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Question

is there a way to automatically assign specific due dates for a payment schedule?

  • July 24, 2017
  • 0 replies
  • 43 views
What I'm looking to do is link a customers # of payments to trigger specific due dates before they arrive. Due dates would be the day of Invoice Date for payment 1, and any other payments (up to 10) would be required would be monthly until balance is zero at arrival date.

example:
4 payments selected

triggers--> Payment 1 due date to be (today).
payment 2 due date 3 months before arrival date
payment 3 due date 2 months before arrival date
payment 4 due date 1 month before arrival date, etc.
    This topic has been closed for replies.

    Hi Ryan,

    You can create a calculated date field based off of the Invoice Date and Arrival Date (I'm assuming that the number of payments is determined by the number of months between the two).  Try this:

    If( Month( [Arrival Date] ) >= Month( [Invoice Date] ),
      If( Day( [Arrival Date] ) >= Day( Today() ),
        AdjustMonth( [Arrival Date], Month( Today() ) - Month( [Arrival Date] ) ),
        AdjustMonth( [Arrival Date], Month( Today() ) - Month( [Arrival Date] ) + 1),
      If( Day( [Arrival Date] ) >= Day( Today() ),
        If( Month( Today() ) > Month( [Arrival Date] ),
          AdjustMonth( [Arrival Date], Month( Today() ) - Month( [Arrival Date] ) - 12),
          AdjustMonth( [Arrival Date], Month( Today() )  - Month( [Arrival Date]) ),
        If( Month( Today() ) > Month( [Arrival Date] ),
          AdjustMonth( [Arrival Date], Month( Today() ) - Month( [Arrival Date] ) - 11),
          AdjustMonth( [Arrival Date], Month( Today() )  - Month( [Arrival Date]) + 1 ) ) ) )
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