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Set Up Trade Promotion Management
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            Create a Custom Calendar

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            Create a Custom Calendar

            For better accuracy and consistency in financial reporting and analysis, create custom calendars with tailored weeks, months, or quarters.

            Required Editions

            In addition to the business year, you can create custom calendars for a more tailored calendar setup, such as the 4-4-5 calendar. Segment your custom calendar into custom weeks, months, or quarters, where each custom period differs. For example, in the 4-4-5 calendar setup, divide the year into quarters, each comprising two 4-week months and one 5-week month. This calendar setup facilitates more consistent week-to-week and month-to-month financial comparisons across quarters.

            Note
            Note Custom periods for a specific time level must span one year in the past and three years in the future. For example, if you’re in 2024, create custom periods for the years 2023, 2024, 2025, 2026, and 2027.

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To create custom calendars: CGCloud Business Admin
            1. Create a custom calendar.
              1. From the App Launcher, find and open Custom Calendar.
              2. Click New.
              3. Enter a name and ID for the calendar.
              4. Select the sales organization.
              5. Enter a description for the calendar. You can enter descriptions for any language configured in the sales organization.
              6. Save your changes.
            2. Create a custom period.
              You can create up to 70 custom weeks, 20 custom months, and 5 custom quarters per year. Each custom month can belong to only one custom quarter.
              1. Click New Custom Period.
              2. Select the start and end date for the custom period.
              3. Select week, month, or quarter as the custom period type.
              4. Enter an ID and select the business year that the custom period belongs to.
              5. Enter a description. You can enter descriptions for any language configured in the sales organization.
              6. Save your changes.
            3. Validate your custom calendar.
              1. In the App Launcher, find and select Custom Calendars.
              2. Click the custom calendar.
              3. To verify whether the calendar is valid, click Show Status.
            4. From the App Launcher, find and select SF Data Sync.
            5. Sync the custom calendar and custom period object with the consumer goods cloud processing services.
            6. Activate the custom calendar.
              1. From the App Launcher, find and open Sales Organization.
              2. Select the sales organization that you created the custom calendar for.
              3. Click Activate Custom Calendar.
              4. Select the custom calendar, and click Confirm.
              5. Enter the custom calendar’s external ID, and click Go.
              6. Confirm and click Finish.
                The system validates the custom periods. If the validation is successful, the periods are generated in processing services.

            See Also

             
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