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How can I use a Smart List member to generate a target Period and Year?

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in Planning 10 comments

Summary:

To try to dynamically create a mapping generic months to a Period and Year for each of the different Entities.

Content (required):

Hello,

I have a requirement to move data stored against generic months (Month 1, Month 2, etc) to target periods and years based of of a period year selection.

For example, for Month 1 there is calculated data that needs to be copied into Jul->FY23, where both Jul and FY23 have been populated using a Smart List. The DATACOPY code would look like the below:

DATACOPY "M001"->"Begbalance"->"FY22" TO "No Month"->"Jul"->"FY23".

Month 2 would be as per the below:

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