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Tim / AUG forum members,
I have a number of ARM reports that I would like to have sent automatically (unattended) after month end close. We are using templates and the scheduler and in general it works fine, however I don't see an easy way to plug in the next financial period. Is there a way to plug in the Fiscal Period cutoff into an ARM report so that these types of reports can run unattended. Otherwise the prompts will have to be saved in a template each time which kind of defeats the purpose. Let me know - thanks in advance!
If you leave the Financial Period field empty when you save the Template, it should default to the current period according to the System Clock. But are you saying that you want it to default to the previous period since that is the period that you just closed?
I like the idea of using the current period as a default, but that won't work. Typically, the project p&l is run after month end close in order to see the activity for that period. That period would be from the prior month. For example, the company closes the period on Feb 6, and distributes reporting for the Jan period.
I had a similar problem with FA trying to automate depreciation for current period. Unfortunately this appears to be a limitation in the scheduler that there's no way to automate calculation and assignment of financial periods used as parameters to ARM reports (as saved within templates) or processes (as specified on Filter Values in Automation Schedules).
About the only idea i ever had to address this is coming up with some Import Scenario solution to do the updating of the appropriate record (to set the financial period). This would need to get run before the process that reads the current period is scheduled. I've never progressed this beyond the ideas phase as our user was OK with manually running the depreciation each month.
I suppose a work around would be to have a copy of the ARM report that is marked for the purpose of running unattended, and each period updating a static Period param value so that all of the automated reports run based on that value. I will go forward with this. Thanks for the assist!
Clever use of Import Scenarios Royce!
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