Working with the Calendar

Each company uses its own calendar. The calendar lets you schedule employee appointments as well as set the workdays and non-work days. After an appointment is scheduled, the date appears in red and is underlined.

You can display the company calendar from most windows by pressing the F2 key after clicking in a date field.

Note: Sage 100 Contractor displays a standard calendar as the date picker for date fields.

For each day that you designate as a non-work day, Sage 100 Contractor displays Off.

Calendar functions

To

Do this

Set Saturdays off

On the Options menu, click Saturdays Off.

Set Sundays off

On the Options menu, click Sundays Off.

Set an individual day off

Right-click the selected date.

  1. Press F5 or click the Display calendar button in a date field, or select Display calendar from the shortcut menu on a date cell in a grid.

    If you selected a date previously, that date is highlighted in the calendar.

  2. Double-click the date you want to use.

    You are returned to the date field, which now displays the date you selected.

  1. On the Sage 100 Contractor Desktop, do one of the following:

    • Click the Calendar button.
    • Press F2.
  2. Click the day on which you want to schedule an appointment, then on the Edit menu, click Appointment.
  3. In the Calendar Appointments window, in the Start and End cells, enter the times when the appointment is to begin and end.
  4. In the Type cell, select the appropriate appointment type.
  5. In the Employee cell, select the employee number for the person who has the appointment.
  6. In the Client cell, select the client number of the client with whom you are scheduling an appointment.
  7. In the Notes cell, enter any information you wish to add regarding the appointment.
  8. Click the Save button.
  9. Repeat steps 3–8 for each appointment.
  1. Open the calendar.
  2. On the menu bar, click Appointment Types.
  3. In the Appointment# cell, enter the appointment number.
  4. In the Description cell, enter a description for the type of appointment.
  5. Repeat steps 3–4 for each type.
  6. Click File > Save.
  1. Open the calendar.
  2. Select the day of the appointment.
  3. On the menu bar, click Edit, then click Appointments.
  4. Select the appointment.
  5. Press the Delete key.
  1. Open the calendar.
  2. Click the last date through which you want to delete appointments.
  3. On the Options menu, click Delete Appointments.