The main task in customizing a base calendar for your company, or one of its business partners, is to enter any changes to working and nonworking day status.
For example, while a base calendar would typically list all Saturdays as nonworking days, the customized calendar for a particular location may list all Saturdays during the months of November and December, and leading up to the holiday season, as working days.
The following procedure uses the case of the location as an example. Note that at this point, you have already assigned a base calendar to the location.
Open the Location Card
window and select a location.
On the Warehouse tab, click the AssistButton in the Customized
Calendar field,.
The Customized Calendar Entries window appears. At this point, the
date entries are the same as those in the base calendar. Nonworking
day entries appear in red, and the program puts a checkmark in the
Nonworking field.
Click Functions, Maintain Customized Calendar Changes.
The Customized Calendar Changes window appears.
When you enter a line, the program automatically puts a checkmark in the Nonworking field. You can remove the checkmark if you want to change the status to working day.
You can use the Recurring System field to mark a particular date
or day as a recurring nonworking day. You can select either the
Annual Recurring or Weekly Recurring option. If you select Annual
Recurring, you must also enter the relevant date in the Date field.
If you select Weekly Recurring, you must also select the relevant
day of the week in the Day field.
If you leave the field empty, you must fill in the Date field. The
program will fill in the Day field automatically. This could be
useful if you want to mark an individual date as a nonworking or
working day.
When you return to the Customized Calendar Entries window, you will observe that the program has dynamically updated the date entries with the changes that you made.
When you return to the Location card, you will observe that the Customized Calendar field contains the word Yes, indicating that a customized calendar has been set up.
If you do not fill in the Location Code field on an order line, the program will use your company’s calendar.
If you do not fill in the Shipping Agent Code field on the order line, the program will use your company’s calendar.
If you make changes to a base calendar for which customized calendar changes exist, the program automatically updates all existing customized calendars.