Summary

Accumulators must be set up before using the Roll Calendar function.

Procedure

1. Navigate to the Period PTDs entity.
2. Arrow down the list to the last Period PTD for the current year.
3. Right-click and select Model Record from the menu.

   You will reach the Model Period window. Note that the dates and/or period number are likely to be different for each site. Adjust as required.

4. Complete the following fields:

    

   Field	Details
   Code Prefix	This is the start of the code: field for each modelled record. Replace characters as required, such as 'W09' with 'W10', ('10' represents the 2009/2010 tax year). A unique system-generated number (such as '001', '002', '003') will follow this prefix in each modelled record. Enter a ‘.‘ after the code prefix to separate it from system generated numbers. The end result will then look similar to ‘W10.01’. Without the ‘.‘ separator, the result would look like ‘W1001’.
   Description	This is the start of the Description field for each modelled record. You should delete any numbers appearing at the end of this description. A space followed by a unique system-generated number (such as ' 1', ' 2', ' 3') will appear after this prefix in each modelled record.
   Period type	This is the length of each period. Select ‘Days', 'Weeks', 'Months' or 'Years' from the combo list, and then enter the appropriate number.
   First date from	This is the date for the first period in the modelled range. Dates for any other records will increment based on the dates showing here.
   to	This date is generated from the Period type field.
   Period Identifier from	This is the first number appearing after the Code and Description prefix for each record.
   to	This is the number of the last record to be created in this range. For example, this might be '1' for YTDs, '12' for MTDs and '52' for PTD's. There may be occasions where there are 53 weeks in a taxation financial year depending on when the payment cycle begins and ends for a given year.
   Zero fill	Select Yes for the system-generated code number to be right aligned and zero filled. For example, '001', '002', '010', '011'. Select No for numbers to be left aligned with no zeroes preceding. For example, '1', '2' ... '10', '11'.
   Fill length	This is the length of the system- generated number generated for each code and description. Generally, this is either '2' or '3'. Problems with modelling PTDs are often connected with the values in the zero fill and length fields.

    

5. Click OK to model the new Period PTDs.