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MR having issues with fiscal year change

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Posted on by Richard Wheeler

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I recently changed fiscal year from July-June to January to December. in a new company. MR rebuild datamart was performed. Running a report for 12/31/2021 is returning 12/31/2020 numbers. Is there anything further I need to do to get MR ti return numbers for the correct period? The numbers in the original company are being reported correctly.

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Richard Wheeler 75,730 on at

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RE: MR having issues with fiscal year change

Thanks Greg, this lead me to the real problem. In addition to changing the fiscal year we moved everything to a new company and forgot to add this new company to the tree.
Greg Byer 2,586 on at

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RE: MR having issues with fiscal year change

Rebuilding the data mart after changing the fiscal years is the only thing you should need to do. A couple of things you can check:

Check the fiscal periods in the data mart. Run this statement and find the ID for the company in question--

select * from datamart.organization

Then run this to find the fiscal years--

select * from Datamart.FiscalCalendarView where OrganizationId = x and FiscalYear = 2021

The results will show the period start and end dates.

You can also run these two statements as well--

select * from Datamart.FiscalYear where OrganizationId = x

select * from Datamart.Period where OrganizationId = x

I'd also run these two statements against the GP company database and look for any missing years or overlaps. I've seen issues where users will create a short year when switching from a fiscal year to a calendar year. Sometimes they short years get labeled with something that is out of sequence, like calling it 2220. When that happens, MR is expecting all years between 2021 and 2220.

select PERNAME, PERIODDT, PERDENDT, PERIODID, YEAR1 from sy40100 where Series = 0 order by year1, PERIODID

select * from SY40101