Help with generating Fiscal Period for a single year

[davidsmith]

Hello,

In our live instance we need to re-generate our Fiscal Periods for 2022 (they were inadvetently removed). Is possible to do this for a single year (bearing in mind that we are now in 2023 of course)? Or would we have to remove all of our Fiscal Peiods and then generate them all back again (of course we know that this will remove Fiscal Period detail from any records that have Fiscal Period entries).

David  

[Saurav11]

hello,

Do you have any fiscal data available right now in the fiscal period table?

I tried deleting couple of months and then deleted all and then regenerated and I was bale to do it on my PDI without any issue

[davidsmith]

Hello,

I am doing all this in my PDI as well amd I do have a whole load of Fiscal periods (essentially I recreated what happend in our live instance - as in I deleted all 2022 entries). Thanks for you help so far. I will try it out in our onsite Dev instance to what happens there!

Many thanks

David

[Saurav11]

Sure.

Incase if my answer helped you please feel free to mark it as correct as well.

[mattiasaggin]

Hi,

these settings create Fiscal Period records for 2023.

[yogesh41]

Hi David,

You need to make sure that all Fiscal Periods records are not being deleted for 2022, including Month, Quarter and Year before we re-generate.

I would advice first explore any way to restore deleted Fiscal Period instead of regenerating. You can also export/import it from other dev/test/prod instance. That is recommended way instead of re-creating. The problem with re-creation is that all earlier record references will be still invalid, that will create unexpected issues in the application.

Happy to help further. 

Yogesh