Work Day Calendar

How to set up Work Day Calendar in Inventory

Work Day Calendar is used to Define Working days (& leave days) for an organization. It can be customized as per the requirements. It is also used to define shifts. Following steps are required to define the calendar & shifts.

Defining Calendar:

Login to Apps & navigate to Inventory > Setup > Organizations > Calendars.

Create a New Workday Calendar by the name ‘VSCalendar’. Quarterly Type can be taken as 4/4/5 Week Pattern. It means that First Month will have 4 weeks, second will also have 4 weeks & third will have 5 weeks.

Click on Workday Pattern. You will see the following form

Please note that 1^st Jan 2012 is Sunday. Now if you want to define Monday to Friday as working than add Workday Patterns as shown below

Save & close the form & click on Dates Tab. You can see the Calendar being generated

Days Marked in Grey are off & the ones marked in Black are working days

In Case your organization has Monday & Tuesday as Leave & rest all days as working then Workday Pattern will be as defined below

Save it & check the Dates form, it will be updated accordingly

Now if your organization has Tuesday & Thursday as off then workday pattern will be defined as following   

Check the Dates form

This is how calendar is defined for an organization. For the sake of convenience we will define Saturday & Sunday off.

Define Shifts:  Shifts are created to define working hours for an organization. In the workday calendar form, click on Shifts Button, a form will open. In that form, you can define the shift Number & Description.

 

In order to define shift timings, click on Times & Define the Timings

Note that from 10 AM to 10:15 is not defined, so it will be considered as break timings & no activity like order booking can be done in this duration. Similarly define other shifts as well

Kindly note that, you need to define Workday Pattern for each shift, if you fail to do that then system will auto create it with following message

Defining Leaves (Exceptions) : Leaves needs to be defined to tell the system as to which days needs to be considered as off. Leaves can be defined in 3 ways

1.)   By clicking on Calendar

2.)   Add day in exception list form

3.)   Load from exception template

We’ll see all of them:

1.) By Clicking on Calendar: If we want to define any day as holiday then just click on that day in calendar. By this the color of the day will change to grey (same as that of predefined holidays) For example, if we want to define 4^th July as holiday then just click on that day in calendar

Click on Exception List to see the details of all exceptions

2.) Add day to Exception list form : Open exception list form & add the day manually

Here you can not modify Day On field

3.) Load Details from Exception Template: Navigate to Tools > Exception Template

Here you can update Days On Field. Save it & go back to Calendar & click Exception List

Click on Load & select the exception template that we have already created above. Now click on Load & select the template we just created

Click OK. Now you can see the details of exception list

Save the record.

Here you have an option to update Day On.

Each time you define a calendar a concurrent program needs to be run to make that calendar available for use. Go To Tools > Build

Once the request completes successfully, you can see the following output