| # To define a calendar This topic describes how you can define a single calendar. For information on the overall procedure for the definition and use of calendars, refer to To set up the calendar structure. Prerequisites Before you can define a calendar, the following data must have been defined: Availability types. Working hours types (optional, but recommended). The standard calendar. For more information on these prerequisites, refer to To set up the calendar structure. Procedure Step 1. Define the calendar code To define a calendar code, start the Calendar Codes (tcccp0110m000) session. Important fields are as follows: Parent Calendar Either enter a parent calendar for your calendar or leave the field empty. If the Parent Calendar field is empty, ERP Enterprise falls back on the standard calendar to fill in missing dates. For more information, refer to Calendar hierarchy. Calendar Start Date and Calendar End Date Specify the period for which this calendar has hours and capacity details. A calendar's start date cannot be earlier than its parent's start date and a calendar's end date cannot be later than its parent's end date. For performance reasons, set up a period of less than five years. Step 2. Specify calendar availability types Start the Calendar Availability Types (tcccp0150m000) session and specify the availability types for which you can use the calendar code. After this step, you have set up a calendar with availability dates that you can view in the Calendar Working Hours (tcccp0120m000) session. Now, all of this calendar's data is derived from the parent calendar or the standard calendar. In the next steps, you can specify the differences between this calendar and its parent calendar. Step 3. Define the recurrences To define recurrences that specify recurring dates, which you will need in the next step, use the Recurrences (tcccp0143m000) session. For more information, refer to To define recurrences. Step 4. Specify calendar recurrences To define recurring exceptions to the calendar data derived from higher-level calendars, use calendar recurrences. The following types of exceptions can be defined by using calendar recurrences: You can change working times, efficiency factors, capacity percentages, and overtime indications for particular dates. You can add recurring extra available dates. For example, a specific work center might be open during nights. You can designate dates as unavailable, such as, yearly holidays. To define calendar recurrences, take the following steps: Start the Calendar Recurrences (tcccp0144m000) session. Find the relevant calendar code and availability type. Insert the applicable recurrence. Enter values in the following fields: Available Working Hours Type (optional) Start Time and End Time Capacity Percentage Efficiency Factor If this working time is overtime, select the Overtime check box. If required, insert more recurrences. To define a lunch break, enter the recurrence twice, once with the morning hours, and once with the afternoon hours. Step 5. Enter unavailable days To set incidental unavailable days, such as a holiday or a department trip, use the Calendar Non-Available Days (tcccp0119m000) session. Step 6. Make manual changes To manually change the availability data for particular dates, use the Calendar Working Hours (tcccp0120m000) session. To view the total result, which includes changes you have made, click the Update Calendar button or select this command on the appropriate menu. Note On one date, a calendar can have multiple working times, such as 8:00-12:00 and 13:00-17:00. However, you cannot have multiple time intervals on one date that are derived from disparate sources. For more information, refer to Calendar hierarchy. Tip The Calendars and Periods module provides several ways to specify unavailability on particular dates or times; for more information, refer to To define unavailability. To quickly define a new calendar that is similar to an existing calendar, use the Copy Calendar Details (tcccp0222m000) session to copy calendar details from that previously defined calendar to a new calendar code. To quickly define a calendar in which all weeks have similar calendar data, complete the definition of the first week and then use the Copy Calendar Details (tcccp0222m000) session to copy that week pattern to other weeks. To set the efficiency factor or the capacity percentage for a range of dates, use the Update Efficiency Factor and Capacity (tcccp0225m000) session. To delete calendar details, use the Delete Calendar Time Intervals (tcccp0223m000) session. Related topics Overview of calendars and periods To set up the calendar structure Calendar hierarchy To define recurrences To define unavailability Efficiency factors Capacity percentage To use calendars |