Button

Details

Generate Codes

After all the sections are completed correctly, you can click Generate Codes to see the default Code and Description templates that the tool will use (see below). You can then edit these templates, if required.

Find History

Enabled when history details exist from a previously successful update. When you successfully create a calendar, all the settings used to create the period calendar are saved as an XML file in a PeriodCalendars folder in the company data directory. You can retrieve these details by clicking the Find History button.

Roll Calendar

Enabled after you click Find History and reload a previously successful update. Changing any loaded values will disable the Roll Calendar button. When you click Roll Calendar, the tool updates the Start date of first PTD to the day after the Last period end date in the previous update.

Preview Only

Enabled when the Code and Description fields are complete. Click Preview Only to produce an audit log of all proposed changes and any errors or warnings.

Run Update

Enabled after you generate a preview audit log that does not contain any errors (warnings do not disable the button). You can then click the Run Update button to make the required changes to the database.

Cancel/Close

Click Close to exit the Period Calendars Creation Tool.

If you make changes in the form, this button becomes Cancel. Click Cancel to reset the form to its basic settings.

Link

Details

Wildcard Help

Explains how wildcards are used in creating Code and Description templates.

**

Two-digit period number

##

Two-digit year code

####

Four-digit year range, such as 1314 for the 2013-2014 year

#Date

Period ending date

#Month

Period ending month

#Mt

Period ending short month - three characters, such as Jan or Feb

#Year

Period ending year

#YearRange

Eight- or nine-digit year range, such as 20132014 for Code and 2013-2014 for Description

?

? cannot be a leading character. Replace this placeholder with a meaningful description or remove it

#T

Used in Tax PTDs when the year has 24 tax periods. Placeholder alternates between 01 and 02 to identify the two tax periods in each month