Re: [MEDITECH-L] Obtain FY from date using MIS.GL.PERIOD

[Lawrence, Mitchell]

Nevermind. Not less than 5 minutes later, I figured it out. I’m using the following:

 

/DATE$6_00^MIS.GL.PERIOD.ending.date,

@MIS.GL.PERIOD.fiscal.year[@MIS.GL.PERIOD.date.x[+MIS.GL.PERIOD.date.x]]^/FISYEAR

 

Thank you,

Mitch Lawrence

Lead Applications Analyst

Technical Support - NPR/Automation

CHRISTUS Information Management

™: Mitchell...@christushealth.org

 

Send a “thank you” to someone!

---

From: Lawrence, Mitchell
Sent: Wednesday, September 26, 2007 9:04 AM
To: medit...@MTUsers.com
Subject: Obtain FY from date using MIS.GL.PERIOD

 

Hello,

Stupid question, but it’s kicking my rear. Can someone post the code (as might be used in a macro) that given a date (/DATE), return fiscal year of that date (/FISYEAR) using the MIS.GL.PERIOD method?

 

What I’ve tried so far (not working):

/DATE$6_00^MIS.GL.PERIOD.ending.date,

+MIS.GL.PERIOD.date.x^MIS.GL.PERIOD.period,

@MIS.GL.PERIOD.fiscal.year^/FISYEAR

 

Thanks in advance.

 

Thank you,

Mitch Lawrence

Lead Applications Analyst

Technical Support - NPR/Automation

CHRISTUS Information Management

™: Mitchell...@christushealth.org

 

Send a “thank you” to someone!

 

[Lawrence, Mitchell]

[Gibbs, David]

Mitch

 

I posted a similar question to yours a couple of months ago, except I was after the fiscal period.  I did the same thing you did but found a bug!  Here is the code I got to work:

 

"20070120"^ZDATE,

ZDATE^MIS.GL.PERIOD.ending.date,

IF{MIS.GL.PERIOD.date.x[MIS.GL.PERIOD.ending.date];

@Next(MIS.GL.PERIOD.ending.date,MIS.GL.PERIOD.date.x),

MIS.GL.PERIOD.date.x[MIS.GL.PERIOD.ending.date]}^ZPERIOD

The problem I encountered was when the date was equal to the period ending date, it would get assigned to the next period.  If you test your logic with /DATE equal to your year end date I think you will find that you are putting it into the next fiscal year too! 

Also Gil posted this tip on the meditech-l WikiPedia if you want to check there too.

Good Luck,

David Gibbs
Lab IS Analyst
Fraser Health 

---

From: meditech-...@mtusers.com [mailto:meditech-...@mtusers.com] On Behalf Of Lawrence, Mitchell
Sent: September 26, 2007 7:58 AM
To: Lawrence, Mitchell; medit...@mtusers.com
Subject: Re: [MEDITECH-L] Obtain FY from date using MIS.GL.PERIOD

[Lawrence, Mitchell]

No, that’s why you do the string manipulation on the date before you seed it into the ending.date:

 

/DATE$6_00  (in your case, if /DATE was “20070120”, you would actually place “20070100” into ending.date.

 

Thank you,

Mitch Lawrence

Lead Applications Analyst

Technical Support - NPR/Automation

CHRISTUS Information Management

™: Mitchell...@christushealth.org

 

Send a “thank you” to someone!

[Gibbs, David]

True, I missed that step in your process.  However if the ending date occurs within the month you could be having problems with placing the date into the right period/fiscal year.  In your example what if your period end date was 20070115?

 

David

---

From: Lawrence, Mitchell [mailto:mitchell...@christushealth.org]
Sent: September 26, 2007 8:51 AM
To: Gibbs, David; medit...@MTUsers.com

[Lawrence, Mitchell]

Um..On what planet would someone end a period in the middle of a month? Does the period dictionary even support this?

 

If your period is some kind of freak of nature, you could adjust the string extraction into an if statement to obtain the correct seed value for ending.date.

[Gibbs, David]

Again I beg to differ. 

 

Here is our fiscal periods for 2007 from our GL Period dictionary:

 

2007              0801          Y     03/05/07       2007           N
                  0802          Y     31/05/07       2007           N
                  0803          Y     28/06/07       2007           N
                  0804          Y     26/07/07       2007           N
                  0805          Y     23/08/07       2007           N
                  0806          Y     20/09/07       2007           N
                  0807          Y     18/10/07       2007           N
                  0808          Y     15/11/07       2007           N
                  0809          Y     13/12/07       2007           N
                  0810          Y     10/01/08       2007           N
                  0811          Y     07/02/08       2007           N
                  0812          Y     06/03/08       2007           N
                  0813          Y     31/03/08       2007           Y

Please note that the date format is DD/MM/YY.  As you can see period end dates can occur on any day of the month. 

 

As I stated, in an earlier email, your facility may have fiscal periods ending on the last day of the month.  Not everyone does and if your assumption is made it could cause problems with the report.

 

David

---

From: Lawrence, Mitchell [mailto:mitchell...@christushealth.org]

Sent: September 26, 2007 11:10 AM

To: Gibbs, David; medit...@MTUsers.com
Subject: RE: [MEDITECH-L] Obtain FY from date using MIS.GL.PERIOD

Meditech’s period dictionary, as far as I know, does not support anything other than the last day of any particular month as the ending date for that period.

 

JAN 2007 period has a 01/31/07 ending date, FEB 2008 has a 02/29/08 ending date, DEC 2009 has a 12/31/07 ending date, etc.

 

Fiscal years can indeed be separated on any particular month. In CHRISTUS’s case, our FY is July through June. FY end date is 06/30 every year.

 

While bean counters may indeed live by their own strange rules, as far as Meditech is concerned (IAMAIK), there is only one way to do your ending dates.

 

Thank you,

Mitch Lawrence

Lead Applications Analyst

Technical Support - NPR/Automation

CHRISTUS Information Management

™: Mitchell...@christushealth.org

 

Send a “thank you” to someone!

---

From: Gibbs, David [mailto:David...@fraserhealth.ca]
Sent: Wednesday, September 26, 2007 1:03 PM
To: Lawrence, Mitchell; medit...@MTUsers.com
Subject: RE: [MEDITECH-L] Obtain FY from date using MIS.GL.PERIOD

 

Um that would be Planet Accounting...

 

Finance people, for some reason (I'm speaking s a Lab person) like to have nice even fiscal periods.  This means that each period is x number of days long with an adjustment day/week every so many periods.  I have seen fiscal calenders set up on a 4week, 4 week5 week cycle.  While the fiscal year usually ends on the 31st of a certain month (again not always December) month end can be any day within a month.  As I said I'm a Lab person, I would need someone with a finance background to explain why they do this.  ;-)

 

I sent out my caution to anyone that has a fiscal calender that is different from a regular wall calendar.  If that is not the case, then your coding is fine.

[Gibbs, David]

Um that would be Planet Accounting...

 

Finance people, for some reason (I'm speaking s a Lab person) like to have nice even fiscal periods.  This means that each period is x number of days long with an adjustment day/week every so many periods.  I have seen fiscal calenders set up on a 4week, 4 week5 week cycle.  While the fiscal year usually ends on the 31st of a certain month (again not always December) month end can be any day within a month.  As I said I'm a Lab person, I would need someone with a finance background to explain why they do this.  ;-)

 

I sent out my caution to anyone that has a fiscal calender that is different from a regular wall calendar.  If that is not the case, then your coding is fine.

 

David

---

From: Lawrence, Mitchell [mailto:mitchell...@christushealth.org]

Sent: September 26, 2007 10:33 AM

[Lawrence, Mitchell]

ok, well you would need to adjust the seed to use a predetermined formula based on how you divvy up your periods. Likely the best way would be to just subtract one from your starting date and then go on to the next period end date:

 

%Z.date.add(/DATE,0-1)^MIS.GL.PERIOD.ending.date,

+MIS.GL.PERIOD.date.x^/PEDATE,

@MIS.GL.PERIOD.date.x[/PEDATE]^/PERIOD

 

This would work regardless of what kind of strange (to me anyway) periods you might have or what date you start with.

[Lawrence, Mitchell]

Meditech’s period dictionary, as far as I know, does not support anything other than the last day of any particular month as the ending date for that period.

 

JAN 2007 period has a 01/31/07 ending date, FEB 2008 has a 02/29/08 ending date, DEC 2009 has a 12/31/07 ending date, etc.

 

Fiscal years can indeed be separated on any particular month. In CHRISTUS’s case, our FY is July through June. FY end date is 06/30 every year.

 

While bean counters may indeed live by their own strange rules, as far as Meditech is concerned (IAMAIK), there is only one way to do your ending dates.

 

Thank you,

[Richardson, Tim]

You are both correct. In the U.S. the FASB (Financial Accounting Standards Board) mandates either a twelve months or thirteen  28.08 day periods for a corporate fiscal year. Either is acceptable. The vast (and I do mean vast) majority of organizations use 12 months for the ease of use, but 13 periods are acceptable and are used to equalize each accounting period so that comparisons of period to period are more equal. The difference is nearly negligible, but I guess accountants, being what they are, can consider the 13 period method preferable. How to set this up in MT GL, I do not know as I’ve only seen the 12 month method.

 

 

 

Tim Richardson

Senior Consultant
maxIT HealthCare
MCMC OPS Project Team
214.947.5204

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*********************************************************************** This electronic transmission contains information from Methodist Health System and should be considered confidential and privileged. The information contained in the above messages is intended only for the use of the individual(s) and entity(ies) named above. If you are not the intended recipient, be aware that any disclosure, copying, distribution, or use of this information is prohibited. If you receive this transmission in error, please notify the sender immediately by return e-mail. Methodist Health System, its subsidiaries and affiliates hereby claim all applicable privileges related to the transmission of this communication.

[Cole, Beth]

In MAGIC, at least, there is a parameter that is set up during the initial installation of the MIS GL dictionaries to define month-end.  Once it is set, it cannot be changed without breaking the GL structure and starting over.  If you set the parameter to have month-end as the period-end, it sets the dictionaries up with 12 accounting periods that automatically end on the last day of the month.  If you set the parameter for the 13 equal periods, it allows for a wider field in the accounting period-end, because it won't just be YYYYMM, it will be YYYYMMDD.   At least, it did 11 1/2 years ago. 

 

 

 

Beth Cole
Information Services Project Manager/Team Leader for MEDITECH & Clinical Applications
Newman Regional Health
Emporia, KS  66801
v: 620.343.6800 x1131
f: 620.340.6797
www.newmanrh.org
Save a tree...please don't print this e-mail unless you really need to

 

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From: meditech-...@mtusers.com [mailto:meditech-...@mtusers.com] On Behalf Of Richardson, Tim
Sent: Wednesday, September 26, 2007 3:16 PM
To: Gibbs, David; Lawrence, Mitchell; medit...@MTUsers.com

[Peter Niedzwiecki]

Actually Mitch, Meditech does support a 13 period GL.  And the next time I see one set up this way will be the first time.

 

Peter Niedzwiecki

[Stewart, Donald]

Although, in my experience, last day of month is by far the most common period end, the middle (15th) of the month is not uncommon. However, other days of the month would, in my experience, be much less common. I have been programming now for some 18+ years, working with accounting as well as other areas. (Including Meditech.....) Anyway, you should account for other period end dates other than the end of month. (no pun intended)

 

Best wishes to all,

Donald F. Stewart
Sr. Programmer Analyst
(706)647-8111 x1696
dfst...@urmc.org

Upson Regional Medical Center
801 W. Gordon St.
Thomaston, GA  30286

---

From: meditech-...@mtusers.com [mailto:meditech-...@mtusers.com] On Behalf Of Gibbs, David
Sent: Wednesday, September 26, 2007 2:19 PM

To: Lawrence, Mitchell; medit...@mtusers.com
Subject: Re: [MEDITECH-L] Obtain FY from date using MIS.GL.PERIOD

Again I beg to differ. 

 

Here is our fiscal periods for 2007 from our GL Period dictionary:

 

2007              0801          Y     03/05/07       2007           N
                  0802          Y     31/05/07       2007           N
                  0803          Y     28/06/07       2007           N
                  0804          Y     26/07/07       2007           N
                  0805          Y     23/08/07       2007           N
                  0806          Y     20/09/07       2007           N
                  0807          Y     18/10/07       2007           N
                  0808          Y     15/11/07       2007           N
                  0809          Y     13/12/07       2007           N
                  0810          Y     10/01/08       2007           N
                  0811          Y     07/02/08       2007           N
                  0812          Y     06/03/08       2007           N
                  0813          Y     31/03/08       2007           Y

Please note that the date format is DD/MM/YY.  As you can see period end dates can occur on any day of the month. 

 

As I stated, in an earlier email, your facility may have fiscal periods ending on the last day of the month.  Not everyone does and if your assumption is made it could cause problems with the report.

 

David

---

From: Lawrence, Mitchell [mailto:mitchell...@christushealth.org]

Sent: September 26, 2007 11:10 AM

[Bill Palmer]

Beth is partially correct. These parameters are MIS parameters. I
believe once the MIS GL periods are defined they can't be changed but
ours are not all the same.

In 1997 we added another hospital to our Meditech system. Since they
used a calendar year as their fiscal year and one of us had to change.
In 1997 we had 18 periods in our fiscal year. There is also a parameter
"PERIOD END ON MONTH END" which we changed from N to Y at that time. I
believe if Mitch checks his MIS parameters he will find that "PERIOD END
ON MONTH END" is set to Y.

Isn't is cool the things we learn and share on this list!

>>> On 9/26/2007 at 2:19 PM, in message
<63E35947A7537145851...@server8.newmanrh.org>, "Cole,
Beth"

> *: Mitchell...@christushealth.org
>
>
>
>
>
> Send a "thank you" <http://intranet.christushealth.org/spiritBuck/>

> *: Mitchell...@christushealth.org
>
>
>
>
>
> Send a "thank you" <http://intranet.christushealth.org/spiritBuck/>

> *: Mitchell...@christushealth.org
>
>
>
>
>
> Send a "thank you" <http://intranet.christushealth.org/spiritBuck/>

> *: Mitchell...@christushealth.org
>
>
>
>
>
> Send a "thank you" <http://intranet.christushealth.org/spiritBuck/>

to
> someone!
>
> ________________________________
>
> From: Lawrence, Mitchell
> Sent: Wednesday, September 26, 2007 9:04 AM
> To: medit...@MTUsers.com
> Subject: Obtain FY from date using MIS.GL.PERIOD
>
>
>
> Hello,
>
> Stupid question, but it's kicking my rear. Can someone post the code
(as
> might be used in a macro) that given a date (/DATE), return fiscal
year
> of that date (/FISYEAR) using the MIS.GL.PERIOD method?
>
>
>
> What I've tried so far (not working):
>
> /DATE$6_00^MIS.GL.PERIOD.ending.date,
>
> +MIS.GL.PERIOD.date.x^MIS.GL.PERIOD.period,
>
> @MIS.GL.PERIOD.fiscal.year^/FISYEAR
>
>
>
> Thanks in advance.
>
>
>
> Thank you,
>
> Mitch Lawrence
>
> Lead Applications Analyst
>
> Technical Support - NPR/Automation
>
> CHRISTUS Information Management
>

> *: Mitchell...@christushealth.org
>
>
>
>
>
> Send a "thank you" <http://intranet.christushealth.org/spiritBuck/>

to
> someone!
>
>
>
>
***********************************************************************
>
> This electronic transmission contains information from Methodist
Health
> System and should be considered confidential and privileged. The
> information contained in the above messages is intended only for the

> use of the individual(s) and entity(ies) named above. If you are not

> the intended recipient, be aware that any disclosure, copying,
> distribution, or use of this information is prohibited. If you
receive
> this transmission in error, please notify the sender immediately by
> return e-mail. Methodist Health System, its subsidiaries and
> affiliates hereby claim all applicable privileges related to the
> transmission of this communication.
>

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