Setting Up Base Calendar and Bank Holidays
This chapter covers all important information regarding base calendars. You can assign a base calendar to customers, vendors and locations. The working days specified in the base calendar will be used for the calculation of delivery and shipping dates. The chapter is divided into the following sections:
Setting up Base Calendar
To set up a base calendar, please proceed as follows:
- Use the quick search (ALT+Q) to find the Base Calendar page.
- To set up a new base calendar, click on New in the menu bar.
- A new Base Calendar card is displayed.
- Navigate to the General FastTab.
- Fill in the fields according to the table below.
| Field | Description |
|---|---|
| Code | Enter a code for the base calendar, e.g. 5-Days for a 5-day calendar. |
| Name | Enter a name for the calendar. |
| Rental Calendar | Activate this toggle if the calendar should be used for rental invoices. |
| Number of Days in Month | Enter the default number of days in a month that should be used for the invoicing of orders. |
| Printout Description | Enter a description that will be printed on documents. |
| Customized Changes Exist | This field specifies whether the base calendar has been used to create customized calendars. This field will be filled automatically. |
- Then, click on Actions > Functions > Maintain Base Calendar Changes. If you cannot find the option, click on More Options.
- Via the Recurring System column you can specify what days should be considered as holidays/non-working days. You can define weekly or annual non-working days.
- If you return to the base calendar card, the Lines tab will show what days have been marked as non-working days.
You have successfully set up a base calendar.
Importing Holidays
You can import holidays which will then be used by the system to calculate delivery and shipping dates. To import holidays, please proceed as follows:
Note
If the holidays are not shown in the Lines FastTab, update the page by pressing the F5 key.
- Use the quick search (ALT+Q) to find the Base Calendar page.
- Open a base calendar to which you want to add holidays or click on New in the menu bar to create a new calendar.
- The base calendar card of the selected calendar is displayed.
- Select Importing holidays from the menu bar.
- A window for importing holidays is displayed.
- Select a country via the Country Code field. If you select Germany, you will also have to enter a County Code.
- Select a Starting Date for the holiday import.
- Select an End Date for the holiday import.
- Click on OK to import the holidays.
You have successfully imported the holidays of a specific region. You can also add holidays from different regions. These are then added to the previously imported holidays.