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FISCAL Periods

monishsnowd
Tera Contributor

4 weeks ago

Hi All , 

 

I want to generate the fiscal periods like the OOTB ones.  

 monishsnowd_0-1762347571142.png

 

However, when I attempt to create a fiscal calendar, the prefix doesn't appear. Screenshot below Like with the prefix FY26: M01- JUL 

monishsnowd_1-1762347690051.png

 

Does anyone know how to set this up ? 

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M Iftikhar
Tera Sage

a week ago - last edited a week ago

Hello @monishsnowd,

OOTB the fiscal periods are generated in the format FY26: M01, and that’s expected behavior. The system doesn’t automatically append the month name (e.g., JUL) to the period label.

If you want the periods to appear as FY26: M01 – JUL, you’ll need to add custom logic. The usual approach is to write a small script (Business Rule or Script Include) that updates the name field of the generated fiscal periods after creation and appends the month label in whatever format you prefer.

MIftikhar_1-1763733483286.png

 

MIftikhar_0-1763733419238.png


If my response helped, please mark it as the accepted solution so others can benefit as well.

Thanks & Regards,
Muhammad Iftikhar

If my response helped, please mark it as the accepted solution so others can benefit as well.

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M Iftikhar
Tera Sage
In response to M Iftikhar

a week ago - last edited a week ago

Hi @monishsnowd ,

Did you get a chance to review the post? Was it useful?

If this answered your question, please consider marking it as the Accepted Solution so others in the community can benefit from it as well.

Thanks & Regards,
Muhammad Iftikhar

If my response helped, please mark it as the accepted solution so others can benefit as well.

0 Helpfuls