Importing an internal calendar

You can import a user-defined calendar setup by using the Import Supplier Rebate Internal Calendar form.

  1. Sign in to Infor Supplier Rebate portal as an administrator.
  2. From the main menu, select Master Explorer > Supplier Rebate > Queries > Masterdata > Financial Calendar Query.
  3. To generate a template, go to the toolbar and click the Export to Excel icon.
  4. Fill out the template with the required information.
    1. In Type, specify SR.
    2. Specify values in the Company, Division, and Year.
    3. Specify a value in Calendar ID. This accepts up to 4-character alphanumeric value.
    4. Specify a value in Calendar Name for this setup, and its start and end dates.
    5. Specify each Period No and their corresponding start and end dates.
    6. Specify the Period Name. The name you indicate shows the reports in its corresponding buckets.
    7. Statuses of calendar and periods are open by default.
    Note: Make sure to set only one calendar setup (same Division-Year-PeriodsPerYear-CalendarID combination) in each import file.
  5. Select Master Explorer > Supplier Rebate > Utilities > Calendar > Import Supplier Rebate Internal Calendar.
  6. To set up the calendar, specify the values for Calendar ID, Year, and the number of Periods per Year.
  7. Click Import.
    Note: The imported records are saved in the SRRefM3CalendarHeader and SRRefM3CalendarLines. You can also use these records as inputs when generating supplier rebate calendar days.

    For each Calendar ID, you can create a setup for the same year with different number of periods per year (1, 4, 12, or 52) on different divisions.