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Customer forecast billing calendars  

It is important that customer calendars are updated for approaching fiscal years, especially for charges billed in advance. A health check report (available in Lease Rental) will show all customer calendars where the calendar is not completed for the next fiscal year. The target fiscal year is a parameter to the report.

Calendars can be set up for lease forecasting, rental forecasting, or both.

1. At the EMMS 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 one calendar exists for the customer, the Customer Calendar Accounting Periods change screen appears.
   • If multiple calendars exist, or no calendars exist, the Work With Customer Calendars screen appears.
4. To work with a calendar, right-click on the calendar and select Change.
   • The Customer Calendar Accounting Periods change screen appears.
5. To change a calendar's header information, right-click on the calendar and select Change Header.
   • The Customer Calendar Header change screen appears.
6. To create a customer calendar, click Add .
   • The Customer Calendar Header add screen appears.

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