We have a non-standard fiscal calendar and implemented a custom solution to do fiscal reporting back in the Eureka release. It consists of a set of schedules, additional fields (on mainly task tables) to hold the related fiscal week schedule reference (e.g. fields to hold the created fiscal week, closed fiscal week) and business rules / script includes to populate those fields. I would like to make an attempt to move to ServiceNow's Fiscal Calendar solution.
Each fiscal year consists of 2 halves, 4 quarters and 12 periods. Periods may be 4 or 5 weeks. Most years consist of 52 weeks, but some are 53 weeks. The Period to Week relationship is:
Period 01: 5 weeks
Period 02: 4 weeks
Period 03: 4 weeks
Period 04: 5 weeks
Period 05: 4 weeks
Period 06: 5 weeks
Period 07: 4 weeks
Period 08: 4 weeks
Period 09: 4 weeks
Period 10: 5 weeks
Period 11: 4 weeks
Period 12: 4 weeks (52 week year) or 5 weeks (in 53 week year)
I did some testing in a PDI and will continue, but would appreciate input from others who run a non-standard fiscal year and / or have modified the OoTB ServiceNow offering.
Questions
- Anyone created a non-standard fiscal calendar and able to share approach / pitfalls
- Whilst the UI page generate_fiscal_calendar can be modified, the creation of the fiscal records references SNC.FiscalCalendar() and SNC.FiscalCalendarPrefix() which I assume cannot be inspected or changed. This suggests I cannot get ServiceNow to create the fiscal entries for me and would need to either do them manually or create import table and transform logic
- if I have to do the financial calendar manually or via import / transform, any thoughts on adding the fiscal type of "Half"
- adding the choice is easy
- would need to relate schedule records correctly (week --> Period --> Quarter --> Half --> Year)
- no idea how to surface that in reporting - both for intervals when selecting financial calendar and in conditions
- For reporting - there is no option to create the date range using script or dynamic filters via the UI. So would not be able to set conditions on created date is in a Financial calendar period (e.g. FY24: P01). I'm pretty sure I have done it by modifying the report's xml. Anyone know a way to make that available via the reporting UI?
thanks
Steve
