Calculate the fiscal period for a specified date and set the result into a field. You can choose whether this runs when you change a field value, when you save, or both. You can also enable a button on the list screen for bulk calculation.
This plugin supports smartphones.
Set the fiscal year’s starting month and the year corresponding to the first term. Choose the date field, the destination for the term number, and when to calculate it.
Depending on the settings, this customization runs at the following times. Any configured conditions are also evaluated.
Click the button added by this customization to run the operation.
The page-display and field-change triggers exclude inline editing from the pencil icon on the list page.
Enter or select a value for each setting unless it is marked optional.
Please choose whether to perform calculations during editing or during saving.
Available options:
Initial value: When Editing
Please select whether or not to enable the batch calculation function. Enabling the batch calculation function will add a button to the list screen to perform a batch calculation.
Available options:
Initial value: Batch conversion function available
Choose the date field used to determine the fiscal year or term.
The following field types can be selected.
Fields inside tables cannot be selected.
Specify the first month of the fiscal year used by your organization.
Available options:
Initial value: October
Specify the year corresponding to the first term. Term numbers are calculated from this year.
Select one field.
The following field types can be selected.
During editing or saving, an empty source clears the result fields. Bulk processing applies to records currently displayed on the list page whose source value is filled in. Click the button and confirm to save the results and reload the page.
The following actions and conditions are useful when building similar behavior in customization mode.