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Date type :A description of a date such as start of contract, end of contract or date of signature
Duration : A timeframe between two points in time that consists of a number value and a time unit. The number value does not have any defined meaning without the time unit. Different durations, such as a second, a day, a month, or a year, cannot simply be converted from one to the other. The duration always has a local reference, that is, it has a reference object via which the time zone and the calendar can be determined.
Date Rule : A method for calculating times.This calculation can depend on other times, durations, and reference objects.
Date rules have a version management. This makes sure that date rules used in transactions that are not yet completed, can remain unchanged. You can create a new version from these date rules, which is valid as of the creation date.
Requirements: XML knowledge is necessary in order to work with the rule editor.
Reference object : You can use the reference object to control which time zone and which factory calendar the dates and durations refer to. Instead of automatically using the time zone and calendar of the user or of the system, you can set the system to use another time zone when calculating the dates, namely that of the reference object.You can allow one or several reference objects for one date profile. You must assign one of the allowed reference objects for each date type or duration type. You cannot create any new reference objects.
Calculation sequence :You can enter a calculation item for date types. This specifies the sequence in which the system calculates the dates. For example, if you enter a 1 here for the cancellation date, the system calculates the other date types for the date profile outgoing from this date type. Choose the sequence so that dates which appear in other date rules are calculated first. (For example: Contract start date = current date, contract end date = contract start date + 12 months. The contract start date must be known, in order that the end date can calculated).
One-time calculation of dates: You can determine that a date in a document remains the same after the first calculation and is not re-calculated with each change to the document, for example, the date type "Contract Start". For this, select the Determine Date Only Once field in the group frame Date Rules of date types.
Displaying dates :In order to define the sequence and editabilty of date types in the WebClient UI, you need to:
Select the appropriate screen area and activate or deactivate the Only Display Field indicator, depending on whether you want the date type to be editable or not.
Specify in what sequence you want the date type to appear in the Display Position field.