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Period Calendar

Use the Period Calendar utility to review and manage the respective calendars for specific vendors.

General Calendar Settings Overview

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1

General Calendar Settings

Identifies the settings page for the general calendar.

2

Cancel

Cancel all unsaved changes and return to the Period Calendar homepage.

3

Save

Save all unsaved changes and return to the Period Calendar homepage.

4

Year

The current year.

5

Number of Periods

From the dropdown, select the number of periods to display on the calendar.

6

Week Ending Date 1st Week

From the dropdown, select the date of the ending date for the 1st week.

7

1st - 5th 5-Week Period

From the dropdown, select the value form the available options.

Note

  • If the same value is selected in multiple 5-Week Period fields, the system will display an error when attempting to save.

  • Fieve (5) fields are available when 12 periods is selected. One (1) field is available when 13 periods is selected.

Period Calendar Search Overview

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1

Period Calendar Search

The period calendar record associated with the search results are listed here.

2

Add Period Calendar

Create a new period calendar.

3

Search Period Calendars

Search the list of calendars based on Year or Periods.

4

Period Calendar List

The Year, Periods, and First Week Ending Date specified for each listed Period Calendar.

5

3-Dot Menu

From the dropdown, select an action to perform on the period calendar record:

  • Change - Edit or update the calendar record

  • Delete - Remove the calendar record

Period Calendars - Instructions

Step by step instructions for managing Period Calendars are provided here:

Create New Period Calendar

Utilities → Period Calendar Setup

To create a new period calendar:

  1. From the upper-right of the Period Calendar Search page, select Add Period Calendar.

  2. From the General Calendar Settings page, confirm the current year in the Year field.

  3. From the the Number of Periods dropdown, select the number of periods to use with this calendar:

    • 13 periods is the default selection.

    • The number of periods determines the number of available 5-Week Period fields. For 13 periods, only one 5-Week Period is available. For 12 periods, five 5-Week Periods are available.

  4. From the Week-Ending Date 1st Week dropdown, select the month, day, and year from the popup calendar.

  5. From the 1st 5-Week Period dropdown, select the number for the 5-week period.

    Note

    Only one 5-week period field is available when the Number of Periods is set to 13.

  6. Repeat Step 5 for the remainder of the 5-Week Period fields.

    Note

    This step is not required if the Number of Periods is set to 13.

  7. From the upper-right, select Save.

Change Period Calendar

Utilities → Period Calendar Setup

To make changes to a period calendar:

  1. From the 3-dot menu to the right of the period calendar entry, select Change from the dropdown.

  2. From the Week-Ending Date 1st Week dropdown, select the month, day, and year from the popup calendar.

  3. From the 1st 5-Week Period dropdown, select the number for the 5-week period.

    Note

    Only one 5-week period field is available when the Number of Periods is set to 13.

  4. Repeat Step 3 for the remainder of the 5-Week Period fields.

    Note

    This step is not required if the Number of Periods is set to 13.

  5. From the upper-right, select Save.

Delete Period Calendar

To delete a period calendar:

  1. From the 3-dot menu to the right of the period calendar entry, select Delete from the dropdown.

  2. When prompted to confirm the deletion, select Yes.