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Scott RyanScott Ryan 

Fiscal year starts first Thursday of each July

Hi, 
I have a requirement to assign a Q1/Q2/Q3/Q4 to an opportunity in a custom field for reporting purposes. 

My finanical year and Quarter 1 start date is the first Thursday of each July (cinema company in Australia).

I'm completley new and although I have sifted through allot of discussions on here can't seem to find my solution. 

Is anyone able to assist? 


 
Deepak Kumar ShyoranDeepak Kumar Shyoran
You can write a Workflow rule for the same purpose to assign the fiscal year Quarter based on your fiscal year and some date type field on Opportunity. But you need to hard code the Fiscal year dates like from 1 sept - 31 dec it will be Q1 and from 1 Jan - 31 March it will be Q2 and you can use this value to assign your field on Opportunity.