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HI, can anyone help I would like to add in a field that calculates the next billing date based on 'start date' and 'payment frequency' where for payment frequency 'Monthly' is monthly 

 

'Quarterly' is every three months

 

'Semi-Annual' is every six months

 

And 'Annual' is every 12 months.

 

Any idea of the formular required on this based on the below?

 

help with formula 'next bill date maintenance'

 

 
답변 3개
  1. 2020년 12월 21일 오후 9:51
    Hi Brooke,

     

    This is similar to the other question you posted. Please try this:

    ADDMONTHS(Start_Date__c,

    (CEILING((12*(YEAR(TODAY())-YEAR(Start_Date__c)) + (MONTH(TODAY()) - MONTH(Start_Date__c))) / CASE(Payment_Frequency__c,

    "Monthly", 1,

    "Quarterly", 3,

    "Semi-Annual", 6,

    "Annual", 12,

    null)) + IF(AND(MOD(MONTH(TODAY()) - MONTH(Start_Date__c), CASE(Payment_Frequency__c,

    "Monthly", 1,

    "Quarterly", 3,

    "Semi-Annual", 6,

    "Annual", 12,

    null)) = 0, DAY(TODAY()) >= DAY(Start_Date__c)), 1, 0))

    *

    CASE(Payment_Frequency__c,

    "Monthly", 1,

    "Quarterly", 3,

    "Semi-Annual", 6,

    "Annual", 12,

    null)

    )

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