ARTran.FinPeriodID vs. TranPeriodID

Question

Hi all,I created a GI with pivots for my company that shows unit sales, $ and margin by period as in the past it was done by calendar month.All totals line up and even individual amounts add up as well. There is just one particular set of months from 2 fiscals ago where the units don’t show up same as the calendar date report but instead show up 2 periods later. I was wondering if this would go away if I used TranPeriodID? only thing is the TranPeriodID is formatted differently which causes the reports to show up as “20-2602” instead of “02-2026”. when I try to format it it then messes up the internal comparisons and none of the unit sales line up properly anymore. in short, is it fine to stick with FinPeriodID from ARTRAN? Joseph

Laura03 · Answer

Hello,If the report works in recent periods, then I expect the Fiscal Period field you are using is fine.Did you investigate what happened with Unit counts in the earlier periods two years ago to cause differences?Was there a mistake made, and then corrected several months later? Was a correction made in an unusual way, perhaps to correct Inventory while avoiding changes to posted balances in closed periods?If you can find the Reason for differences two years ago, you can move forward most confidently with your new report as it’s working today.To answer this question:“I was wondering if this would go away if I used TranPeriodID”,Compare the values of TranPeriodID to FinPeriodID on the same records. Do they match? I mean, aside from the formatting - do these fields match when 2-digit period is moved to the front of the year.If TranPeriodID = FinPeriodID on the artran records, then your report will have the same anomoly from several periods 2 fiscal years ago, no matter which field you use.Laura

Sign up

Social Login

Login to the community

Social Login

Scanning file for viruses.

This file cannot be downloaded