We currently have a field known an "invoice raised date" on our contract page At the moment we manually select a date into the field but instead of this I want the system to automatically calculate a date based on certain criteria which is derived from the renewal start date, renewal end dates and terms
So basically if the contract renewal start date is 01/07/2018 and renewal end date is 31/06/2019 and renewal term is 12 months I want the system to automatically populate the invoice date to 2 months before the renewal end date and so "raise invoice on date " should be 01/05/2019. Please how can I achieve this
3 answers
modified version to accomodate months with 31 days
IF( Renewal_Term__c ==12, IF(DAY(Renewal_Enddate__c)==31, Renewal_Enddate__c - 61, Renewal_Enddate__c - 60),null)
