Functional Calendar

Navigate: Closed Configuration > Localization > Functional Calendar

Description

A functional calendar defines the dates, periods, and events that make up processing years used by different functional areas. They need to be mapped to date ranges in the Functional Calendar task in order for Aumentum's effective dating to work.

CAUTION: Use extreme care when working with calendars. The events and dates you set up have widespread implications throughout Aumentum.

Steps

To add or edit a functional calendar:

  1. On the View Functional Calendar screen, click Edit to modify an existing calendar, or click New in the Command Item bar.
  2. On the Maintain Functional Calendar screen, enter or edit the name of the event.
  3. In the header area, make selections from the drop-down lists.
  4. In the Event panel, click Add, or click Edit for an item in the grid.
  5. On the Maintain Functional Calendar Events screen, enter or select information in the Event and Scheduling panels as needed.
  6. Click Save.
    • Click Delete to remove the event from the calendar.
    • Click Previous to return to the Maintain Functional Calendar screen.
    • Click Close to end the task.
  7. If necessary, click Add Period Before or Add Period After in the Maintain Functional Calendar screen. See steps 5 and 6 for adding or editing events.
  8. Click Save.
    • Click List to return to the View Functional Calendars screen.
    • Click Close to end the task.

Configuration

Note that some event types have functionality coded around them, but you can use your own event types for tracking purposes.

  1. Click Configuration > Systypes.
  2. Specify an effective date.
  3. From the Systype category drop-down list, select Functional Calendar Calendar Types and Functional Calendar Event Types. For each category, click on an item in the grid to open the Edit a Systype screen.
  4. Make the necessary changes and click Save.

Set up the holidays that shift functional dates in conjunction with the Functional Calendars.

See Functional Calendar Holidays.

Dependencies

The various functional areas which use functional calendars, including Assessment Administration, Levy Management, and Distribution depend on correct calendar setup for accurate processing of data. Make sure all the periods and events are set up for each year before beginning any processing.