Calendars

Fixed Assets calendars define the year-end method and period breakdown for the accounting years that span your assets.

Create an asset calendar

In the Navigation pane, highlight the Fixed Assets > Setup > Calendar folder.
Click . The New Calendar window opens.
Enter a unique Code for the calendar.
Enter a Description of the calendar.
In the Detail table, do the following:
1. In the Begin Date column, enter the begin date for the oldest asset. ActivityHD calculates the End Date for you.
2. Select the Year End Method from the drop-down list. Your options are:
  - Calendar. This method uses periods which are based on months, quarters, or years.
  - Last. This method uses the last end-of-week day of the month to determine periods.
    Example
    If the last day of your year is Sunday, October 31st, and your weeks start on Tuesday, the last Monday would be October 25.
  - Nearest. This method uses the end-of-week day nearest the end of the month. This could be the last end-of-week day of the month or the first of the next month.
    Example
    If the last day of your year is Sunday, October 31st, and your weeks start on Tuesday, the nearest Monday would be November 1.
  - Short
  Note
  If you select "Short", the Years wizard cannot populate the table with subsequent years. If you need to make the first year a short year, choose your typical year-end method now and change the first detail line to reflect a short year end after you populate the table.
3. From the Period Breakdown drop-down list, select how to break up periods for the year. Your options are:
  - Month. This option is valid if you selected "Calendar" in the Year End Method column.
  - Quarter. This option is valid if you selected "Calendar" in the Year End Method column.
  - Annual. This option is valid if you selected "Calendar" in the Year End Method column.
  - 4-Week. This option is valid if you selected "Last" or "Nearest" in the Year End Method column.
  - 4-4-5. This option is valid if you selected "Last" or "Nearest" in the Year End Method column.
  - 4-5-4. This option is valid if you selected "Last" or "Nearest" in the Year End Method column.
  - 5-4-4. This option is valid if you selected "Last" or "Nearest" in the Year End Method column.
Click . You are prompted for the number of years to add to the calendar.
In the Number of Years to Add field, enter the number of years to add to the calendar.
Click OK. ActivityHD prompts you to confirm that you want to add the years.
Click Yes. ActivityHD adds the years to the calendar.
When you finish, save the new calendar.

Modify calendar detail lines

Flag a year to use the mid-quarter convention

Replace detail lines

Calendar Record ID

Code

A unique code for the ledger calendar.

Description

A description of the ledger calendar.

Calendar tab

Detail table

This table shows the years which have been built for the ledger calendar.

Begin Date

The first day of the year for the ledger calendar.

End Date

The last day of the year for the ledger calendar. This date is enabled if you select "Short" in the Year End Method field.

Year End Method

This field and the Period Breakdown field work together to determine how year-end is handled.

From the drop-down list, select the year-end method to use. Your options are:

Calendar. If you select this option, select the length of periods to use from the Period Breakdown drop-down list. Your options are:
- Month
- Quarter
- Annual
Last. This method uses the last end-of-week day of the month. If the last day of your year is Sunday, October 31st and your weeks start on Tuesday, the last Monday would be October 25. If you select this option, select the periods to use from the Period Breakdown drop-down list. Your options are:
- 4-week
- 4-4-5
- 4-5-4
- 5-4-4
Nearest. This method uses the end-of-week day nearest the end of the month. This could be the last end-of-week day of the month or the first of the next month. If the last day of your year is Sunday, October 31st and your weeks start on Tuesday, the nearest Monday would be November 1. If you select this option, select the periods to use from the Period Breakdown drop-down list. Your options are:
- 4-week
- 4-4-5
- 4-5-4
- 5-4-4
Short. The year is a short tax year.
1. If you select this option, the End Date field becomes enabled. Enter the actual end date of the short tax year.
2. From the Period Breakdown drop-down list, select the length of periods to use. Your options are:
  - Month
  - Quarter
  - Annual
  - 4-week
  - 4-4-5
  - 4-5-4
  - 5-4-4

Period Breakdown

See "Year End Method".

Use Midquarter

Mark the checkbox in this column for any years for which the IRS directed you to use the mid-quarter convention.

Custom tab

This tab is visible if custom fields exist for the entity. At a minimum, if there are custom fields, a Fields subtab will be present. One or more additional categories of subtabs may also be visible.

Fields subtab

This tab prompts for values for any custom fields set up for entity records of this entity type. Respond to the prompts as appropriate.

References subtab

This tab is visible if other records reference the current record.

Reference

From the drop-down list, select the custom field to view references for. Reference custom fields have the following format: PackageName.EntityName.CustomFieldName.

Example

Suppose a custom field exists on PRCodes that references an ARCode. On the ARCode record, on the Custom > References subtab, you can view all the PRCodes which reference that ARCode.

Exchange Folder subtab

This tab is visible only if you set up a custom field with a data type of "Exchange Folder". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified Exchange folder.

File subtab

This tab is visible only if you set up a custom field with a data type of "File". The label on the tab is the name assigned to the custom field.

This tab renders the contents of the specified file according to its file type.

Internet Address subtab

This tab is visible only if you set up a custom field with a data type of "Internet Address". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified web page.

Network Folder subtab

This tab is visible only if you set up a custom field with a data type of "Network Folder". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified network folder.

Notes tab

The Notes pane shows the Notes HD view filtered to show all notes for the selected asset.

Double-click a row in the pane to drill down to its record in the Note window.

Attachments tab

The Attachments tab is visible if any record for a given entity has an attachment. If the Attachments tab is not visible, this implies that no record of the entity type has an attachment on it; however, once an attachment is added to any record of the entity type, the Attachments tab will become available.

Attachments

The list box shows the files which are attached to the current record. Highlight a file name to preview the file in the adjacent pane. Double-click a file name to open the file in its native editor.

Preview pane

If a file name is highlighted in the Attachments list box, this pane shows a preview of the file contents. Some file types cannot be previewed but can be double-clicked to open in their native editor.

Change Logs tab

This tab is visible if the user has "Change Logs" access to the associated data folder resource.

The Change Logs pane shows the Change Logs HD view filtered to show all change logs for the selected entity record.

Double-click a row in the pane to drill down to its record in the Change Log window.

Other tab

Memo tab

To include additional information about this record not collected elsewhere, enter it in this text box. This area supports common keyboard shortcuts such as Ctrl+C to copy and Ctrl+V to paste.

Timestamps tab

This tab shows the user who created this record and the date and time of creation as well as the user, date, and time of the latest modification to the record.

Developer tab

This tab is visible only when developer features are enabled.

Automation subtab

This subtab shows field names and values for the current data record. Use the information in the subtab to assist when creating automation objects such as bots and import files. The field names and field values can be copied from the text box and pasted directly into your code or application. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.

Export (XML | JSON) subtab

This subtab shows the XML syntax for exporting the selected data record. The syntax can be copied from the text box as an exemplar for creating your own automation objects for bots, import files, ActivWebAPI, etc. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.

Import (XML | JSON) subtab

This subtab allows you to select a file for import and shows the XML syntax for importing data records. Use the subtab to explore the XML syntax for importing data records. In particular, you can investigate the syntax which results when using Data.Import and ActivWebAPI data POST and DELETE routes.

Change Log (XML | JSON) subtab

This subtab is visible only when the Enable Change Logs option is marked in System Options or Company Options (depending on whether the feature applies at the system or the company level). This is the default setting when developer features are enabled.

This subtab allows you to investigate changes to the current data record. The syntax can be copied for use in bots, dashboards, ActivWebAPI, and other automation. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.

Select Statement (SQL) subtab

This subtab allows you to investigate the SQL select statement used to retrieve the current data record. The syntax can be copied as an exemplar for data sources and other automation. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.

Calendar Code	Description
Month	Monthly Calendar

Extras\Fixed Assets\Import FA Calendars.xls

Common accesses available on calendars

Access	A user with this access can...
Change	Use the mass change action on calendars.
Change Logs
Custom Fields	Create and edit custom fields for calendars.
Data	Have read-only access to calendars from anywhere in the software (e.g., field validations, filters, date expressions).
Delete	Delete calendars.
Edit	Edit calendar records.
Export	Export calendar records from ActivityHD.
Import	Import calendar records into ActivityHD.
New	Create new calendar records.
Read	Have read-only access to calendar records.
Report	Run reports with calendar information.
Report Designs	Create and edit report designs with calendar information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers	Create and edit saved answers related to calendars.
Shared Filters	Create and edit shared filters on calendars.
Visible	View the Calendars folder in the Navigation pane.

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