Create Next Year's Calendar

To prepare for the end of the tax year, you need to create next year's calendar.

1. If you have already used the Period Calendars Creation Tool, then you can click the Find History button to display the Period Calendars History form.

   

   Note: Alternatively, you could start the Period Calendars Creation Tool, select Period = W and enter the required values.

   In this example, you are creating a weekly Period Calendar for 2014-2015.

2. Select the W - Weekly history record to populate the Period Calendars Creation Tool fields with the values that you set up for 2013-2014.
3. Click the Roll Calendar button to update the Start date of first PTD value to reflect the 2013-2014 calendar.

   For example, for 2013-2014 the Start date of first PTD was 01/07/2013 so the Period Calendars Creation Tool shows that the Last period end date was 29/06/2014.

   

   When you click the Roll Calendar button, the tool changes Start date of first PTD to 30/06/2014 to ensure that no gaps occur between the 2013-2014 and 2014-2015 calendars, and it changes the Last period end date to 28/06/2015.

   

   You do not need to update other Start date values, such as Start date of MTD and Start date of financial YTD because the tool calculates them correctly based on the Start date of first PTD value. However, if any Code fields contain set values instead of wildcards, then you would need to update them.

4. Click Preview Only and check the resultant audit log.
5. Click Run Update.

Topic: 34079