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Fiscal Year

To create this template, follow the below steps:
  1. 1.
    Login to your AutoRABIT account.
  2. 2.
    Click on Env. Pro. module.
  3. 3.
    Click on Create New Template.
  4. 4.
    Go to the Create Unsupported Metadata Template tab.
  5. 5.
    Give the template a name and a short description of it.
  6. 6.
    Select the FiscalYear checkbox available under Fiscal Year.
  7. 7.
    Click Add.
  8. 8.
    On the next screen, you'll notice that a Test Case Name appears by default. Click the Add button to add the custom test data. Fill in the required information in the fields below, then click the Save button.
    1. 1.
      Standard Fiscal Year: Check this checkbox.
    2. 2.
      Fiscal Year Start Month Type: Enter the start month of the selected fiscal year.
    3. 3.
      Check the Based on Ending Month and Based on Starting Month checkboxes as per your requirements.
  9. 9.
    Click Save to save the template.
  10. 10.
    Once the template is successfully created, you'll be redirected to the Environment Provisioning History screen.
  11. 11.
    Click on the Run button to run the current template on your destination org.
  12. 12.
    Select your destination org from the dropdown and enter the email address(es) to receive an email notification whenever the template is run.
  13. 13.
    In the Post Deployment Steps, select the test cases that you have recently created.
  14. 14.
    For a detailed summary report of the operation carried out, please check the View History page.