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Financial Period → Insert/Update
AI-generatedSummary
Insert or update one or more financial period records in Acumatica by providing their details.
Inputs
- Details (required) — An array of financial period detail objects, each specifying fields such as Financial Period ID (identifier), Period Number, Description, Start Date, End Date, Status, length in days, adjustment period flag, and closing statuses for various modules (AP, AR, CA, FA, IN).
- Nbr Of Periods — Optional numerical value specifying the number of periods.
- Additional Fields — Optional additional attributes such as Created Date Time, Financial Year, Last Modified Date Time, Start Date (alternative to main details), and a flag indicating whether the periods are user-defined.
Output shape
a list of one or more records representing the inserted or updated financial periods with their fields as provided or updated
Multiple financial period details can be processed simultaneously via the Details fixedCollection with multiple values. All fields that are left empty or default (false, zero) are omitted in the request to avoid API errors. The operation returns the created or updated financial period data as a list of records matching the input structure.
Examples
Example 1: Insert a new financial period
Provide one Details entry with FinancialPeriodID, StartDate, EndDate, Description, Status, and optionally closing flags. Omit Nbr Of Periods or Additional Fields unless needed.
Example 2: Update existing financial periods
Provide one or more Details entries, specifying FinancialPeriodID and any fields to update. Use Additional Fields to set metadata such as Last Modified Date Time.
