventory Type (User Defined Category) for the desired period(s).
  4. Click Next to continue.  {Note}Closed: If necessary, click Back to return to the previous screen to make changes.
  5. To Copy to Other Locations, check the Copy to Location box for the desired target location(s) or click Select All. If none, a Post Calendar will be created only for the original location selected in Step 7.
  6. When ready, click Finish.  {Note}Closed: If necessary, click Back to return to the previous screen to make changes.

 

 

Related Topics Link IconRelated Topics