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FY settings giving wrong result in CRM 2013 RRS feed

  • Question

  • Hi All, I am facing a small issue in CRM 2013 where the fiscal year settings are giving wrong results, results of a year later. The current fiscal start date is of 1st Jan 2015. When data is fetched It shows results from 1st Jan 2015 till 31st Dec 2015 which is correct. I changed the start date to 1st April 2015 so that the FY is from April 2015 to March 2016. In Advanced Find when I queried for Opps with RevRecogDate in FY16, I got results from April16-March17,which is wrong. It should have been April15-March16.

    What am I doing wrong??Where is the issue and How to rectify it?? I have attached below a screenshot of the FY settings in CRM. Please advise

    Tuesday, March 24, 2015 9:44 AM

Answers

  • The issue has been resolved.The issue was with the value of the Namedbased field. I changed this value from StartDate to End date and the results are expected. 
    • Marked as answer by Bachchan11 Wednesday, March 25, 2015 4:12 PM
    Wednesday, March 25, 2015 4:12 PM

All replies

  • Hello Amlan,

    Could you please provide a screenshot for the Advanced Find fetch?

    Anyway, I would say that you should be looking for the records of FY 15 and not 16 in order to return records April15-March16. One more test you could perform is return data using the "This Fiscal Year" filter and observe what results are returned.

    Let me know if that helped!

    Tuesday, March 24, 2015 9:55 AM
  • Hi Pedro,

    Thanks a lot for replying.I have followed what you suggested. I returned data using the criteria RevRecogdate in "This Fiscal Year" and it was strange to find that all the opportunities which had RevRecogdate from 1st Jan 2015 till 31st Dec 2015 were returned. 

    This should not have been the case. Just for your information, 1st Jan 2015 was my earlier set fiscal start date. 

    Please advise


    Wednesday, March 25, 2015 2:44 PM
  • The issue has been resolved.The issue was with the value of the Namedbased field. I changed this value from StartDate to End date and the results are expected. 
    • Marked as answer by Bachchan11 Wednesday, March 25, 2015 4:12 PM
    Wednesday, March 25, 2015 4:12 PM