4 Steps to Import Fiscal Periods using the Fiscal Calendar Plugin

[Sunil B N]

Fiscal Calendar Plugin (com.snc.fiscal_calendar) gives infrastructure to generate fiscal periods depending upon financial calendar type like Regular, 13 Period or 445.

Special Note: Fiscal periods are generated in User's logged in timezone. Ensure the timezone in your destination instance.

Follow the steps below, if you want to generate fiscal periods in your sandbox instance and you would like to move them to destination instance.

Technical knowledge of ServiceNow Platform administration and Understanding of Project Portfolio management OR Financial Management.

4 Steps to Import Fiscal Periods

Step 1: Create New Update Set. Generate Fiscal Periods (Fiscal Periods > Generate). And close the update set.

Step 2: Validate Fiscal periods in your sandbox instance. Navigate to Fiscal Periods list > Click "Validate Periods" button. Make sure things are working fine here. If you are using modules like Financial Modeling (formerly known as Cost transparency), Financial Charging, Financial Planning, Cost plans in Project Portfolio Management you can test if things are working as expected. Date filter on platform list is working for fiscal specific filters like "This Fiscal year", "Last Quarter".

Step 3: Export all fiscal periods (through export XML).

Step 4: Apply update set created in Step 1 and import XML created in Step 3.

More Technical Information:

Tables are associated with fiscal periods. Fiscal period(fiscal_period) record have references to Schedule(cmn_schedule). When we generate fiscal periods of certain years, it generates set of cmn_schedule records,
4 system properties and fiscal period records.

What records are imported?

• fiscal_period - all records
• cmn_schedule - records associated (Starts with "Fiscal") // these will be captured in update set also.
• sys_properties - 4 records as specified below:
  

  com.glide.fiscal_calendar.fiscal_year_start_day
  com.glide.fiscal_calendar.fiscal_year_start_month
  com.glide.fiscal_calendar.fiscal_unit
  com.glide.fiscal_calendar.fiscal_calendar_type​

Congratulations! You have successfully imported fiscal periods from one instance to an another.

Cheers,
Sunil B N