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<ManualTopic ID="/baanerp/tc/onlinemanual/000125" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">To set up a calendar</Title>
		<Keyword><Level1>CCP parameters</Level1>
		</Keyword>
		<Keyword><Level1>Availability types</Level1>
		</Keyword>
		<Keyword><Level1>Calendar</Level1>
			<Level2>to set up</Level2>
		</Keyword>
		<Keyword><Level1>Company calendar</Level1>
		</Keyword>
	</Header>
	<GeneralSection><Paragraph>The most important purpose of the <GUIRef href="/baanerp/tc/ccp" role="module" Update="No">Calendars and Periods (CCP)</GUIRef> module is to register the availability of resources and business partners in a <Link href="/baanerp/tc/glossary/glossary#Calendar.tc" role="glossary">calendar</Link>.</Paragraph>
		<ProcedureList><ListIntro>To set up a calendar, take the following steps:</ListIntro>
			<ListItem>Define the parameters in the <GUIRef href="/baanerp/tc/ccp/tcccp0100m000" role="session">CCP Parameters (tcccp0100m000)</GUIRef> session.</ListItem>
			<ListItem>Enter <Link href="/baanerp/tc/glossary/glossary#ResoActiType.tc" role="glossary">availability types</Link> in the <GUIRef href="/baanerp/tc/ccp/tcccp0101m000" role="session">Availability Types (tcccp0101m000)</GUIRef> session.</ListItem>
			<ListItem>Enter <Link href="/baanerp/tc/glossary/glossary#TimeIntervTy.tc" role="glossary">working hours types</Link> in the <GUIRef href="/baanerp/tc/ccp/tcccp0103m000" role="session">Working Hours Types (tcccp0103m000)</GUIRef> session.</ListItem>
			<ListItem>Define the <Link href="/baanerp/tc/glossary/glossary#StandaCalend.tc" role="glossary">standard calendar</Link> for the seven days of the week in the <GUIRef href="/baanerp/tc/ccp/tcccp0140m000" role="session">Standard Calendar (tcccp0140m000)</GUIRef> session. SSA ERP automatically uses the standard calendar as the calendar for the operational company.</ListItem>
			<ListItem>Link the availability type and the working hours type to the calendar in the <GUIRef href="/baanerp/tc/ccp/tcccp0120m000" role="session">Calendar Working Hours (tcccp0120m000)</GUIRef> session.</ListItem>
			<ListItem>Define the exceptions to the default calendar such as specific working hours, recurring (non)availability such as specific holidays, or incidental nonavailable days.</ListItem>
			<ListItem>Make the calendar effective by updating the calendar working hours in the <GUIRef href="/baanerp/tc/ccp/tcccp0226m000" role="session">Update Calendar (tcccp0226m000)</GUIRef> session.</ListItem>
			<ListItem>Assign the calendar to your resources and business partners.</ListItem>
		</ProcedureList>
		<Paragraph>In theory, it is sufficient to define a standard calendar in the <GUIRef href="/baanerp/tc/ccp/tcccp0140m000" role="session">Standard Calendar (tcccp0140m000)</GUIRef> session, and to specify a calendar for your company in the <GUIRef href="/baanerp/tc/emm/tcemm1170m000" role="session">Companies (tcemm1170m000)</GUIRef> session. You can base the time planning in your business entirely on these two calendars, because they contain all the elements and factors SSA ERP needs to perform lead-time planning and offsetting of specific start and end dates. However, in practice the option to only use the standard calendar and the company calendar provides limited planning facilities, and as the complexity of your business structure increases, you will definitely need to define more calendars to model exceptions with regard to the standard calendar for specific resources or groups of resources.</Paragraph>
		<GeneralSection><ProcedureSection><SectionTitle>To set up a calendar</SectionTitle>
				<Steps><Step><StepTitle>Set up the CCP parameters</StepTitle>
						<Paragraph>Use the <GUIRef href="/baanerp/tc/ccp/tcccp0100m000" role="session">CCP Parameters (tcccp0100m000)</GUIRef> session to set up the parameters. If you use an external scheduling package, in this case Open Plan, you must also set the required parameters for the integration.</Paragraph>
					</Step>
					<Step><StepTitle>Define availability types</StepTitle>
						<Paragraph>Use the <GUIRef href="/baanerp/tc/ccp/tcccp0101m000" role="session">Availability Types (tcccp0101m000)</GUIRef> session to define <Link href="/baanerp/tc/glossary/glossary#ResoActiType.tc" role="glossary">availability types</Link>. With the <GUIRef href="/baanerp/tc/ccp/tcccp0101m000#tcccp001.avlb" role="formfield">Default Available</GUIRef> check box the default availability is set.</Paragraph>
						<Paragraph>As a standard, SSA ERP selects this check box, because calendars are generated based on availability types that are available. This also explains why it is not useful to define a special availability type to model nonavailability. In step 6 you can read how you can model nonavailability.</Paragraph>
					</Step>
					<Step><StepTitle>Define working hours types</StepTitle>
						<Paragraph>Use the <GUIRef href="/baanerp/tc/ccp/tcccp0103m000" role="session">Working Hours Types (tcccp0103m000)</GUIRef> session to define a <Link href="/baanerp/tc/glossary/glossary#TimeIntervTy.tc" role="glossary">working hours type</Link>. Enter the real <Link href="/baanerp/tc/glossary/glossary#CapaciPercen.tc" role="glossary">capacity percentage</Link>. The default <Link href="/baanerp/tc/glossary/glossary#000368" role="glossary">efficiency factor</Link> indicated how much the employee works in the defined time. For example, if an employee works six hours out of a possible eight hours on a project, the efficiency factor is 0.75.</Paragraph>
					</Step>
					<Step><StepTitle>Define the standard calendar</StepTitle>
						<Paragraph>Use the <GUIRef href="/baanerp/tc/ccp/tcccp0140m000" role="session">Standard Calendar (tcccp0140m000)</GUIRef> session to define the defaults for each day of the week. The standard calendar supplies default information, such as availability type, working hours, and efficiency factor for each day of the week. SSA ERP needs this information to update the <GUIRef href="/baanerp/tc/ccp/tcccp0120m000" role="session">Calendar Working Hours (tcccp0120m000)</GUIRef> session. If the end date of a specific calendar is reached and you still want to plan ahead, SSA ERP searches for the <Link href="/baanerp/tc/glossary/glossary#000369" role="glossary">parent calendar</Link>, and if no parent calendar exists, SSA ERP takes into account the <Link href="/baanerp/tc/glossary/glossary#StandaCalend.tc" role="glossary">standard calendar</Link>.</Paragraph>
						<Paragraph>The standard calendar is the basic calendar for which you define exceptions in steps 5 through 8 if you create a new calendar. You must at least define one new calendar, and link this calendar to your company in the <GUIRef href="/baanerp/tc/emm/tcemm1170m000" role="session">Companies (tcemm1170m000)</GUIRef> session. This step is mandatory. If you need a calendar in a rather elementary business structure, the definition of a standard calendar and a company calendar can be sufficient.</Paragraph>
					</Step>
					<Step><StepTitle>Define the calendar</StepTitle>
						<List><ListIntro>Use the <GUIRef href="/baanerp/tc/ccp/tcccp0110m000" role="session">Calendars (tcccp0110m000)</GUIRef> session to define the calendar. Important fields are:</ListIntro>
							<ListItem><GUIRef href="" role="manual">Parent Calendar</GUIRef> field: enter a parent for your calendar or just leave the field empty. For missed dates, SSA ERP falls back on the standard calendar. Each calendar can only have one parent.</ListItem>
							<ListItem><GUIRef href="" role="manual">Start Date / End Date</GUIRef> field: the period for which SSA ERP maintains hours and capacity details in the <GUIRef href="/baanerp/tc/ccp/tcccp0120m000" role="session">Calendar Working Hours (tcccp0120m000)</GUIRef> session. For performance reasons, set up a period of less than five years.</ListItem>
							<ListItem>Enter the availability types applicable for the calendar in the <GUIRef href="/baanerp/tc/ccp/tcccp0150m000" role="session">Calendar Availability Types (tcccp0150m000)</GUIRef> session.</ListItem>
						</List>
					</Step>
					<Step><StepTitle>Enter exception data</StepTitle>
						<Paragraph>At this stage, you have set up a calendar with availability dates.</Paragraph>
						<List><ListIntro>You can use the following sessons to define various exceptions to the default calendar data:</ListIntro>
							<ListItem>Use the <GUIRef href="/baanerp/tc/ccp/tcccp0120m000" role="session">Calendar Working Hours (tcccp0120m000)</GUIRef> session to overwrite the availability data for particular dates. To view the total result, which includes changes you have made, click the <GUIRef href="/baanerp/tc/ccp/tcccp0120m000#actualize.calendar" role="formcommand">Update Calendar</GUIRef> button, or select this option on the <GUIRef href="" role="menu">Specific</GUIRef> menu.</ListItem>
							<ListItem>Use the <GUIRef href="/baanerp/tc/ccp/tcccp0119m000" role="session">Calendar Non-Available Days (tcccp0119m000)</GUIRef> session to set incidental nonavailable days, like a holiday or a department trip.</ListItem>
							<ListItem>Use the <GUIRef href="/baanerp/tc/ccp/tcccp0141m000" role="session">Calendar Recurrences (tcccp0141m000)</GUIRef> session to define recurring events of nonavailability. A <Link href="/baanerp/tc/glossary/glossary#000370" role="glossary">calendar recurrence</Link> is a nonavailability or availability that reoccurs within a set period, for example a national festivity. You can set the <GUIRef href="/baanerp/tc/ccp/tcccp0141m000#tcccp041.kpat" role="formfield">Type</GUIRef> field to daily, weekly, monthly, or yearly and define the frequency with which the nonavailability occurs in the <GUIRef href="/baanerp/tc/ccp/tcccp0141m000#tcccp041.intl" role="formfield">Recurrence</GUIRef> field. In the <GUIRef href="/baanerp/tc/ccp/tcccp0141m000" role="session">Calendar Recurrences (tcccp0141m000)</GUIRef> session you can link the recurrence to a calendar. Next, link a <Link href="/baanerp/tc/glossary/glossary#TimeIntervTy.tc" role="glossary">working hours type</Link> to the recurrence and the calendar in the <GUIRef href="/baanerp/tc/ccp/tcccp0142m000" role="session">Calendar Recurrence Working Hours (tcccp0142m000)</GUIRef> session.</ListItem>
						</List>
					</Step>
					<Step><StepTitle>Update the calendar</StepTitle>
						<Paragraph>Use the <GUIRef href="/baanerp/tc/ccp/tcccp0226m000" role="session">Update Calendar (tcccp0226m000)</GUIRef> session to update the working hours and the capacity details in the <GUIRef href="/baanerp/tc/ccp/tcccp0120m000" role="session">Calendar Working Hours (tcccp0120m000)</GUIRef> session, and check the available capacity.</Paragraph>
					</Step>
					<Step><StepTitle>Assign the calendar</StepTitle>
						<List><ListIntro>You can use the following sessions to link the calendars to various resources. For each resource, select the calendar in the corresponding session:</ListIntro>
							<ListItem>For a company, in the <GUIRef href="/baanerp/tc/emm/tcemm1170m000" role="session">Companies (tcemm1170m000)</GUIRef> session.</ListItem>
							<ListItem>For a department, in the <GUIRef href="/baanerp/tc/mcs/tcmcs0565m000" role="session">Departments (tcmcs0565m000)</GUIRef> session.</ListItem>
							<ListItem>For an employee, in the <GUIRef href="/baanerp/tc/com/tccom0101m000" role="session">Employees - General (tccom0101m000)</GUIRef> session.</ListItem>
							<ListItem>For a warehouse, in the <GUIRef href="/baanerp/wh/wmd/whwmd2500m000" role="session">Warehouses (whwmd2500m000)</GUIRef> session.</ListItem>
							<ListItem>For business partners in the various business partner role sessions. For example, in the <GUIRef href="/baanerp/tc/com/tccom4110s000" role="session">Sold-to Business Partners (tccom4110s000)</GUIRef> session.</ListItem>
						</List>
					</Step>
				</Steps>
			</ProcedureSection>
		</GeneralSection>
	</GeneralSection>
	<ExampleSection><SectionTitle>Example of calendar recurrences</SectionTitle>
		<List><ListIntro>The following data is set up for a calendar:</ListIntro>
			<ListItem>The recurrence type is weekly.</ListItem>
			<ListItem>The start date is 22-05-2000.</ListItem>
			<ListItem>The end date is 22-05-2006.</ListItem>
			<ListItem>The recurrence is 2.</ListItem>
			<ListItem>The <GUIRef href="" role="manual">Available</GUIRef> check box in the <GUIRef href="/baanerp/tc/ccp/tcccp0142m000" role="session">Calendar Recurrence Working Hours (tcccp0142m000)</GUIRef> session is selected.</ListItem>
			<ListItem>Wednesday is selected.</ListItem>
			<ListItem>The <GUIRef href="" role="manual">Available</GUIRef> check box in the <GUIRef href="/baanerp/tc/ccp/tcccp0142m000" role="session">Calendar Recurrence Working Hours (tcccp0142m000)</GUIRef> session is cleared for the working hours type 0900-1200 hrs.</ListItem>
		</List>
		<Paragraph>In the resulting calendar and calendar recurrence, the recurrence reoccurs every two weeks on Wednesdays between 22-05-2000 and 22-05-2006. In the <GUIRef href="/baanerp/tc/ccp/tcccp0120m000" role="session">Calendar Working Hours (tcccp0120m000)</GUIRef> session SSA ERP shows this time as <GUIRef href="" role="manual">Available</GUIRef> on Wednesdays except from 0900 till 1200.</Paragraph>
	</ExampleSection>
</ManualTopic>
