FINANCIALPERIODBYDATE

Overview

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

CODE

=FINANCIALPERIODBYDATE(
    ConnectionName, 
    Date, 
    Company
)

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

Argument	Required/Optional	Description
`ConnectionName`	Optional	Provide one of the following values: Connection name as defined in Connection Manager. Velixo range expression defining a set of connection names. An array of settings as described in the Multiple connections per formula article. We recommend using the VX.SETTINGS function to construct the array. OR Omit the argument to return results for all compatible connections with default aggregation settings.
`Date`	Required	A cell reference containing 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 Argument 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.

CODE

=FINANCIALPERIODBYDATE(
    "Demo", 
    D3
)

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

Result: 01-2014