# Seasonal calendars

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User permission: Rebates
{% endhint %}

Seasonal calendars provide a simple method for adjusting [Pro Rata](/rebates/rules/pro-rata.md) rebate results to account for the impact of seasonal variations, such as holiday periods and special promotions, on yearly targets by defining the proportion of each period in the total yearly figures.

Calendars are independent of projects. Regardless of which project your rebate belongs to, you can access any available calendar. When you create a calendar, it can be applied to any Pro Rata rebate.

<details>

<summary>Example</summary>

Suppose you set up a seasonal calendar for a pro rata rule as follows: January to June each have a 0% contribution, July to November each have a 10% contribution, and December has a 50% contribution.

![](/files/JzwaaOEHiryyOAFSiQKv)

* If you run a calculation for the period January to October, in which the cumulative total of transactions is $20,000:
  * First, the calculation applies the seasonal calendar and therefore, divides the total (20,000) by the sum of the contributions (weightage) for the months in calculation period (40), then multiplies that by 100. In this case, the result is $50,000.
  * It then uses this result to identify the bracket that you would potentially reach by the end of the year (December), then applies that bracket to all transactions retrospectively.
* If you run a calculation for the period January to June, in which the cumulative total of transactions is $1,000:
  * The calculation applies the seasonal calendar and therefore, divides the total (1,000) by the sum of the contributions (weightage) for the months in calculation period (0), then multiplies that by 100. In this case, the result is $0.

</details>

## Open the Seasonal Calendars page <a href="#seasonalcalendars-opentheseasonalcalendarspage" id="seasonalcalendars-opentheseasonalcalendarspage"></a>

In the Phocas menu, click **Rebates** to open the Project page, then click **Seasonal Calendars** at the bottom of the page.

<div align="left"><figure><img src="/files/KRxtYb3To1qquPPUeMAA" alt="" width="170"><figcaption></figcaption></figure></div>

## Create a calendar <a href="#seasonalcalendars-createacalendar" id="seasonalcalendars-createacalendar"></a>

The **Seasonal Calendars** page displays a list of all your calendars, if any. You can create multiple calendars, resulting in a set of seasonal adjustments that can be applied to payable or receivable rebates. There are two ways to create a calendar; you can either clone (copy) an existing calendar or create a new calendar from scratch.

### Create a new calendar from scratch <a href="#seasonalcalendars-createanewcalendarfromscratch" id="seasonalcalendars-createanewcalendarfromscratch"></a>

1. On the **Seasonal Calendars** page, click **New**.
2. Enter a name for the calendar.
3. Select the start month.
4. Enter a percentage next to each applicable month (this will be based on the percentage of sales that occur in each month). As you enter each amount, the cumulative total updates in the column on the right and the sum total displays at the bottom, as shown below. The total must be equal to 100.
5. (Optional) Enter a description for the calendar.

   <div align="left"><figure><img src="/files/AzMhBBXc6eELp0LVaoeO" alt="" width="170"><figcaption></figcaption></figure></div>
6. Click **OK**. Your new calendar displays in the list on the **Seasonal Calendars** page.

### Clone a calendar <a href="#seasonalcalendars-cloneacalendar" id="seasonalcalendars-cloneacalendar"></a>

1. On the **Seasonal Calendars** page, select the calendar you want to clone by clicking the number to the left of its name, then click **Clone**. Your new calendar displays in the list on the **Seasonal Calendars** page, with a '1' added to the end of the cloned name.
2. Click the new calendar to open its setup page.
3. Edit the name and cloned details as required (see above), then click **Save and Close**.

## Apply a calendar to a rule <a href="#seasonalcalendars-applyacalendartorule" id="seasonalcalendars-applyacalendartorule"></a>

Calendars apply to the **Pro Rata** > **Seasonal** setting in the [Brackets section](/rebates/rules.md#set-up-a-rule) of the rebate rule setup screen:

* If you only have one seasonal calendar, you do not need to do anything, as that calendar is applied to the rebate by default.
* If you have more than one seasonal calendar, the **Calendar** setting displays, from which you must select the applicable calendar.

<div align="left"><figure><img src="/files/8OZgOBvdDUvd7yV7JUAf" alt="" width="544"><figcaption></figcaption></figure></div>

## Remove a calendar from a rule <a href="#seasonalcalendars-removeacalendarfromarule" id="seasonalcalendars-removeacalendarfromarule"></a>

To remove a calendar from a Pro Rata rebate rule, change the **Pro Rata** setting to *Linear* or *Off*, as applicable.

<div align="left"><figure><img src="/files/3JDd4ClZvfMr9e6Abg5y" alt="" width="102"><figcaption></figcaption></figure></div>

## Edit or delete a calendar <a href="#seasonalcalendars-editordeleteacalendar" id="seasonalcalendars-editordeleteacalendar"></a>

If a calendar has been used in a rule that has posted calculation results, you cannot edit or delete that calendar.

On the **Seasonal Calendars** page, locate and select the calendar, then either:

* Click the calendar name to open its setup screen, make your changes and click **Save and Close**.
* Click **Delete** and click **Yes** to confirm.


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