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Question

aging based on invoice date

  • March 31, 2018
  • 0 replies
  • 107 views
How do I create a formula that calculates how old an item is based on date (ex. aging based on invoice date or aging based on due date)

Current
1week old
2 weeks (etc)

Current
30 days
60 days (etc)
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    • MCFNeil
    • Registered
    • March 31, 2018
    If you create a "formula duration" field, you can then add a simple formula to subtract the difference between 2 dates.

    If its a Date/Time field, like [Date Created] use:
    Now()-[Date Created]

    If it is a Date only field, use:
    Today()-[Date]

    or if you need to convert a Date/Time to just date, use:
    Today()-ToDate([Date Created])

    By default, formula duration fields use 'smart units'.  But you can change that to weeks or days as desired.



    Matthew Neil - Product Specialist
    Typically its a formula like this.

    var number AGE = ToDays([Today()-[Invoice Date]);

    IF(
    [AGE] < 30, "Current",
    [AGE] < 60, "30+",
    [AGE] < 90, "60+", "90+")
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