How to: Customize a Calendar
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.
To customize a calendar
In the Search box, enter Locations, and then choose the related link.
Open the location that you want to update. On the Warehouse FastTab, select the Customized Calendar field to open the Customized Calendar Entries window. Note that a calendar must be selected in the Base Calendar Code field.
The Customized Calendar Entries window opens. At this point, the date entries are the same as those in the base calendar. The Nonworking field is selected for nonworking days.
On the Actions tab, in the Functions group, choose Maintain Customized Calendar Changes.
The Customized Calendar Changes window opens.Add lines for customized calendar entries. When you enter a line, the Nonworking field is selected. You can clear the check mark if you want to change the status to a working day.
You can use the Recurring System field to set 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 Day field is filled in automatically. This could be useful if you want to mark an individual date as a nonworking or working day. Choose the OK button.On the Customized Calendar Entries window, you will observe that the date entries are updated with the changes that you made. Choose the Close button.
On the Location card, you will observe that the Customized Calendar field contains the word Yes, indicating that a customized calendar has been set up.
Important
- If you do not fill in the Location Code field on an order line, your company’s calendar is used.
- If you do not fill in the Shipping Agent Code field on the order line, your company’s calendar is used.
Note
If you make changes to a base calendar for which customized calendar changes exist, all existing customized calendars are updated automatically.