Purpose

To control Date Alias Instances resulting from a Date Alias Instance Offset relationship such that the Date Alias Instance cannot fall on certain specified days

This form is used (optionally) to ensure that the calculation of the second date results in that date falling on 'acceptable' days.

For example, the second date can be constrained to fall outside Institution holidays or only on a weekday or only on a Wednesday (or any valid combination of any of the constraints). This feature is particularly valuable when calendars are 'rolled over'. Date Alias Instances determined by offsets in the 'new' calendars will have their dates set according to the constraints rolled with them.

With constraints defined, when an instance of the first Date Alias is created, the date of the second is calculated as the first date plus the offset. If this falls either on a day specified by a constraint as unacceptable or doesn't fall on a day specified as the required day, the date is moved forward or backward until the constraint is satisfied.

For example, if the calculated date of the second Date Alias Instance falls on a Saturday, and the constraint WEEKDAY,MUST (i.e. Date Alias Instance must fall between Monday and Friday inclusive) has been specified for the Date Alias Instance, the instance is moved forward to Monday (Resolution Days set to +1 or +2) in order to satisfy the constraint. Monday's date forms the Date Alias Instance.

In each case a number of Resolution Days must be specified. If the calculated date falls on a day which conflicts with the recorded constraints, the System moves the calculated date forward or backward that number of days.

For example, if Resolution Days is set to 2, and the constraint MONDAY, MUST NOT is set, and the date calculated from the offset falls on a Monday, the date is moved forward two days to Wednesday. If the Resolution Days was set to minus (-)2, the date is moved back to Saturday.

This form is accessed through CALF0420), via the Date Alias Instance button, and then when in CALF0511, by selecting the Offset Constraints button (bottom) OR through CALF0220), via the Date Alias Instance button, and then when in CALF0512, by selecting the Offset Contraints button (bottom).

The Date Alias Instance Offset block contains:

• Date Alias
• Calendar Type
• Start Date
• End Date
• Alias Value
• Offset Date Alias
• Offset Calendar Type
• Start Date
• End Date
• Alias Value

The Date Alias Instance Offset Contraint block contains:

• System Date Offset Contraint Type
  This parameter defines the day or days used in the constraint
  For example, MONDAY, WEEKDAY, HOLIDAY.
• Condition
  This is the operator which acts on the constraint type. The available Conditions are MUST and MUST NOT.
  For example, MUST (be a) MONDAY, MUST (be a) WEEKDAY, MUST NOT (be a) HOLIDAY
• Resolution Days
  This parameter is the number of days which a calculated date should be moved forward in order to resolve a constraint.
  For example, 3 moves a calculated date forward from Monday to Thursday (provided no other constraint prevents this).

Notes/Rules:

Date Alias Instances based on HOLIDAY calendars can only have absolute values. i.e. cannot be offset values and hence cannot be subject to offset constraints.

The System constraint type HOLIDAY recognises any single date in a Holiday calendar (a calendar of calendar category HOLIDAY). The System constraint type INST BREAK recognises Date Alias pairs in a Holiday calendar as a date range. The constraint uses all days within the range.

The user is warned of an unresolvable constraint either when the constraint is recorded (for more common conflicts) or when Date Alias Instances are being created using offsets. If the system is unable to resolve the constraint/s at the point of deriving the Alias Value, it ignores the constraints and calculates the Alias Value from the Offset Date Alias Instance.