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FINANCIALPERIODBYDATE

Overview

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

Syntax

CODE
=FINANCIALPERIODBYDATE(Connection, Date, Company)

Arguments

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.

Example

CODE
=FINANCIALPERIODBYDATE("Demo", D3) 

FinPerByDate.png

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

Result: 01-2014

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