<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/tc/onlinemanual/000376" xml:lang="en">
   <Header>
      <Title>Rolling recurrence</Title>
      <Keyword type="header" order="d1e1145975">
         <Level1>Patterns</Level1>
         <Level2>rolling recurrence</Level2>
      </Keyword>
      <Keyword type="header" order="d1e1145980">
         <Level1>Recurrence</Level1>
         <Level2>rolling</Level2>
      </Keyword>
      <Keyword type="header" order="d1e1145985">
         <Level1>Rolling recurrence</Level1>
      </Keyword>
   </Header>
   <AimSection>
      <Paragraph>This topic describes how to extend the life of a recurrence by
		making it a rolling <Link href="/baanerp/tc/glossary/glossary#000460" role="glossary">recurrence</Link>.</Paragraph>
   </AimSection>
   <GeneralSection>
      <Paragraph>A <Link href="/baanerp/tc/glossary/glossary#000460" role="glossary">recurrence</Link> has a defined start date and end date, between
		which the recurrence functions. If the recurrence is a rolling recurrence, you
		can always reuse the same recurrence definition. Whenever you roll the
		recurrence, the recurrence's start date and end date are moved forward a
		specified length of time.</Paragraph>
      <ExampleSection>
         <SectionTitle>Example</SectionTitle>
         <Paragraph>Suppose the recurrence start date is January 1, 2009 and the
		  end date is January 1, 2011.</Paragraph>
         <Paragraph>If you roll the recurrence 51 weeks forward, the result is as
		  follows:</Paragraph>
         <TABLE border="1" cellpadding="10" cellspacing="1" borderstyle="default"
                space-and-orientation="indented-estimated">
            <THEAD noTR="1">
               <TR no="1" isLast="true">
                  <TD rowspan="1" colspan="1"> </TD>
                  <TD rowspan="1" colspan="1">
                     <GUIRef href="/baanerp/tc/ccp/tcccp0143m000#tcccp043.stdt" role="manual">Recurrence Start Date</GUIRef>
                  </TD>
                  <TD rowspan="1" colspan="1">
                     <GUIRef href="/baanerp/tc/ccp/tcccp0143m000#tcccp043.endt" role="manual">Recurrence End Date</GUIRef>
                  </TD>
               </TR>
            </THEAD>
            <TBODY noTR="2">
               <TR no="1" isLast="false">
                  <TD rowspan="1" colspan="1">Before
				  rolling</TD>
                  <TD rowspan="1" colspan="1">2009-01-01</TD>
                  <TD rowspan="1" colspan="1">2011-01-01</TD>
               </TR>
               <TR no="2" isLast="true">
                  <TD rowspan="1" colspan="1">After
				  rolling</TD>
                  <TD rowspan="1" colspan="1">2009-12-24</TD>
                  <TD rowspan="1" colspan="1">2011-12-24</TD>
               </TR>
            </TBODY>
         </TABLE>
         <Paragraph>Later in this topic, this example is explained in detail.</Paragraph>
      </ExampleSection>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>The rolling process</SectionTitle>
      <GeneralSection>
         <SectionTitle>Amount of time to shift</SectionTitle>
         <Paragraph>If a recurrence is rolled, LN shifts the
		  recurrence's start date, end date, and reference date forward by a specific
		  amount of time.</Paragraph>
         <Paragraph>The amount of time by which LN shifts these dates
		  forward is calculated according to the following formula:</Paragraph>
         <Formula space-and-orientation="indented-estimated">
            <Paragraph>A = B * F * I</Paragraph>
         </Formula>
         <List>
            <ListIntro>The codes in the formula are defined as follows:</ListIntro>
            <ListItem>
               <Code>A</Code>- Amount of time shifted.</ListItem>
            <ListItem>
               <Code>B</Code>- Length of time specified by the <GUIRef href="/baanerp/tc/ccp/tcccp0143m000#tcccp043.kpat" role="manual">Recurrence Type</GUIRef>, such as <GUIRef href="/baanerp/tc/domains/ccp.kpat#wkly" role="option">Weekly</GUIRef>.</ListItem>
            <ListItem>
               <Code>F</Code>- <GUIRef href="/baanerp/tc/ccp/tcccp0143m000#tcccp043.intl" role="manual">Frequency</GUIRef>, which is the number of days, weeks,
			 months, or years after which the pattern repeats itself.</ListItem>
            <ListItem>
               <Code>I</Code>- The value of the <GUIRef href="/baanerp/tc/ccp/tcccp0143s000#tcccp043.rofr" role="manual">Roll after</GUIRef> field, also called the <GUIRef href="/baanerp/tc/ccp/tcccp0143m000#tcccp043.rofr" role="manual">Interval(s)</GUIRef> field.</ListItem>
         </List>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>If the recurrence type is <GUIRef href="/baanerp/tc/domains/ccp.kpat#mntly" role="option">Monthly</GUIRef>, LN ensures the
			 recurrence <Emphasis>start date</Emphasis> shifts to the same date of the
			 month.</Paragraph>
            <Paragraph>For example, if the old start date is March <Emphasis>30</Emphasis>, and the recurrence shifts 3 months, the start date
			 becomes June <Emphasis>30</Emphasis>. This shift amounts to 92 days.</Paragraph>
            <Paragraph>If the old end date is September 1, the end date is also
			 shifted 92 days, and becomes December <Emphasis>2</Emphasis>.</Paragraph>
         </Note>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Moment of rolling</SectionTitle>
         <Paragraph>The rolling process can only start if the <GUIRef href="/baanerp/tc/ccp/tcccp0143s000#tcccp043.rfdt" role="manual">Reference Date</GUIRef> field in the <GUIRef href="/baanerp/tc/ccp/tcccp0143s000" role="session">Recurrence Details (tcccp0143s000)</GUIRef> session is so far back in the past that the reference
		  date does not shift to a future date. Therefore, if the recurrence is rolled at
		  the earliest possible opportunity, the rolling process shifts the reference
		  date to the current date.</Paragraph>
         <List>
            <ListIntro>To initiate the rolling process, choose one of the following
			 methods:</ListIntro>
            <ListItem>Update a <Link href="/baanerp/tc/glossary/glossary#Calendar_tc" role="glossary">calendar</Link> that is based on the rolling recurrence. To
			 update a calendar, use the <GUIRef href="/baanerp/tc/ccp/tcccp0226m000" role="session">Update Calendars (tcccp0226m000)</GUIRef> session.</ListItem>
            <ListItem> 
               <ProcedureList>
                  <ListIntro>Roll the recurrence during the generation of pattern
				  moments:</ListIntro>
                  <ListItem>Start the <GUIRef href="/baanerp/tc/ccp/tcccp0295m000" role="session">Generate Pattern Moments (tcccp0295m000)</GUIRef> session.</ListItem>
                  <ListItem>Select pattern or a range of patterns.</ListItem>
                  <ListItem>Select the <GUIRef href="/baanerp/tc/ccp/tcccp0295m000#rolling" role="manual">Roll Recurrence</GUIRef> check box.</ListItem>
                  <ListItem>To start generating <Link href="/baanerp/tc/glossary/glossary#000458" role="glossary">pattern moments</Link>, click <GUIRef href="/baanerp/tc/ccp/tcccp0295m000#exec.cont.process" role="command">Generate</GUIRef>.</ListItem>
               </ProcedureList>
            </ListItem>
            <ListItem> 
               <ProcedureList>
                  <ListIntro>Manually roll the recurrence:</ListIntro>
                  <ListItem>Start the <GUIRef href="/baanerp/tc/ccp/tcccp0143m000" role="session">Recurrences (tcccp0143m000)</GUIRef> session.</ListItem>
                  <ListItem>To start the <GUIRef href="/baanerp/tc/ccp/tcccp0143s000" role="session">Recurrence Details (tcccp0143s000)</GUIRef> session, double-click a recurrence.</ListItem>
                  <ListItem>Click <GUIRef href="/baanerp/tc/ccp/tcccp0143s000#roll.recurrence" role="command">Roll Recurrence</GUIRef>.</ListItem>
               </ProcedureList>
            </ListItem>
         </List>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>If <GUIRef href="/baanerp/bp" role="package">People</GUIRef> retrieves dates from a recurrence to create <Link href="/baanerp/bp/glossary/glossary#000300" role="glossary">assignments</Link>, LN does not automatically roll the recurrence.</Paragraph>
         </Note>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>The rolling process shifts the reference date to the recent
			 past or current date. If the reference date is far in the past, the rolling
			 process is automatically repeated as often as possible without shifting the
			 reference date to a future date.</Paragraph>
         </Note>
      </GeneralSection>
      <ExampleSection>
         <SectionTitle>Example</SectionTitle>
         <Paragraph>This example is the same as the previous example, but now more
		  details are included.</Paragraph>
         <List>
            <ListIntro>Suppose a recurrence is defined as follows:</ListIntro>
            <ListItem>
               <GUIRef href="/baanerp/tc/ccp/tcccp0143m000#tcccp043.stdt" role="manual">Recurrence Start Date</GUIRef> = 2009-01-01</ListItem>
            <ListItem>
               <GUIRef href="/baanerp/tc/ccp/tcccp0143m000#tcccp043.endt" role="manual">Recurrence End Date</GUIRef> = 2011-01-01</ListItem>
            <ListItem>
               <GUIRef href="/baanerp/tc/ccp/tcccp0143s000#tcccp043.rfdt" role="manual">Reference Date</GUIRef> = 2009-04-01</ListItem>
         </List>
         <Paragraph>The recurrence type is <GUIRef href="/baanerp/tc/domains/ccp.kpat#wkly" role="option">Weekly</GUIRef>,
		  with a frequency of 1.</Paragraph>
         <Paragraph>The <GUIRef href="/baanerp/tc/ccp/tcccp0143s000#tcccp043.rofr" role="manual">Roll after</GUIRef> field, also called the <GUIRef href="/baanerp/tc/ccp/tcccp0143m000#tcccp043.rofr" role="manual">Interval(s)</GUIRef> field, is 51. Therefore, the recurrence
		  must shift 51 weeks.</Paragraph>
         <Paragraph>The earliest opportunity to roll the occurrence is 51 weeks
		  after the reference date, on March 24, 2010.</Paragraph>
         <Paragraph>Suppose you roll the recurrence on March 24, 2010. The
		  following table shows the effects.</Paragraph>
         <TABLE border="1" cellpadding="10" cellspacing="1" borderstyle="default"
                space-and-orientation="indented-estimated">
            <THEAD noTR="1">
               <TR no="1" isLast="true">
                  <TD rowspan="1" colspan="1"> </TD>
                  <TD rowspan="1" colspan="1">
                     <GUIRef href="/baanerp/tc/ccp/tcccp0143m000#tcccp043.stdt" role="manual">Recurrence Start Date</GUIRef>
                  </TD>
                  <TD rowspan="1" colspan="1">
                     <GUIRef href="/baanerp/tc/ccp/tcccp0143s000#tcccp043.rfdt" role="manual">Reference Date</GUIRef>
                  </TD>
                  <TD rowspan="1" colspan="1">
                     <GUIRef href="/baanerp/tc/ccp/tcccp0143m000#tcccp043.endt" role="manual">Recurrence End Date</GUIRef>
                  </TD>
               </TR>
            </THEAD>
            <TBODY noTR="2">
               <TR no="1" isLast="false">
                  <TD rowspan="1" colspan="1">Before
				  rolling</TD>
                  <TD rowspan="1" colspan="1">2009-01-01</TD>
                  <TD rowspan="1" colspan="1">2009-04-01</TD>
                  <TD rowspan="1" colspan="1">2011-01-01</TD>
               </TR>
               <TR no="2" isLast="true">
                  <TD rowspan="1" colspan="1">After
				  rolling</TD>
                  <TD rowspan="1" colspan="1">2009-12-24</TD>
                  <TD rowspan="1" colspan="1">2010-03-24</TD>
                  <TD rowspan="1" colspan="1">2011-12-24</TD>
               </TR>
            </TBODY>
         </TABLE>
      </ExampleSection>
   </GeneralSection>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/tc/onlinemanual/000120" role="manual">Overview of calendars and periods</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/tc/onlinemanual/000127" role="manual">To define recurrences</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>