Showing dates in Year,Qtr format in Acumatica Generic Inquiries

Question

In Acumatica Cloud ERP, How can I create a calculated column that shows a date field formatted as Year, Quarter. i.e. Dec 21, 2014 to show "2014, Q4"

Answer 1

Inside your Generic Inquiry, just add a field to your field list use the expression editor in the “Data Field” and put in something like below. In this example I am formatting the Invoice Date field (ARInvoice.DocDate), so replace this with the date field you want to format.

=CStr(Year([ARInvoice.DocDate]))+', Q'+
CStr(Switch( month([ARInvoice.DocDate])>0 and month([ARInvoice.DocDate])<4,1,
         month([ARInvoice.DocDate]) >3 and month([ARInvoice.DocDate])<7,2 ,
         month([ARInvoice.DocDate])>6 and month([ARInvoice.DocDate])<10,3,1=1,4))