Date to Period
Description
Take a date and extract the Period Number or Fiscal Year as an output. The date is compared against the F0008 Fiscal Date Patterns and F0010 Company Names & Numbers tables to establish the output based on each data row record.
Parameters
Options
| Input Parameter Values | Input Values |
|---|---|
| Company | Column or Literal |
| Result As | Century, Fiscal Year, Period, Two-Digit Fiscal Year |
| Accounting Interval | 12-Period or 52-Period |
| Only Rollup If | Generic Criteria |
Input
| Input | Input Values | Required |
|---|---|---|
| Date | Column or Date Literal | ✔ |
Remarks
- Leaving the calculation's Company field blank will imply to use the default company's fiscal date pattern for Company 00000. Specifying a literal value number in the company field will force all rows to use that company's date pattern, ex. 00010. And using a table's Company field will then choose the fiscal date pattern per data row record for that company as it relates to that record's fiscal date pattern. If a table does not have a Company field, you will have to create a table lookup or table join to the F0010 table linked by business unit (branch plant).
- In the case of 52-period date patterns, the F0008B table is used.
Example
Let's say you are on a non-calendar fiscal year starting October 1st and following the monthly cadence for periods.
If you want to identify what period a specific date falls in, you can utilize the Date to Period calculation.
- Select Design > Calculations > Date to Period
- Input: G/L Date (let's say this specific example looks at the date 4/1/2023)
- Output: 7
The reason that the output is 7 rather than 4 fo the period is because period 1 for the example above is actually October of 2022.