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go_bear_2001go_bear_2001 

Calculate fiscal year and month ?

Hi,

 

I'm trying to create 2 fields which supposed to return fiscal month and fiscal year from a given date.  I set up Custom Fiscal Year from the setup menu, and the formula for the 2 fields are just MONTH (date) and YEAR (date).  Apparently the 2 values do not return correctly.  They are just return month and year value as it's in normal calendar.  Is there a way to get the fiscal month and fiscal year (based on a fiscal calendar set in the system) from a given date?  I would assume after I set Custom Fiscal Year, running MONTH(date) would return me the correct month based on fiscal year, but somehow it did not.

 

Can you give me some lights if you have any suggestion?  Am I missing anything?

 

Thanks,

Klein