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Business Calendar vs Fiscal Periods in SPW Financials

phil_bool_unifi
Tera Guru
Tera Guru

Hi all.  When creating a portfolio in the Strategic Planning Workspace using Fiscal Period instead of dates to set the start/end date, it using the Business Calendar Entry table (business_calendar_span).  I'm working with a customer that has relabelled their Fiscal Periods (for example, from 'FY24' to 'FY24/25').  They want to be able to select fiscal periods that align with the same name.  

Is this just a question of synching the names from the fiscal periods (fiscal_period) table to the records with the same start/end dates in the Business Calendar records, or do those records also do other things I'm not aware of?

1 REPLY 1

phil_bool_unifi
Tera Guru
Tera Guru

I've noticed that the names displayed in the SPW seem to be the OOB names, as used in the Business Calendar Entry Names records (business_calendar_span_name).   Most confusingly, these records don't seem to exist before M1 of 2025/26.  I need to back-date a portfolio to cover 2023/24 and 24/25, and their fiscal calendar runs April to March, so I can't just load older values from a PDI, as they all run Jan-Dec.

Do I need to manually create earlier Fiscal Period, Business Calendar Entry and Business Calendar Entry Name records so I can load older Fiscal portfolio data?