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Planview Customer Success Center

Fiscal period doesn't show in Opportunity

SYMPTOMS:
Fiscal periods do not show in the Opportunity drop down. Certain fiscal periods not available for selection.

REASON:
The reason that the fiscal periods are not showing is they have gaps between them. If there is a gap, the subsequent periods will not show in the list.


WORKAROUND:
The query below shows billing offices which has fiscal periods with gaps.

SELECT bo.billingofficeid,
bo.DESCRIPTION
FROM billingoffice bo WITH (NOLOCK)
INNER JOIN (SELECT billingofficeid,
CASE WHEN Sum(Round(Cast(Datediff(hh,startdate,Dateadd(mi,59,Dateadd(hh,23,enddate))) AS FLOAT)
/ 24,0)) = Round(Cast(Datediff(hh,Min(startdate),
Dateadd(mi,59,Dateadd(hh,23,Max(enddate)))) AS FLOAT)
/ 24,0)
THEN 0
ELSE 1
END AS hasgap
FROM fiscalyear
WHERE deleted = Cast(0 AS BIT)
GROUP BY billingofficeid) t
ON bo.billingofficeid = t.billingofficeid
AND t.hasgap = Cast(1 AS BIT)
WHERE bo.DESCRIPTION LIKE '%'
GROUP BY bo.billingofficeid,
bo.DESCRIPTION
ORDER BY DESCRIPTION

RESOLUTION:
Go back and fill in the gaps and all will be available for selection.