FINANCIALPERIODBYDATE

Overview

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

CODE

=FINANCIALPERIODBYDATE(Connection, Date, Company)

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

Argument	Required/Optional	Description
`Connection`	Required	The name of the connection, as specified in the Connection Manager
`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