Summary

This topic explains the buttons and links on the Period Calendars Creation Tool form

Buttons

Generate Codes

After you enter the field values, you can click Generate Codes to see the default Code and Description templates that the tool will use. 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, your form details 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. 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

When the Code and Description templates are complete, click Preview Only to produce an audit log of all proposed changes and any errors.

Run Update

The Run Update button is enabled after you generate a preview audit log that does not contain any errors. You can then click the Run Update button to make the required changes to the database.

Cancel/Close

Cancels the changes you have made to the form and restores the original settings or closes the Period Calendars Creation Tool.

Wildcard Help

Code and Description templates use the following wildcard placeholders:

**

2-digit period number

##

2-digit year code

####

4-digit year range, such as 1112 for the 2011-2012 year

#Date

Period ending date

#Month

Period ending month

#Mt

Period ending short month - 3 characters, such as Jan or Feb

#Year

Period ending year

#YearRange

8- or 9-digit year range, such as 20102011 for Code and 2010/2011 for Description

?

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