Referencing the start date of a custom fiscal period in a formula

How do I add a validation rule to an Opportunity Close Date to ensure it is in the current fiscal period?

I found this formula:

AND(

OR (

ISNEW(),

ISCHANGED( CloseDate )),

CloseDate < DATE( YEAR(TODAY()), MONTH(TODAY()), 1) )

this doesn't work when the start date of a fiscal period is say 30 March.

4 Antworten

Bruce MacLennan (Glenduir)
3. Feb. 2014, 14:31
Phil, that's very interesting, thanks.

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Data Management