Filter By "Fiscal Period" - Opportunity / Quote / Order

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Posted on by Dynamics 365 Sales

At the company level, we have decided to use the "monthly" fiscal period.

Why, when filtering a date field with the fiscal period, when viewing opportunities, offers and orders, do I only see Quarter 1, Quarter 2, Quarter 3, Quarter 4 and not the months?

Also, when I use the filter (e.g. Quarter 3) it shows me data for March and not for quarter 3.

Same thing for:

Quarter 1, shows January;
Quarter 2, shows February;
Quarter 4, shows April.

On research find it show correctly:

But once the view is saved, opening from the unified interface I see this:

The XML Fetch:

..... ><condition attribute="estimatedclosedate" operator="in-fiscal-period-and-year"><value>05</value><value>2023</value></condition></filter></entity></fetch>

Selecting and saving "march" on "advanced find", on "edit filter:opportunity" I find "Quarter 3".

Help me, thanks!!!

Categories:

Leads or Opportunities

Quotes / Orders / Invoices

Sales Goal Management

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Dynamics 365 Sales 65 on at

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RE: Filter By "Fiscal Period" - Opportunity / Quote / Order

Hi Leco Lv

The problem is present for all fields of type "Date" or "Date and time".
Leco Lv on at

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RE: Filter By "Fiscal Period" - Opportunity / Quote / Order

Hi partner,

Is this your custom field? (due to the language)