I am trying to create a validation rule that will force a sales rep to insert a pro-rata monthly revenue amount for the first installment if the start of the revenue schedule is not the 1st of the month. This is because of how we invoice.
For example, if we sign on a customer on 15 March on a £500/monthly subscription, the revenue schedule should look like:
15/03/2016: £250
01/04/2016: £500
02/04/2016: £500 etc.
How can I reference monthly installment revenues in the validation rule? I would like to have a validation rule that checks that if the start date for instalments is not the 1st of the month, then the first two revenue installments cannot be the same.
What I came up with so far does not work:
AND(
DAY(ServiceDate) <> 1,
PRIORVALUE(UnitPrice) = VALUE(TEXT(UnitPrice))
)
All help would be much appreciated. Thank you!
5 respuestas
Are you using correct API names for service date?.
Can you please check if you are using insert field button for insertinf field API names?Cna you post a screenshot of what error are you getting?
