Details
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New Feature
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Status: Closed
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Major
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Resolution: Implemented
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Release Branch 15.12, Release Branch 16.11, Release Branch 18.12, Release Branch 17.12, Trunk
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None
Description
Currently no service exists that creates CustomTimePeriod records on a scheduled basis. One could think of:
- a yearly schedule that creates the next fiscal year period
- a quarterly schedule that creates the next fiscal quartered period
- a monthly schedule that creates the next fiscal month period
Considerations regarding requirements:
- Following requirements are to be considered static:
- the highest granularity regarding a custom time period is a year (parameter value = YEAR)
- Following requirements are to be configured/set via SystemProperty records:
- the applicability based on data PeriodType records: currently we can derive/identify two categories: FISCAL and SALES;
- the highest period granularity is static and set to "YEAR"
- the lowest period granularity is configurable and set to "MONTH";
- whether intermediate granularities (between lowest and highest) should be created for a given type (see 2.1) (intermediate indicator: "true"/"false" or "Y"/"N").
- A CustomTimePeriod is only to be created:
- when a PartyAcctgPreference record exists, and
- when the 'enableAccounting' field of that record has the value set to "Y"
- Each lower granularity CustomTimePeriod record must reference higher granularity CustomTimePeriod record (Parent/Child principle), when requirement consideration 2.4 is set to true or Y.
Based on requirement considerations stated above, following examples can be thought of:
- with lowest granularity set to "MONTH" and intermediate indicator = "N" and type ="FISCAL:
<CustomTimePeriod customTimePeriodId="202000001" periodTypeId="FISCAL_MONTH" fromDate="2020-01-01 00:00:00.000" thruDate="2020-01-31 23:59:59.000" isClosed="N" periodNum="20200000" periodName="2020-JAN" organizationPartyId="Company" /> <CustomTimePeriod customTimePeriodId="202000002" periodTypeId="FISCAL_MONTH" fromDate="2020-01-02 00:00:00.000" thruDate="2020-02-29 23:59:59.000" isClosed="N" periodNum="20200000" periodName="2020-FEB" organizationPartyId="Company" />
Attachments
Attachments
Issue Links
- is related to
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OFBIZ-11652 Improve Accounting Component data set(s)
- Closed
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OFBIZ-6704 Creating & Closing Custom Time Periods
- Open
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OFBIZ-10931 Improve the selection of the parent period for CustomTimePeriod update
- Open
- links to