Question Status

Verified
Bachchan asked a question on 19 Mar 2015 9:57 AM

Hi All, I am facing a small issue in CRM 2013 where the fiscal year settings are giving wrong results, results of a year later. The current fiscal start date is of 1st Jan 2015. When data is fetched It shows results from 1st Jan 2015 till 31st Dec 2015 which is correct. I changed the start date to 1st April 2015 so that the FY is from April 2015 to March 2016. In Advanced Find when I queried for Opps with RevRecogDate in FY16, I got results from April16-March17,which is wrong. It should have been April15-March16.

What am I doing wrong??Where is the issue and How to rectify it?? I have attached below a screenshot of the FY settings in CRM. Please advise

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Damon (nomad) responded on 19 Mar 2015 3:09 PM

Bachchan:

In your advance find did you set a Filter criteria for a date?

Thanks

_damon

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Bachchan responded on 24 Mar 2015 4:34 AM

Hi Damon,

Thanks for the reply.I have set the filter criteria in advanced find as RevRecogDate in FY 16.

and I am getting results from April16-March17,which is wrong. It should have been April15-March16.

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Verified Answer
Chitrarasan Duraisamy responded on 25 Mar 2015 10:48 AM

Whatever results systems shows is right.Based on your screen shot the field value for "Named based" is selected as "Start date"  so when you choose FY 16 it shows data between "APR 16 -March 17" , if you change the value for "Named based" field to "End Date" it will show results from "Apr 2015 to March 2016"

Chitra


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Bachchan responded on 25 Mar 2015 11:10 AM

Hi Chitra,

You are amazing. Thanks again for answering.I followed your suggestion by changing the value of NamedBased field from start date to end date and the results are expected.You rock

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Verified Answer
Chitrarasan Duraisamy responded on 25 Mar 2015 10:48 AM

Whatever results systems shows is right.Based on your screen shot the field value for "Named based" is selected as "Start date"  so when you choose FY 16 it shows data between "APR 16 -March 17" , if you change the value for "Named based" field to "End Date" it will show results from "Apr 2015 to March 2016"

Chitra


Reply