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.
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.