[SalesForce] String / Date comparisons Custom Fiscal Year

I have custom fiscal year starting May 1st to April 30th.
I want to find a clever way to select a picklist value based on opportunity closed date.

Picklist values 2010 through 2020

Here is the scenario, If the close date on or after May 1 2014, select 2015 from the picklist if it is March 2014, select 2014 from picklist.. etc. any help greatly appreciated

PS, I am trying to do this in a custom controller.

Best Answer

You didn't answer my comment about "is it real custom fiscal year (does the Period table have any entries) or is it standard Gregorian with shifted month start".

Either way I would discourage you from hardcoding the "May 1st" boundary date. Here's how to get the reference data if it's a real custom fiscal year (my company uses 5-4-4 calendar)

SELECT FiscalYearSettings.Name, Type, StartDate, EndDate 
FROM Period
WHERE Type = 'Year'

enter image description here

As you can see the dates jump like crazy - no way I'm hardcoding them anywhere, I need to fetch them from this reference table (bonus points for the fact that you can fetch "FY2015" straight from the table if that's how they called the year label).

And if it's a standard Gregorian fiscal year but shifted - you should query the start month from Org settings:

SELECT FiscalYearStartMonth FROM Organization

Anyway.

For the first case I'd probably fetch them all once and loop through them until I find a record where my date falls between the start & end date. Simple, boring, generic solution - sometimes these are best.

For the second case I'd reuse the suggestion I've given to sfdc_ninja:

Integer startMonth = 5; // don't hardcode it

/*  trigger: before insert, before update
    for(Opportunity o : trigger.new)
    etc etc
*/

Date d = System.today(); // o.CloseDate
Integer year = d.year() + (d.month() >= startMonth ? 1 : 0);

String yearAsString = 'FY' + String.valueOf(year);
System.debug(yearAsString); // outputs "FY2015"

Related Solutions

[SalesForce] Current Fiscal Year in apex

You can get the month of your organisation fiscal year with this query :

Integer orgFiscalMonth = [SELECT FiscalYearStartMonth FROM Organization].FiscalYearStartMonth;

And create a Date variable using this :

Date orgFiscalYear = Date.newinstance(system.today().year(), orgFiscalMonth, 1);

[SalesForce] Salesforce: how to schedule a task to run on the first day of every quarter

Please Use this Class and run from Developer console: put this code on Anonymous window:

 sceduleUpdate obj = new sceduleUpdate();  
 obj.UpdateclosedDate();

==========================================

public class sceduleUpdate implements schedulable{

    public void UpdateclosedDate(){

        sceduleUpdate su = new SceduleUpdate();

        integer CurMonth = system.now().month();
        Integer CurYear = system.now().year();       

        dateTime sdt = Datetime.newInstance(1960, 2, 17);

        if(3>= curmonth && curmonth >=1){

            sdt = Datetime.newInstance(curyear, 4, 1);

        }else if(6>= curmonth && curmonth >=4){

                sdt = Datetime.newInstance(curyear, 7, 1);

        }else if(9>= curmonth && curmonth >=7){

                sdt = Datetime.newInstance(curyear, 10, 1);

        }else{

                sdt = Datetime.newInstance(curyear +1 , 1, 1);

        }


            string day = string.valueOf(sdt.day());
            String month = string.valueOf(sdt.month());
            String hour = string.valueOf(sdt.hour());
            String minute = string.valueOf(sdt.minute());
            String second = string.valueOf(sdt.second());
            String year = string.valueOf(sdt.year());  


        String JobName = 'UpdateclosedDate';
        String strSchedule = second +' ' + minute+' '+ hour +' '+ day+' '+month+' ?'+' '+ year;

            if([select id from CronJobDetail where name =:jobName].size() > 0){

                CronJobDetail sb = [select id from CronJobDetail where name =:jobName];
                CronTrigger Ct = [select id from CronTrigger where CronJobDetailId =:sb.id];
                system.abortJob(Ct.id);

            }

        System.schedule(JobName, strSchedule, su);

    }   

    public void execute(SchedulableContext sc){

         list<opportunity> opps = [select id, closeDate from opportunity where DeliveryInstallationStatus__c != 'completed' ];

     integer mnth = system.now().month();
     integer yr =   system.now().year();

     if(10>= mnth && mnth >=12){
        yr = yr+1;
        mnth =3;
     }


     Integer numberOfDays = Date.daysInMonth(yr, mnth);
     Date lastDayOfMonth = Date.newInstance(yr, mnth, numberOfDays);

     for(opportunity opp : opps){
        opp.closeDate = lastDayOfMonth;
     }
     update opps;

     sceduleUpdate obj = new sceduleUpdate();  
     obj.UpdateclosedDate();




    }


}

Best Answer

Related Solutions

[SalesForce] Current Fiscal Year in apex

[SalesForce] Salesforce: how to schedule a task to run on the first day of every quarter

Related Topic