Fiscal calendar and territory entities

Статья
07/22/2016

Applies To: Dynamics CRM 2015

You can use the fiscal calendar entities and the territory entity to track sales information for a salesperson. A salesperson is a user in Microsoft Dynamics CRM who has to meet sales objectives, such as sales quotas. A territory is a geographical area that is assigned to a salesperson. The fiscal calendar entities define sales quotas for a salesperson. A quota is a revenue objective for a salesperson. A quota is defined as a specific currency amount for a particular fiscal period. A fiscal calendar is a span of time during which the financial activities of an organization are calculated. A fiscal year is divided into fiscal periods, typically defined as semesters, quarters, or months. Depending on the fiscal year settings that are defined by the Organization entity, you can use one of the following fiscal calendar entities to set the sales quotas: AnnualFiscalCalendar, FixedMonthlyFiscalCalendar, MonthlyFiscalCalendar, QuarterlyFiscalCalendar, and SemiAnnualFiscalCalendar. Each of these entities has one or more money type attributes that you can use to specify a quota for a particular time period. For example, to set a quota for a full fiscal year period, use the AnnualFiscalCalendar.Period1 attribute. To set monthly quotas, use the MonthlyFiscalCalendar entity that contains twelve periods.

Important

The create action (IOrganizationService.Create method and CreateRequest message) for fiscal calendar entities is deprecated in Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update. We encourage you to use new goal management entities for setting sales quotas. The goal management entities are much more versatile and offer many more capabilities than the fiscal calendar entities.

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Fiscal calendar and territory entities

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