Calculation Calendar

WARES performs repeating operations, such as creating lease space charges or calculating recurring storage, according to calendar settings.

Activities which are predefined to use calendars include recurring calculations and repeating rates. Each account identifier represents a recurring group, and all recurring calculations use service code 1S. [1] Repeating rate calendars are identified by the group and service code of the corresponding rate record.

A list of active calendars may be displayed according to the service code or the group, and a selection of those calendars may be performed. Recurring calculations and repeating rates can only be performed through calendars.

Calendar items are activated when their next date comes due, and the action of the item is then performed by user request. Consequently calendar items are not necessarily performed at a specific date or time. For example, a recurring calendar item activated at the end of a month might be pended while inventory is reconciled, and then performed some number of days later.

Calendar items track the last date an action was performed, and set a Next Date for activating the item. Calendars may be perpetual, or a sunset date may be entered when the calendar will expire.

When a calendar item is performed, the Last Date is archived as a Previous Date, Next Date entry is moved to Last Date, and a new Next Date entry is generated. The Previous Date entry, not shown in the user interface, allows a calendar item’s schedule to be reversed (once) when the associated action is reversed or voided.

A calendar entry page with example setting is shown following.

_images/calendar.png

A calendar item contains two types of entries: process control entries, described above, and scheduling definition entries. Scheduling is defined by a set of three related entry options.

  1. Repeat sets the span of the repeating period (see Calendar Repeat Codes),
  2. Options may modify any values associated with the repeat (see Calendar Options Codes), and
  3. Values lists specific days or dates for the calendared events (see Calendar Values Codes).
Repeat Options Values
Daily Every, Any, Current DAY
Weekly   SUN, MON, TUE, WED, THU, FRI, SAT
BiWeekly First, Second SUN, MON, TUE, WED, THU, FRI, SAT
Monthly First, Second, Third, Fourth, Last SUN, MON, TUE, WED, THU, FRI, SAT, FIRST, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, LAST
Quarterly First, Second, Third FIRST, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, LAST
SemiAnnually First, Second, Third, Fourth, Fifth, Sixth FIRST, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, LAST
Yearly Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, Dec FIRST, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, LAST

For Daily repeats, the options of Every, Any, and Current have the effect:

  • Every requires the scheduled item to occur on every day. This would apply to daily recurring, for example,
  • Any allows the action to run once for today, but process a range of days from the Last Date (plus 1) to today, and
  • Current allows the action to run once from Last Date (plus 1) to the end of the current open period or to today, which ever comes first.
[1]When Anniversary method recurring is used, the account’s recurring calculation calendar must preclude having two anniversary dates fall in the same calculation interval. The interval [Feb 1, Mar 3] would be invalid, for example, while [Feb 15, Mar 14] would be valid.

Calendars Database Schema

Here is a link to the CALENDARS Data Table Columns schema.