Processing ConfigurationCalendars

Business Calendars

A guide to configuring business calendars in Fynapse.

Overview

The Business Calendars functionality allows you to set working and non-working days in a time period. It provides flexibility in scheduling exceptions, such as non-working days when some or all daily processes within an organization do not take place.

There are three types of non-working days:

  1. Non-working days that follow a simple repeating pattern, and can be generated immediately (e.g., for many organizations, every Saturday and Sunday will be a non-working day, and this pattern will repeat in perpetuity).
  2. Non-working days that follow a more complex repeating pattern (e.g., public holidays that fall on a weekend may be moved to an earlier or later date).
  3. Non-working days that follow no predictable pattern. These may be determined by external bodies with varying periods of notice. For example, certain religious holidays’ dates, such as Easter, change every year.

The product should also be able to automatically generate non-working days for a business calendar, though such a feature would only work for working days that follow a predictable pattern (e.g., every Saturday and Sunday, every 25 December, the fourth Thursday of November each year, if 25 December is a weekend day, then the next Monday), and different regions may have different requirements for calculating non-working days.

Tutorials

  1. Go to Configuration > Calendars > Business Calendars.
  2. Click the Add button. You will be redirected to the screen for creating Business Calendars, with an editable section and a preview of the calendar on the right. Fill out the information in the expanding sections.
  3. Type a calendar name into the Name field.
  4. Select which days will constitute the weekend. Once you select a day, e.g., Saturday, all Saturdays will be highlighted on the preview.
  5. From the Countries list, select the country for which you want to import the list of public holidays and click the Add button. You can add more than one country. The public holidays are marked in green on the preview. When you hover over a green date, a tooltip will give you the code for the country for which this date is a public holiday. You can also delete a country using the Trash icon next to a country name.
  6. Define custom non-working days:
  7. Type the name into the Name field.
  8. From the Type list select a type for this non-working day:
    1. Weekend - a custom weekend will be highlighted with a square (the same as the Weekend day specified in the step above).
    2. Public holiday - a custom public holiday will be highlighted in green with a dot (the same as a public holiday specified in the step above).
    3. Custom - a custom non-working day will be highlighted in blue with a dot.
  9. Select how often the custom working day should be repeated:
    1. Never - the custom NWD will only be effective on the specified date or date range (Effective from and Effective to) and will never be repeated.
    2. Weekly - select the days of the week on which the custom NWD will be effective will be repeated, you can also specify a date range for which the custom NWD will be effective on the selected weekdays (Effective from and Effective to).
    3. Monthly - you can select every nth day or every given day within a month the custom NWD will be effective will be repeated, you can also specify a date range for which the custom NWD will be effective (Effective from and Effective to).
    4. Yearly - you can select a given day or a date range on which the custom NWD will be effective every year and you can specify a date range (Effective from and Effective to) for which the custom NWD will be effective, e.g., 3 January which will be effective between 2020 and 2023.
  10. Click the Add button to add the custom non-working days.
  11. Click the Save button to save the new calendar, or the Cancel button to discard your changes.
  1. Go to Configuration > Calendars > Business Calendars.
  2. Left-click a Business Calendar you want to delete. A details section will open on the right-hand side of the grid.
  3. Click the Delete button.

When you click the Delete button, the Business Calendar is removed from the system completely, without any further confirmation required.

At any time you can refresh a Business Calendar to check if another user made changes to an existing Calendar.

  1. Go to Configuration > Calendars > Business Calendars.
  2. Left-click a Business Calendar you want to refresh.
  3. Click the Refresh button.

At any time you can refresh the Business Calendars grid to check if another user made changes to an existing Calendar.

  1. Go to Configuration > Calendars > Business Calendars.
  2. Click the Refresh button.