Need to update fiscal periods with calendar data

Rahul84
Tera Contributor

Hi @Ankur Bawiskar / @Mark Roethof / @Maik Skoddow / @Sandeep Dutta ,

I have a requirement to update fiscal periods with current financial year calendar data.

I am not aware of the requirement , how we need to do this in ServiceNow. Not worked on this type of requirement before.

Can you please guide me by step by step procedure to get this requirement completed.

Thanks in Advance.

 

3 REPLIES 3

Filipe Cruz
Kilo Sage
Kilo Sage

Hello Rahul,

You can go to Fiscal Calendar > Generate and generate new fiscal periods:
find_real_file.png

 

You need to insert the type of fiscal calendar ( would assume it is Standard, like the majority of the cases), and then add the fiscal calendar configuration (start month, start year, end month, end year, prefixes, etc).

Is this what you are looking for?

Please, don't forget to mark my answer as correct if it solves your issue or mark it as helpful if it is relevant for you!

Best Regards,

Filipe Cruz

 

Hello Filipe,

Thanks for the reply.

I am looking for to load the data in the fiscal periods table for Year, Quarter, Period & Weeks in ServiceNow.

I have the pdf for Fiscal year calendar.

Please help me how should we proceed and follow the steps in ServiceNow to get this requirement completed.

 

Hello Rahul,

You can open the fiscal periods table, right-click on a column and select Import.
Then you can generate a template to insert the data:
find_real_file.png

And the import the template file to load the data:

find_real_file.png

 

Hope this is what you need.

Please, don't forget to mark my answer as correct if it solves your issue or mark it as helpful if it is relevant for you!

Best Regards,

Filipe Cruz