CODEWITHSUNDEEP
searchnetsuitesuitescriptperiodaccounting
Maira S
Maira S

Reputation: 47

How to find next open accounting period in netsuite?

I have to find next open accounting period for certain period.

Suppose, on invoice, accounting period is Feb 2022, then first check if accounting period has closed. If closed, I have to find next open accounting period.

Is there saved search formula or any other approach please advice.

Upvotes: 0

Views: 87

Answers (2)

Nadav Julius
Nadav Julius

Reputation: 311

If you prefer SQL this can get you started...

SELECT
  accountingperiod.id AS accountingperiod_id,
  MIN(startdate) AS min_startdate,
  ROW_NUMBER() OVER (
    ORDER BY
      MIN(startdate) ASC
  ) AS rownum
FROM
  accountingperiod
WHERE
  1 = 1
  AND isinactive = 'F'
  AND closed = 'F'
  AND isyear = 'F'
  AND isquarter = 'F'
GROUP BY
  accountingperiod.id
ORDER BY
  min_startdate ASC
FETCH FIRST
  1 ROW ONLY

Upvotes: 0

bknights
bknights

Reputation: 15447

In my experience NetSuite itself will attempt to assign the closest open period to a transaction based on the transaction date.

e.g. If you are entering a vendor bill from 3 months ago you'd enter the correct date on the bill (now - 3 months) but only last month is still open NetSuite will assign last month as the accounting period.

Upvotes: 2

Related Questions