Maintain Sales Calendar
Select the “Maintain Sales Calendar” activity under the “Lead Management” business component.
The “Maintain Sales Calendar” page appears.
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Clicking this icon available near certain fields takes you to the help
page of the respective field.
To create a new maintain sales calendar details
The system displays the status of the maintain equipment tracking.
Enter the following details in the header:
Calendar Code
|
The unique code that identifies the calendar. (Alphanumeric, 40). Mandatory. |
Calendar Description |
On selection of the calendar code, the system displays the description of the calendar. |
Default |
Select the default checkbox whether the calendar is to be set as default. |
Calendar Date From |
The date from which the calendar is created. |
Calendar Date To |
The date till which the calendar is created. |
Inactivate |
Select the inactivate checkbox if the calendar is to be set as inactivate. |
Standard Working Hours |
The standard working hours of the calendar period. |
From Time |
The start time of the working day based on the sales calendar period. |
To Time |
The end time of the working day based on the sales calendar period. |
Enter the following details in the “Working Hours” group box:
Monday |
Select the Monday checkbox to map the selected working day to Monday and specify the working hours in the text box. |
Tuesday |
Select the Tuesday checkbox to map the selected working day to Tuesday and specify the working hours in the text box. |
Wednesday |
Select the Wednesday checkbox to map the selected working day to Wednesday and specify the working hours in the text box. |
Thursday |
Select the Thursday checkbox to map the selected working day to Thursday and specify the working hours in the text box. |
Friday |
Select the Friday checkbox to map the selected working day to Friday and specify the working hours in the text box. |
Saturday |
Select the Saturday checkbox to map the selected working day to Saturday and specify the working hours in the text box. |
Sunday |
Select the Sunday checkbox to map the selected working day to Sunday and specify the working hours in the text box. |
This page consists of the following tabs:
v Exception
v Exploded Calendar
Tab – Exceptions
Enter the following details in the “Exception” multiline:
Date |
The date at which the exceptions sales calendar is created. |
Current Day Type |
The system displays the Current Day Type by dafault in the multiline. |
Day Type |
Use the drop down to select the day type. The combo is loaded with “Working” and “Not Working”. The system displays the “Working” by default. |
Remark |
Any remarks pertaining to the exceptions must be specified. |
From Time |
The start time of the working day based on the exception calendar. |
To Time |
The end time of the working day based on the exception calendar. |
Tab – Exploded Calendar
Enter the following details in the header:
Retrieve From Date |
The date from which the details must be retrieved. |
Retrieve To Date |
The date till which the details must be retrieved. |
Click the “Retrieve” button to retrieve the specific details in the multiline.
The system displays the following details:
Date |
The date at which the exploded calendar is created. |
Current Day Type |
The current day type of the Exploded Calendar is displayed in the multiline. |
Enter the following details in the “Exploded Calendar” multiline:
Day Type |
Use the drop down to select the day type. The combo is loaded with “Working” and “Not Working”. The system displays the “Working” by default. |
Remark |
Any remarks pertaining to the exploded calendar must be specified. |
Standard Hours |
The standard hours of the exploded calendar to be entered. |
From Time |
The start time of the working day based on the exploded calendar. |
To Time |
The end time of the working day based on the exploded calendar. |
Click the “Save” button to save the details.
Click the “Delete” button to delete the details.
The system displays the following:
Created By |
The login ID of the user who created the maintain sales calendar. |
Created Date |
The date and time at which the maintain sales calendar was created. |
Modified By |
The login ID of the user who modified the maintain sales calendar. |
Modifies Date |
The date and time at which the maintain sales calendar was last modified. |