FINANCIALPERIODOFFSET Function

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

Applies to

Velixo Classic
ERP: Acumatica, CEGIC, Haufe x360, JAMIS Prime, MYOB Acumatica

Description

The FINANCIALPERIODOFFSET function returns the ERP financial period (in MM-YYYY format and based on the Master Financial Calendar) that is a specific number of periods before or after the listed period.

TABLE OF CONTENTS

Syntax
Parameters
Examples
- Example 1
- Example 2

Syntax

FINANCIALPERIODOFFSET(Connection, Period, Offset, Company)

Parameters

The FINANCIALPERIODOFFSET 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 configured in the Connection Manager
Period	Required	The starting financial period, in MM-YYYY format
Offset	Required	The number of financial periods to add or subtract from the starting financial period.
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.

Examples

Example 1

=FINANCIALPERIODOFFSET("demo","12-2019",-3)

Description

Returns the third Acumatica financial period before period 12-2019.

Result

09-2019

Example 2

=FINANCIALPERIODOFFSET("demo","09-2018",5)

Description

Returns the fifth Acumatica financial period after period 12-2018.

Result

01-2019

This function will include any adjustment periods defined within Acumatica: