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

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Posted on by 65

Hi

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?

pastedimage1679579916570v2.png

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: 

pastedimage1679591170808v1.png

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

pastedimage1679591263509v2.png

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!!!

  • 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 Profile Picture
    Leco Lv on at
    RE: Filter By "Fiscal Period" - Opportunity / Quote / Order

    Hi partner,

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

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