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financialyear

The financialyear table serves as the central configuration for accounting periods and document nomenclature within the ERP system. It defines the numerical and display formats for financial years (e.g., "2017" vs "2017-18") and stores specific prefixes or titles used for generating document numbers across various modules, including Purchase Orders (RM, SF, Job Work), Challans, and Invoices.

Row count
2
Last entry
Source
tables

Columns

14
ColumnTypeNullableMeaning
indexintegerNOPrimary Key. Unique identifier for the record.
compcodestringNOUnique identifier for the company.
finintegerNONumerical start year of the financial period.
dfinstringYESDisplay string for the financial year.
potitlestringYESDefault Purchase Order title/prefix format.
dispflagstringYESVisibility flag for the year in dropdowns/UI.
RMPOTitlestringYESPrefix for Raw Material Purchase Orders.
SFPOTitlestringYESPrefix for Semi-Finished Purchase Orders.
CSPOTitlestringYESPrefix for Capital/Consumable POs.
JobOUTChallanTitlestringYESPrefix for Outward Job Work Challans.
JobINChallanTitlestringYESPrefix for Inward Job Work Challans.
InvTitlestringYESPrefix for Sales Invoices.
CJobPOTitlestringYESPrefix for Consumable Job Purchase Orders.
JobPOTitlestringYESPrefix for Job Work Purchase Orders.

Full documentation

### 1. Overview
 The `financialyear` table serves as the central configuration for accounting periods and document nomenclature within the ERP system. It defines the numerical and display formats for financial years (e.g., "2017" vs "2017-18") and stores specific prefixes or titles used for generating document numbers across various modules, including Purchase Orders (RM, SF, Job Work), Challans, and Invoices.
 
 ### 2. Column Dictionary
 
 | Column | Type | Nullable | Meaning | Allowed Values | SQL Usage |
 | :--- | :--- | :--- | :--- | :--- | :--- |
 | **index** | integer | NO | Primary Key. Unique identifier for the record. | e.g., 0, 1 | PK |
 | **compcode** | string | NO | Unique identifier for the company. | e.g., "DAS" | FK (Joins to most tables) |
 | **fin** | integer | NO | Numerical start year of the financial period. | e.g., 2017, 2018 | Join Key (likely `invyear`, `chyear`) |
 | **dfin** | string | YES | Display string for the financial year. | "2017-18 ", "2018-19 " | Filter/Reporting |
 | **potitle** | string | YES | Default Purchase Order title/prefix format. | e.g., "GST/2017-18/" | Document Generation |
 | **dispflag** | string | YES | Visibility flag for the year in dropdowns/UI. | 'Y', 'N' | Filtering |
 | **RMPOTitle** | string | YES | Prefix for Raw Material Purchase Orders. | | Configuration |
 | **SFPOTitle** | string | YES | Prefix for Semi-Finished Purchase Orders. | | Configuration |
 | **CSPOTitle** | string | YES | Prefix for Capital/Consumable POs. | | Configuration |
 | **JobOUTChallanTitle** | string | YES | Prefix for Outward Job Work Challans. | | Configuration |
 | **JobINChallanTitle** | string | YES | Prefix for Inward Job Work Challans. | | Configuration |
 | **InvTitle** | string | YES | Prefix for Sales Invoices. | | Configuration |
 | **CJobPOTitle** | string | YES | Prefix for Consumable Job Purchase Orders. | | Configuration |
 | **JobPOTitle** | string | YES | Prefix for Job Work Purchase Orders. | | Configuration |
 
 ### 3. Relationships & Join Map
 
 The `financialyear` table acts as a reference for transaction headers to determine which title prefixes to apply based on the document date.
 
 #### Primary Join Logic:
 * **Company Context:** `financialyear.compcode` matches `company.co` or `compcode` in all transactional tables.
 * **Year Context:** `financialyear.fin` is logically equivalent to `invyear` or `chyear` found in transaction headers.
 
 #### Observed Joins (SCHEMA_MAP):
 * **dbo.invhdr (`compcode`, `fin` -> `invyear` [Likely]):** Links financial year settings to sales invoice headers to resolve `InvTitle`.
 * **dbo.pohdr (`compcode`):** Links to main Purchase Order headers.
 * **dbo.cpohdr (`compcode`, `fin` -> `invyear` [Likely]):** Links to Consumable PO headers to resolve `CSPOTitle`.
 * **dbo.jobpohdr (`compcode`, `fin` -> `invyear` [Likely]):** Links to Job Work PO headers to resolve `JobPOTitle`.
 * **dbo.ChallanBinTrayHDR (`compcode`, `fin` -> `chyear` [Likely]):** Links to outward challan processing for `JobOUTChallanTitle`.
 * **dbo.rmpotab (`compcode`, `fin` -> `invyear` [Likely]):** Links to Raw Material Purchase Orders for `RMPOTitle`.