FINANCIALPERIODOFFSET Function

Created by Harry Lewis, Modified on Fri, 17 Nov, 2023 at 5:56 PM by Harry Lewis

Applies to

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



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

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
OptionalThe 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:

adjustmentperiod.png




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