FINANCIALPERIODBYDATE function

Created by Harry Lewis, Modified on Tue, 16 Jul, 2024 at 9:33 AM by Gabriel Michaud

Applies to:

Description

The FINANCIALPERIODBYDATE function returns the correct period of a given date (as defined in the ERP's master financial calendar).

TABLE OF CONTENTS

FINANCIALPERIODBYDATE(Connection, Date, Company)

The FINANCIALPERDIODBYDATE function uses the following parameters (see our article on using arrays or cell ranges as parameters):

Parameter	Required/Optional	Description
Connection	Required	The name of the connection, as specified in the Connection Manager
Date	Required	A cell reference containing the the date or An Excel DATE() function
Company	Optional	The ID of the company whose financial calendar is to be used for determining the results. This parameter is used when the Multiple Calendar Support feature is enabled within Acumatica. The company financial calendar of the specified company will be used. If left blank, the Master Financial Calendar will be used.

  =FINANCIALPERIODBYDATE("Demo", D3)

Description: Returns the correct period of 01-01-2014 (the contents of cell D3)

Result: 01-2014