Defining Manual Date Schedules

Manual Date Schedules are used to handle complex date schedules for generating futures and future options products. Manual date schedules can be based off date rules and modified, or can be created from scratch.

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From the Calypso navigator, navigate to Configuration > Definitions > Date Schedule Definitions > Manual Date Schedule (menu action refdata.ManualDateScheduleWindow) for defining manual date schedules.

 

1. Defining a Manual Date Schedule off a Date Rule

Manual Date Schedule off Date Rule

Step 1 – Click to create a new manual schedule.

 

Step 2 – Enter a name and a description for the manual schedule. The name will be used throughout the system to identify the manual schedule.

 

Step 3 – Select a date rule, and enter a start and end dates. Date rules are created using Configuration > Definitions > Date Schedule Definitions > Date Rule.

Click Generate to generate the corresponding dates. They are displayed in the "Dates" area.

You can then customize the dates in the "Dates" area:

» Enter comments as needed.
» Click to add custom dates.

 

Step 4 – Click Save to save the manual schedule.

 

2. Defining a Custom Manual Schedule

Random Manual Date Schedule

Step 1 – Click to create a new manual schedule.

 

Step 2 – Enter a name and a description for the manual schedule. The name will be used throughout the system to identify the manual schedule.

 

Step 3 – Click to add custom dates, and enter comments as needed.

 

Step 4 – Click Save to save the manual schedule.