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1. In the Setup workspace, in the left navigation, click Date Rules.
   You see the Date Rules workspace with list of available date rules.
2. Click Create New.
   You see the New Date Rule dialog box.
3. Enter Name for the field.
4. Optionally, enter a Description for the date rule.
5. Under Start Date, select a Type from the drop-down list.
6. Select the Offset by by entering the number and then selecting the frequency. Click Using Business Calendar to use the business calendar to determine the dates.
7. Select the Adjust to from the drop-down list. Click Using Business Calendar to use the business calendar to determine the dates.
8. Enter Additional Offset by entering the number and then selecting the frequency. Click Using Business Calendar to use the business calendar to determine the dates.

9. Under End Date, select a Type from the drop-down list and then click on the calendar to select a date. Options include:
   –  Fixed
   –  Calculate
   –  Fund Inception Date
   –  Fund Fiscal Year to Date
   –  Fund Fiscal Quarter to Date (Common Date)
   –  Fund Fiscal Year to Date (Common Date)
   –  Fund Fiscal Quarter to Date (Prior Year)
   –  Fund Fiscal Year to Date (Prior Year)

   Info
   icon false title Note
   If you select the Fixed option, you only need to enter the Start Date and then can enter the End Date. If you select the Calculate option, you need to enter the Offset parameters.

   
   

10. Select the Offset by by entering the number and then selecting the frequency. Click Using Business Calendar to use the business calendar to determine the dates.

    Info
    icon false title Note
    The Offset By setting allows you to adjust the start date of a process to run for a certain date in past or in the future. For example, if today if January 1st, and you want to create a data rule to rule to run a report fifteen days prior (December 16th), then you need to set the offset value as -15 and offset the data type as days. Entering a positive number in the Offset field will increase the input date while negative values will decrease the date.

    
    

11. Select the Adjust to from the drop-down list. Click Using Business Calendar to use the business calendar to determine the dates. Options include:
    –  Week Start
    –  Week End
    –  Month Start
    –  Month End
    –  Calendar Year Start
    –  Calendar Year End
    –  Quarter Begin
    –  Quarter End
12. Enter Additional Offset by entering the number and then selecting the frequency. Click Using Business Calendar to use the business calendar to determine the dates. Options include:
    –  Day(s)
    –  Week(s)
    –  Months(s)
    –  Quarter(s)
    –  Year(s)
13. To add a Single Date, select either Start Date or End date.
14. Select a Business Calendar Source from the drop-down list.
15. Select a Time Zone from the drop-down list.
16. Optionally, you can click Test Now to test the date rule or click the Test when saving checkbox to test when saving your changes.
17. Click Save.
    The new rule is added to the list of available date rules.

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