Actions
The ballerinax/microsoft.dynamics365.finance.fiscal package exposes the following clients:
| Client | Purpose |
|---|---|
Client | Provides access to Microsoft Dynamics 365 Finance Fiscal entities (dimension attributes, parameters, rules, and sets, financial dimension sets and values, and fiscal calendars, periods, and years) via OData. |
Client
Provides access to Microsoft Dynamics 365 Finance Fiscal entities (dimension attributes, parameters, rules, and sets, financial dimension sets and values, and fiscal calendars, periods, and years) via OData.
Configuration
| Field | Type | Default | Description |
|---|---|---|---|
auth | OAuth2ClientCredentialsGrantConfig | Required | OAuth2 client credentials configuration containing tokenUrl, clientId, clientSecret, and scopes for authenticating against Microsoft Entra ID. |
httpVersion | http:HttpVersion | http:HTTP_2_0 | HTTP protocol version to use for outbound requests. |
http1Settings | http:ClientHttp1Settings | {} | Configurations related to the HTTP/1.x protocol. |
secureSocket | http:ClientSecureSocket? | () | SSL/TLS configuration for secure connections. |
proxy | http:ProxyConfig? | () | HTTP proxy server configuration. |
Initializing the client
import ballerinax/microsoft.dynamics365.finance.fiscal;
configurable string tokenUrl = ?;
configurable string clientId = ?;
configurable string clientSecret = ?;
configurable string serviceUrl = ?;
fiscal:Client fo = check new (
{
auth: {
tokenUrl,
clientId,
clientSecret
}
},
serviceUrl
);
Operations
Dimension Attributes
listDimensionAttributes
Lists DimensionAttribute records, with optional OData query support.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
queries | ListDimensionAttributesQueries | No | OData query options: $skip, $top, $filter, $orderby, $expand, cross-company, $count, $select. |
Returns: DimensionAttributesCollection|error
Sample code:
fiscal:DimensionAttributesCollection result = check fo->listDimensionAttributes(
queries = {
filter: "DimensionAttribute_Type eq 'MainAccount'",
top: 20
}
);
createDimensionAttributes
Creates a new DimensionAttribute.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
payload | DimensionAttribute | Yes | The DimensionAttribute record to create. |
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
Returns: DimensionAttribute|error
Sample code:
fiscal:DimensionAttribute payload = {
dimensionName: "CostCenter",
dimensionValueMask: "###",
copyValuesOnCreate: "Yes",
giveDerivedDimensionsPrecedence: "No"
};
fiscal:DimensionAttribute result = check fo->createDimensionAttributes(payload);
getDimensionAttributes
Retrieves a single DimensionAttribute by its key.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
dimensionName | string | Yes | The dimension name key field, e.g. "CostCenter". |
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
queries | GetDimensionAttributesQueries | No | OData query options: $expand, $select. |
Returns: DimensionAttribute|error
Sample code:
fiscal:DimensionAttribute result = check fo->getDimensionAttributes("CostCenter");
deleteDimensionAttributes
Deletes a DimensionAttribute by its key.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
dimensionName | string | Yes | The dimension name key field, e.g. "CostCenter". |
headers | DeleteDimensionAttributesHeaders | No | Optional headers, including ifMatch (ETag for optimistic concurrency). |
Returns: error?
Sample code:
check fo->deleteDimensionAttributes("CostCenter");
updateDimensionAttributes
Updates an existing DimensionAttribute.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
dimensionName | string | Yes | The dimension name key field, e.g. "CostCenter". |
payload | DimensionAttribute | Yes | The fields to update. |
headers | UpdateDimensionAttributesHeaders | No | Optional headers, including ifMatch (ETag for optimistic concurrency). |
Returns: DimensionAttribute|error
Sample code:
fiscal:DimensionAttribute payload = {
dimensionValueMask: "####"
};
fiscal:DimensionAttribute result = check fo->updateDimensionAttributes("CostCenter", payload);
Dimension Parameters
listDimensionParameters
Lists DimensionParameters records, with optional OData query support.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
queries | ListDimensionParametersQueries | No | OData query options: $skip, $top, $filter, $orderby, $expand, cross-company, $count, $select. |
Returns: DimensionParametersCollection|error
Sample code:
fiscal:DimensionParametersCollection result = check fo->listDimensionParameters(
queries = {top: 5}
);
createDimensionParameters
Creates a new DimensionParameters record.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
payload | DimensionParameters | Yes | The DimensionParameters record to create. |
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
Returns: DimensionParameters|error
Sample code:
fiscal:DimensionParameters payload = {
key: 1,
dimensionSegmentDelimiter: "Hyphen"
};
fiscal:DimensionParameters result = check fo->createDimensionParameters(payload);
getDimensionParameters
Retrieves a single DimensionParameters record by its key.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
'key | int | Yes | The entity key value, e.g. 1. |
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
queries | GetDimensionParametersQueries | No | OData query options: $expand, $select. |
Returns: DimensionParameters|error
Sample code:
fiscal:DimensionParameters result = check fo->getDimensionParameters(1);
deleteDimensionParameters
Deletes a DimensionParameters record by its key.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
'key | int | Yes | The entity key value, e.g. 1. |
headers | DeleteDimensionParametersHeaders | No | Optional headers, including ifMatch (ETag for optimistic concurrency). |
Returns: error?
Sample code:
check fo->deleteDimensionParameters(1);
updateDimensionParameters
Updates an existing DimensionParameters record.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
'key | int | Yes | The entity key value, e.g. 1. |
payload | DimensionParameters | Yes | The fields to update. |
headers | UpdateDimensionParametersHeaders | No | Optional headers, including ifMatch (ETag for optimistic concurrency). |
Returns: DimensionParameters|error
Sample code:
fiscal:DimensionParameters payload = {
dimensionSegmentDelimiter: "Underscore"
};
fiscal:DimensionParameters result = check fo->updateDimensionParameters(1, payload);
Dimension Rules
listDimensionRules
Lists DimensionRule records, with optional OData query support.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
queries | ListDimensionRulesQueries | No | OData query options: $skip, $top, $filter, $orderby, $expand, cross-company, $count, $select. |
Returns: DimensionRulesCollection|error
Sample code:
fiscal:DimensionRulesCollection result = check fo->listDimensionRules(
queries = {
filter: "RuleGroup eq 'CCToDept'",
orderby: "LineId"
}
);
createDimensionRules
Creates a new DimensionRule.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
payload | DimensionRule | Yes | The DimensionRule record to create. |
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
Returns: DimensionRule|error
Sample code:
fiscal:DimensionRule payload = {
dataAreaId: "USMF",
lineId: "1",
ruleGroup: "CCToDept",
fromDimensionCode: "001",
toDimensionCode: "010",
dimensionAttributeType: "ExistingList",
toDimensionAttributeType: "ExistingList",
conversionMethod: "Value"
};
fiscal:DimensionRule result = check fo->createDimensionRules(payload);
getDimensionRules
Retrieves a single DimensionRule by its key.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
dataAreaId | string | Yes | The company data area identifier, e.g. "USMF". |
lineId | string | Yes | The line id key field, e.g. "1". |
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
queries | GetDimensionRulesQueries | No | OData query options: $expand, $select. |
Returns: DimensionRule|error
Sample code:
fiscal:DimensionRule result = check fo->getDimensionRules("USMF", "1");
deleteDimensionRules
Deletes a DimensionRule by its key.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
dataAreaId | string | Yes | The company data area identifier, e.g. "USMF". |
lineId | string | Yes | The line id key field, e.g. "1". |
headers | DeleteDimensionRulesHeaders | No | Optional headers, including ifMatch (ETag for optimistic concurrency). |
Returns: error?
Sample code:
check fo->deleteDimensionRules("USMF", "1");
updateDimensionRules
Updates an existing DimensionRule.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
dataAreaId | string | Yes | The company data area identifier, e.g. "USMF". |
lineId | string | Yes | The line id key field, e.g. "1". |
payload | DimensionRule | Yes | The fields to update. |
headers | UpdateDimensionRulesHeaders | No | Optional headers, including ifMatch (ETag for optimistic concurrency). |
Returns: DimensionRule|error
Sample code:
fiscal:DimensionRule payload = {
toDimensionCode: "020"
};
fiscal:DimensionRule result = check fo->updateDimensionRules("USMF", "1", payload);
Dimension Sets
listDimensionSets
Lists DimensionSet records, with optional OData query support.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
queries | ListDimensionSetsQueries | No | OData query options: $skip, $top, $filter, $orderby, $expand, cross-company, $count, $select. |
Returns: DimensionSetsCollection|error
Sample code:
fiscal:DimensionSetsCollection result = check fo->listDimensionSets(
queries = {filter: "MainAccount eq '110100'"}
);
createDimensionSets
Creates a new DimensionSet.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
payload | DimensionSet | Yes | The DimensionSet record to create. |
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
Returns: DimensionSet|error
Sample code:
fiscal:DimensionSet payload = {
mainAccount: "110100",
displayValue: "110100-USMF"
};
fiscal:DimensionSet result = check fo->createDimensionSets(payload);
getDimensionSets
Retrieves a single DimensionSet by its key.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
recordId | int | Yes | The record id key field, e.g. 5637144576. |
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
queries | GetDimensionSetsQueries | No | OData query options: $expand, $select. |
Returns: DimensionSet|error
Sample code:
fiscal:DimensionSet result = check fo->getDimensionSets(5637144576);
deleteDimensionSets
Deletes a DimensionSet by its key.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
recordId | int | Yes | The record id key field, e.g. 5637144576. |
headers | DeleteDimensionSetsHeaders | No | Optional headers, including ifMatch (ETag for optimistic concurrency). |
Returns: error?
Sample code:
check fo->deleteDimensionSets(5637144576);
updateDimensionSets
Updates an existing DimensionSet.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
recordId | int | Yes | The record id key field, e.g. 5637144576. |
payload | DimensionSet | Yes | The fields to update. |
headers | UpdateDimensionSetsHeaders | No | Optional headers, including ifMatch (ETag for optimistic concurrency). |
Returns: DimensionSet|error
Sample code:
fiscal:DimensionSet payload = {
displayValue: "110100-USMF-Revised"
};
fiscal:DimensionSet result = check fo->updateDimensionSets(5637144576, payload);
Financial Dimension Sets
listFinancialDimensionSets
Lists FinancialDimensionSet records, with optional OData query support.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
queries | ListFinancialDimensionSetsQueries | No | OData query options: $skip, $top, $filter, $orderby, $expand, cross-company, $count, $select. |
Returns: FinancialDimensionSetsCollection|error
Sample code:
fiscal:FinancialDimensionSetsCollection result = check fo->listFinancialDimensionSets(
queries = {filter: "Name eq 'CostCenter-Set'"}
);
createFinancialDimensionSets
Creates a new FinancialDimensionSet.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
payload | FinancialDimensionSet | Yes | The FinancialDimensionSet record to create. |
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
Returns: FinancialDimensionSet|error
Sample code:
fiscal:FinancialDimensionSet payload = {
name: "CostCenter-Set",
description: "Cost center dimension set",
segmentName01: "CostCenter"
};
fiscal:FinancialDimensionSet result = check fo->createFinancialDimensionSets(payload);
getFinancialDimensionSets
Retrieves a single FinancialDimensionSet by its key.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
name | string | Yes | The name key field, e.g. "CostCenter-Set". |
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
queries | GetFinancialDimensionSetsQueries | No | OData query options: $expand, $select. |
Returns: FinancialDimensionSet|error
Sample code:
fiscal:FinancialDimensionSet result = check fo->getFinancialDimensionSets("CostCenter-Set");
deleteFinancialDimensionSets
Deletes a FinancialDimensionSet by its key.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
name | string | Yes | The name key field, e.g. "CostCenter-Set". |
headers | DeleteFinancialDimensionSetsHeaders | No | Optional headers, including ifMatch (ETag for optimistic concurrency). |
Returns: error?
Sample code:
check fo->deleteFinancialDimensionSets("CostCenter-Set");
updateFinancialDimensionSets
Updates an existing FinancialDimensionSet.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
name | string | Yes | The name key field, e.g. "CostCenter-Set". |
payload | FinancialDimensionSet | Yes | The fields to update. |
headers | UpdateFinancialDimensionSetsHeaders | No | Optional headers, including ifMatch (ETag for optimistic concurrency). |
Returns: FinancialDimensionSet|error
Sample code:
fiscal:FinancialDimensionSet payload = {
description: "Cost center dimension set - revised"
};
fiscal:FinancialDimensionSet result = check fo->updateFinancialDimensionSets("CostCenter-Set", payload);
Financial Dimension Values
listFinancialDimensionValues
Lists FinancialDimensionValue records, with optional OData query support.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
queries | ListFinancialDimensionValuesQueries | No | OData query options: $skip, $top, $filter, $orderby, $expand, cross-company, $count, $select. |
Returns: FinancialDimensionValuesCollection|error
Sample code:
fiscal:FinancialDimensionValuesCollection result = check fo->listFinancialDimensionValues(
queries = {
filter: "FinancialDimension eq 'CostCenter' and LegalEntityId eq 'USMF'",
top: 50
}
);
createFinancialDimensionValues
Creates a new FinancialDimensionValue.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
payload | FinancialDimensionValue | Yes | The FinancialDimensionValue record to create. |
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
Returns: FinancialDimensionValue|error
Sample code:
fiscal:FinancialDimensionValue payload = {
financialDimension: "CostCenter",
legalEntityId: "USMF",
dimensionValue: "022",
description: "Sales - East",
isBlockedForManualEntry: "No",
isSuspended: "No",
activeFrom: "2026-01-01T00:00:00Z"
};
fiscal:FinancialDimensionValue result = check fo->createFinancialDimensionValues(payload);
getFinancialDimensionValues
Retrieves a single FinancialDimensionValue by its key.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
financialDimension | string | Yes | The financial dimension key field, e.g. "CostCenter". |
legalEntityId | string | Yes | The legal entity id key field, e.g. "USMF". |
dimensionValue | string | Yes | The dimension value key field, e.g. "022". |
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
queries | GetFinancialDimensionValuesQueries | No | OData query options: $expand, $select. |
Returns: FinancialDimensionValue|error
Sample code:
fiscal:FinancialDimensionValue result = check fo->getFinancialDimensionValues("CostCenter", "USMF", "022");
deleteFinancialDimensionValues
Deletes a FinancialDimensionValue by its key.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
financialDimension | string | Yes | The financial dimension key field, e.g. "CostCenter". |
legalEntityId | string | Yes | The legal entity id key field, e.g. "USMF". |
dimensionValue | string | Yes | The dimension value key field, e.g. "022". |
headers | DeleteFinancialDimensionValuesHeaders | No | Optional headers, including ifMatch (ETag for optimistic concurrency). |
Returns: error?
Sample code:
check fo->deleteFinancialDimensionValues("CostCenter", "USMF", "022");
updateFinancialDimensionValues
Updates an existing FinancialDimensionValue.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
financialDimension | string | Yes | The financial dimension key field, e.g. "CostCenter". |
legalEntityId | string | Yes | The legal entity id key field, e.g. "USMF". |
dimensionValue | string | Yes | The dimension value key field, e.g. "022". |
payload | FinancialDimensionValue | Yes | The fields to update. |
headers | UpdateFinancialDimensionValuesHeaders | No | Optional headers, including ifMatch (ETag for optimistic concurrency). |
Returns: FinancialDimensionValue|error
Sample code:
fiscal:FinancialDimensionValue payload = {
isSuspended: "Yes"
};
fiscal:FinancialDimensionValue result = check fo->updateFinancialDimensionValues("CostCenter", "USMF", "022", payload);
Fiscal Calendars
listFiscalCalendars
Lists FiscalCalendar records, with optional OData query support.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
queries | ListFiscalCalendarsQueries | No | OData query options: $skip, $top, $filter, $orderby, $expand, cross-company, $count, $select. |
Returns: FiscalCalendarsCollection|error
Sample code:
fiscal:FiscalCalendarsCollection result = check fo->listFiscalCalendars(
queries = {
filter: "CalendarId eq 'USMF'",
orderby: "GregorianDate"
}
);
createFiscalCalendars
Creates a new FiscalCalendar.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
payload | FiscalCalendar | Yes | The FiscalCalendar record to create. |
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
Returns: FiscalCalendar|error
Sample code:
fiscal:FiscalCalendar payload = {
ledgerGregorianDateId: "USMF-2026-01-15",
calendarId: "USMF",
gregorianDate: "2026-01-15",
periodName: "Jan2026",
month: "Month1",
quarter: "Q1",
yearName: "2026"
};
fiscal:FiscalCalendar result = check fo->createFiscalCalendars(payload);
getFiscalCalendars
Retrieves a single FiscalCalendar by its key.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
ledgerGregorianDateId | string | Yes | The ledger gregorian date id key field, e.g. "USMF-2026-01-15". |
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
queries | GetFiscalCalendarsQueries | No | OData query options: $expand, $select. |
Returns: FiscalCalendar|error
Sample code:
fiscal:FiscalCalendar result = check fo->getFiscalCalendars("USMF-2026-01-15");
deleteFiscalCalendars
Deletes a FiscalCalendar by its key.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
ledgerGregorianDateId | string | Yes | The ledger gregorian date id key field, e.g. "USMF-2026-01-15". |
headers | DeleteFiscalCalendarsHeaders | No | Optional headers, including ifMatch (ETag for optimistic concurrency). |
Returns: error?
Sample code:
check fo->deleteFiscalCalendars("USMF-2026-01-15");
updateFiscalCalendars
Updates an existing FiscalCalendar.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
ledgerGregorianDateId | string | Yes | The ledger gregorian date id key field, e.g. "USMF-2026-01-15". |
payload | FiscalCalendar | Yes | The fields to update. |
headers | UpdateFiscalCalendarsHeaders | No | Optional headers, including ifMatch (ETag for optimistic concurrency). |
Returns: FiscalCalendar|error
Sample code:
fiscal:FiscalCalendar payload = {
periodName: "January2026"
};
fiscal:FiscalCalendar result = check fo->updateFiscalCalendars("USMF-2026-01-15", payload);
Fiscal Periods
listFiscalPeriods
Lists FiscalPeriod records, with optional OData query support.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
queries | ListFiscalPeriodsQueries | No | OData query options: $skip, $top, $filter, $orderby, $expand, cross-company, $count, $select. |
Returns: FiscalPeriodsCollection|error
Sample code:
fiscal:FiscalPeriodsCollection result = check fo->listFiscalPeriods(
queries = {
filter: "Calendar eq 'USMF' and FiscalYear eq '2026'"
}
);
createFiscalPeriods
Creates a new FiscalPeriod.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
payload | FiscalPeriod | Yes | The FiscalPeriod record to create. |
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
Returns: FiscalPeriod|error
Sample code:
fiscal:FiscalPeriod payload = {
calendar: "USMF",
fiscalYear: "2026",
startDate: "2026-01-01",
endDate: "2026-01-31",
periodName: "Jan2026",
shortName: "P01",
'type: "Operating",
quarter: "Q1",
month: "Month1"
};
fiscal:FiscalPeriod result = check fo->createFiscalPeriods(payload);
getFiscalPeriods
Retrieves a single FiscalPeriod by its key.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
calendar | string | Yes | The calendar key field, e.g. "USMF". |
fiscalYear | string | Yes | The fiscal year key field, e.g. "2026". |
startDate | string | Yes | The start date key field, e.g. "2026-01-01". |
endDate | string | Yes | The end date key field, e.g. "2026-01-31". |
periodName | string | Yes | The period name key field, e.g. "Jan2026". |
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
queries | GetFiscalPeriodsQueries | No | OData query options: $expand, $select. |
Returns: FiscalPeriod|error
Sample code:
fiscal:FiscalPeriod result = check fo->getFiscalPeriods("USMF", "2026", "2026-01-01", "2026-01-31", "Jan2026");
deleteFiscalPeriods
Deletes a FiscalPeriod by its key.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
calendar | string | Yes | The calendar key field, e.g. "USMF". |
fiscalYear | string | Yes | The fiscal year key field, e.g. "2026". |
startDate | string | Yes | The start date key field, e.g. "2026-01-01". |
endDate | string | Yes | The end date key field, e.g. "2026-01-31". |
periodName | string | Yes | The period name key field, e.g. "Jan2026". |
headers | DeleteFiscalPeriodsHeaders | No | Optional headers, including ifMatch (ETag for optimistic concurrency). |
Returns: error?
Sample code:
check fo->deleteFiscalPeriods("USMF", "2026", "2026-01-01", "2026-01-31", "Jan2026");
updateFiscalPeriods
Updates an existing FiscalPeriod.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
calendar | string | Yes | The calendar key field, e.g. "USMF". |
fiscalYear | string | Yes | The fiscal year key field, e.g. "2026". |
startDate | string | Yes | The start date key field, e.g. "2026-01-01". |
endDate | string | Yes | The end date key field, e.g. "2026-01-31". |
periodName | string | Yes | The period name key field, e.g. "Jan2026". |
payload | FiscalPeriod | Yes | The fields to update. |
headers | UpdateFiscalPeriodsHeaders | No | Optional headers, including ifMatch (ETag for optimistic concurrency). |
Returns: FiscalPeriod|error
Sample code:
fiscal:FiscalPeriod payload = {
comments: "Adjusted after period-end review"
};
fiscal:FiscalPeriod result = check fo->updateFiscalPeriods("USMF", "2026", "2026-01-01", "2026-01-31", "Jan2026", payload);
Fiscal Years
listFiscalYears
Lists FiscalYear records, with optional OData query support.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
queries | ListFiscalYearsQueries | No | OData query options: $skip, $top, $filter, $orderby, $expand, cross-company, $count, $select. |
Returns: FiscalYearsCollection|error
Sample code:
fiscal:FiscalYearsCollection result = check fo->listFiscalYears(
queries = {
filter: "LegalEntityId eq 'USMF' and Status eq 'Open'"
}
);
createFiscalYears
Creates a new FiscalYear.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
payload | FiscalYear | Yes | The FiscalYear record to create. |
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
Returns: FiscalYear|error
Sample code:
fiscal:FiscalYear payload = {
legalEntityId: "USMF",
calendar: "USMF",
fiscalYear: "2026",
status: "Open",
legalEntityName: "USMF Legal Entity"
};
fiscal:FiscalYear result = check fo->createFiscalYears(payload);
getFiscalYears
Retrieves a single FiscalYear by its key.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
legalEntityId | string | Yes | The legal entity id key field, e.g. "USMF". |
calendar | string | Yes | The calendar key field, e.g. "USMF". |
fiscalYear | string | Yes | The fiscal year key field, e.g. "2026". |
headers | map<string|string[]> | No | Optional HTTP headers to include in the request. |
queries | GetFiscalYearsQueries | No | OData query options: $expand, $select. |
Returns: FiscalYear|error
Sample code:
fiscal:FiscalYear result = check fo->getFiscalYears("USMF", "USMF", "2026");
deleteFiscalYears
Deletes a FiscalYear by its key.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
legalEntityId | string | Yes | The legal entity id key field, e.g. "USMF". |
calendar | string | Yes | The calendar key field, e.g. "USMF". |
fiscalYear | string | Yes | The fiscal year key field, e.g. "2026". |
headers | DeleteFiscalYearsHeaders | No | Optional headers, including ifMatch (ETag for optimistic concurrency). |
Returns: error?
Sample code:
check fo->deleteFiscalYears("USMF", "USMF", "2026");
updateFiscalYears
Updates an existing FiscalYear.
Parameters:
| Name | Type | Required | Description |
|---|---|---|---|
legalEntityId | string | Yes | The legal entity id key field, e.g. "USMF". |
calendar | string | Yes | The calendar key field, e.g. "USMF". |
fiscalYear | string | Yes | The fiscal year key field, e.g. "2026". |
payload | FiscalYear | Yes | The fields to update. |
headers | UpdateFiscalYearsHeaders | No | Optional headers, including ifMatch (ETag for optimistic concurrency). |
Returns: FiscalYear|error
Sample code:
fiscal:FiscalYear payload = {
status: "Close"
};
fiscal:FiscalYear result = check fo->updateFiscalYears("USMF", "USMF", "2026", payload);