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Topics#TrailblazerCommunityPergunta de Brooke Escudier
Brooke Escudier (Digital Mailing Solutions) perguntou em #TrailblazerCommunity
21 de dez. de 2020, 19:16

help with formula 'next bill date maintenance'

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'

 

 
3 respostas
  1. Tony Trinh
    21 de dez. de 2020, 21:51
    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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