Rules Tab

Use the Rules tab to define rules used to adjust dates when aging data or scheduling process requests. Dates in the Avoid Dates column signify that other dates are acceptable. Dates in the Search column signify that only those specified dates are acceptable, and all other dates are unacceptable.

calendar editor, rules tab, explained below

Grid Details

Rule Name
Name of the Calendar rule you want to define (1 to 11 characters).
Note: Optim™ includes several sample rules that you can use. There is no limit to the number of rules you can define.
Description
Text to describe the Calendar rule you want to define (up to 40 characters).
Avoid Dates
Dates to avoid when making an adjustment. Specify any date type defined on the Dates tab or specify one of the sample date types provided.

For example, if the rule is NEXTWEEKDAY, the Avoid column contains WEEKEND, and the Adjustment column specifies NEXTDAY, the calculated date is adjusted to the next day that is not defined as a weekend day.

Note: For each rule, you can specify an Avoid Date, a Search Date, or both. If you specify both, the entries must be different Calendar dates.
Search Dates
Dates to search for when making an adjustment. Specify any date type defined on the Dates tab or specify one of the sample date types provided.

For example, if the rule is NEXTPAYDAY, the Search column contains PAYDAY, and the Adjustment column specifies NEXTDAY, the date is adjusted to the next defined payday. (If the calculated date is March 5th and payday is defined as the 1st and 15th of each month, the date is adjusted to March 15th.)

Note: For each rule, you can specify an Avoid Date, a Search Date, or both. If you specify both, the entries must be different Calendar dates.
Adjustment
Specify the adjustment parameter to use to adjust the date for the named rule. The adjusted date must satisfy the Avoid and Search specifications.
  • Closest Day
  • Previous Day
  • Next Day

For a list of sample Calendar rules provided with Optim, see Sample Calendar Rules.