GetPeriodName Function

Definition

The GetPeriodName function returns proper period name based on period number and fiscal year.

Function Arguments

Argument Name	Input Information	Required
Period	Input the period number	Yes
Fiscal Year	Input the fiscal year in the format specified for your company's NetSuite instance Ex: FY 2024	Yes
Subsidiary	Fill in if Subsidiary confirmation is required as some subsidiaries have different period names	No

Remarks

While people may be familiar with numbering their periods 1 through 12, NetSuite requires period names to be utilized for Financial Reporting. For that reason, this function was created to easily allow a user who knows their period numbers and the year to return the proper period names.

Example

Let's say it's April 30th, 2024 and a user wants to make a year to date financial report by period. They know the Fiscal Year and period numbers, but not the period names. They can utilize the GetPeriodName function to easily return the names they need to use for balance functions.

1. Have an Excel file with Fiscal Year at the top and the four period numbers listed across the top
2. Go to Function Library > select the GetPeriodName function
3. Select the first period number. Select the Fiscal Year and use the F4 key to lock it in with $. Select Subsidiary if this is part of your report.
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4. See the period name returned and drag the function across to apply it to the other period numbers.
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