Generate customer calendar accounting periods for a fiscal year

1. At the Asset Management main menu, click the Customer button. The Work With Customers display screen appears.
2. Right-click on the customer and select Edit Customer. The Edit Customer change screen appears.
3. Click Calendar . If multiple calendars exist, the Work With Customer Calendars screen appears.
4. Right-click on the calendar and select Change. The Customer Calendar Accounting Periods change screen appears.
5. Click Calculate Dates . The Calculate Dates for Customer Calendar screen appears.
6. If necessary, change the fiscal year.
7. Click Enter . The system will calculate and add the periods to the customer's calendar.

   This is a convenience function that deletes and re-adds all of the period details, calculating the dates using the parameters at the top of the screen. The calculation steps are as follows:

   1. Delete all records for the Fiscal Year at the top of the screen.
   2. Determine the number of periods in the year from the accounting cycle. This will be 13 for the 444 (4-week cycle) and 12 for all other options.
   3. Determine the Period Start Date of each period. The first period will start on the value entered in the start of fiscal year field. The start of each subsequent period will be calculated by adding a full period length to the start of the period. The full period length will be:
      • 1 month for monthly cycle
      • either 4 or 5 full weeks for any of the 445 patterns
      • 4 full weeks for the 13 period cycle
   4. For each period, calculate the end of the period as one day before the start of the next period. In the case of the last period, the end of period is one day before the start of the first period of the next fiscal year. In the monthly accounting cycle, the start period of the next fiscal year will be one year from the first period of the previous fiscal year. In the case of 445/454/544 or 13 periods, the start of the next fiscal year would be 364 days after the start of the prior fiscal year.

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