Unit 2 Exercise 10

Exercise 10: Frequencies - On Interval and Annual Plan Calendar

Objective

To become familiar with the Interval and Annual Plan frequencies.

Summary

Utilizing the Frequency Practice Schedule, you will create three new Null jobs called:

• On Interval Freq
• Annual Plan Freq
• Annual Plan Plus One Freq

In the On Interval Freq job, create a new frequency that will run on the 15th and 30th of every month or on the day before in case of a holiday.

In the Annual Plan Freq job, create a new frequency that will utilize a custom calendar.

In the Annual Plan Plus One Freq job, create a new frequency that will utilize a custom calendar with a day offset of one.

Instructions

1. In Studio, select the Frequency Practice Schedule and click View.
2. In the side menu, select Add Job.

Create the On Interval Freq Job

3. In the Name field, enter On Interval Freq.
4. Leave the Job Type as Null Job.
5. Click the Save button.
6. Click the Lock button to enter Admin Mode.
7. Expand the Frequency section, if not already expanded.
8. Click the Add button.
9. In the Frequency Manager Wizard:

• In the Name field, enter 15th+30th-B.
• In the When to Scheduled dop-down menu, select On Intervals.
• In the On Intervals section, check the boxes for 15 and 30.
• In the A/O/B/N section, select Before Date.
• Make sure the Day Type is set to Working.
• Click the Save button.

10. In the Active column, select the frequency then select Forecast.

tip

The Forecast screen should show the 15th and 30th days of each month as green. If the 15th or 30th is a holiday the previous working day should be green.

11. Click the Back button to navigate back to the Studio workspace.

Create the Annual Plan Freq Job

12. In the side menu, select Add Job.
13. In the Name field, enter Annual Plan Freq.
14. Leave the Job Type as Null Job.
15. Click the Save button.
16. Click the Lock button to enter Admin Mode.
17. Expand the Frequency section, if not already expanded.
18. Click the Add button.
19. In the Frequency Manager Wizard:

• In the Name field, enter Annual.
• In the When to Scheduled dop-down menu, select Annual Plan.
• In the Calendar drop-down menu, select Master Holiday.
• In the A/O/B/N section, select On Date.
• Click the Save button.

20. In the Active column, select the frequency then select Forecast.

tip

The Forecast screen should show the dates selected on the Master Holiday in Exercise 7 as green.

21. Click the Back button to navigate back to the Studio workspace.

Create the Annual Plan Plus One Freq Job

22. In the side menu, select Add Job.
23. In the Name field, enter Annual Plan Plus One Freq.
24. Leave the Job Type as Null Job.
25. Click the Save button.
26. Click the Lock button to enter Admin Mode.
27. Expand the Frequency section, if not already expanded.
28. Click the Add button.
29. In the Frequency Manager Wizard:

• In the Name field, enter Annual+1WD.
• In the When to Scheduled dop-down menu, select Annual Plan.
• In the Calendar drop-down menu, select My First Calendar.
• in the Offset Days, enter 1.
• In the A/O/B/N section, select On Date.
• Click the Save button.

30. In the Active column, select the frequency then select Forecast.

tip

The Forecast screen should show the date selected on My First Calendar in Exercise 7 with an offset of +1 as green.

31. Close Library.
32. Close Studio.

Enterprise Manager

Details

Walkthrough Video - Unit 2 Exercise 10

1. Open the Job Master.
2. Select Frequency Practice Schedule from the Schedule drop-down menu.
3. Click the Add button.
4. Enter On Interval Frequency Practice in the Name text field.
5. Click the Save button.
6. Repeat Steps 3-5 creating the following Jobs:

• Annual Frequency Practice.
• Annual Plan Frequency with Offsets.

7. Frequency: On Interval

• Select On Interval Frequency Practice in the Job Name drop-down menu
• While in the Frequency Screen, click the Add button below the Frequency List.
• Click the Create new Frequency radio button.
• Type Every-15thand30th-B in the Frequency Name field.
• Click Next.
• Select the On Intervals radio button.
• Mark the checkboxes for the 15 and 30 under the On Intervals parameter.
• Change the A/O/B/N setting from On Date to Before Date.
• Click the Forecast Button.
• Move the Forecast and Frequency Definition Wizard screens so that you can see both.
• On the Forecast screen, the 15th and 30th days of each month are green, moving “Before” for holidays and weekends and holidays.
• Click Finish.

8. Frequency: Annual Plan

• Click on Calendars from the Navigation Panel.
• Click the Add Button.
• Type Company Holiday Calendar in the Name field.
• Enter Documentation like: This Calendar will be used in an Annual Plan Frequency.
• Click the Save Button.
• Click several dates in the Calendar.
  • Note: The dates are saved dynamically
• Click the right arrow by the Month right above the Calendar to go to the next months.
• Click the down arrow by the Year right above the Calendar to move to the next year.
• Close the Calendars tab.
• Open the Job Master.
• Select the Frequency Practice Schedule from the Schedule drop-down menu.
• Click the Add button.
• Enter Annual Plan Frequency in the Name text field.
• Click the Save button.
• Click on the Frequency tab.
• Click the Add button below the Frequency List.
• Click the Create new Frequency radio button.
• Type CompanyHoliday in the Frequency Name field.
• Click Next.
• In the When to Schedule section, click the Annual Plan radio button.
• From the Calendar drop-down menu, select the Company Holiday Calendar.
• Click Forecast to view the Frequency.
  • The dates should match those you entered in the Calendar.
• Click Ok.
• Click Finish.

9. Frequency: Annual Plan with Offsets

• Select Annual Plan Frequency with Offsets in the Job Name drop-down menu
• While in the Frequency Screen, click the Add button below the Frequency List.
• Click the Create new Frequency radio button.
• Type CompanyHoliday+1 in the Frequency Name field.
• Click Next.
• In the When to Schedule section, click the Annual Plan radio button.
• From the Calendar drop-down menu, select the Company Holiday Calendar.
• In the Offset Days box enter the number 1.
• Click Forecast to view the Frequency.
• The dates selected should be the next working day of the dates selected in the Calendar.
• Click Ok.
• Click Finish.
• Close the Job Master tab.