Accounting Calendar Form

Use the Accounting Calendar form to create custom periods that can be used in other applications.

Display the Accounting Calendar Form

You display the form in Configuration.

To display the form, complete the following step:

From the Vision Navigation menu, click Configuration > Planning > Accounting Calendar.

Contents of the Accounting Calendar Form

On this form you specify period start and end dates, intervals, and labels.

Field	Description
Calendar Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Start Date/End Date	Enter the beginning and ending dates of the accounting period, or select the dates using the calendar icon and then click Create Interval. Vision automatically creates intervals in the Calendar grid.
Interval Type	Specify the interval type: Monthly — Select this option to create 12 periods between the start and end dates that start and stop on calendar months. 4-4-5 — Select this option to create 12 periods with every third period being five weeks and all others four weeks. 13 Periods — Select this option to create 13 four-week periods. Quarterly — Select this option to create groups of four periods between the start and end dates that start and stop on calendar quarters.
Start of Week	If you select an interval type of 4-4-5 or 13 Periods, enter the day of the week that you want the period to start.
Create Interval	Select this option to create the interval for the accounting calendar.
Label	Enter a label for the individual period such as Period 1 or Quarter 1. If the Top Scale is set to Accounting Period, the length of the labels cannot exceed six characters. If the Accounting Calendar does not have enough entries to cover the planning periods, the periods automatically receive Month labels.
Start Date	Enter a beginning date for the period or click and select a date.
End Date	Enter an ending date for the period or click and select a date.
Insert	Click this option to add a period to the grid.
Delete	Select a row and click this option to remove a period from the grid.
Delete All	Click this option to remove all rows from the grid.