The Calendar Management window in SAS IT Charge Management 2.3 and 2.4 does not function properly, which makes it difficult to set the accounting and invoice dates beyond the year 2006.

Complete the following tasks in conjunction with the hot fix installation.

Hot Fix pre-installation tasks:

1. Make sure that you have a working backup copy of your installation directories and files on Windows and MVS, as well as any SAS IT Resource Management PDBs before applying this hot fix.
2. Go to the Calendar Management window and record the accounting and invoice settings that are currently set for each of your SAS IT Charge Management sites. You may also run a sample program documented in SAS Note 11727 that will provide you with the existing accounting and invoice dates.

IMPORTANT:

Once you apply successfully the hot fix provided, your SAS IT Charge Management accounting and invoice calendar sites are reset with default accounting and invoice dates. These accounting and invoice dates will need to be udpated to conform to your organization's fiscal schedules. The report you create in the previous step will help set the existing and new accounting and invoice dates.

Hot Fix post-installation tasks:

Reopen all SAS IT Charge Management sites and update the default accounting and invoice calendar dates that were added with the hot fix with dates, to conform to your organization's fiscal schedules.

An example on updating an accounting period and invoice dates follows. For this example, it is assumed that the first fiscal month for the year 2007 starts on December 16th, 2006 and ends January 15th, 2007. Invoice dates start at the beginning of each Accounting period.

1. Select calendar screen.
2. Go to accounting period 1 for 2007
3. Click edit periods and years
4. Click set year pattern. Select move start date for 2007. Click 16Dec06.
5. Click set invoice dates. Click set invoice pattern. Select Start invoice 1st of defined period.
6. Press OK to save that.
7. Select calendar screen.
8. Go to the desired period, for example, period 12, 2007.
9. Click edit periods and years.
10. Click edit period dates. Select the desired start date, November 16th, 2007. Select the desired end date, December 15th, 2007.
11. Click finish and move.
12. Click set invoice dates. Click set invoice pattern. Select Start invoice 1st of defined period.
13. Press OK to save that.

Repeat steps 7-13 for each accounting period that needs adjustment of the dates, assuming that each accounting period is supposed to start on the 16th day.

Save your updates as you update each month. While there is the option to update more than one month at a time before selecting OK, if a mistake is made, canceling out from the screen will cause you to lose more work.

Once all the updates to the calendar screen have been made, validate the updates by running the report in Usage Note 11727 .

Operating System and Release Information

A fix for this issue for IT Charge Manager 2.3 is available at:

A fix for this issue for IT Charge Manager 2.4 is available at: