Summary field for only a certain month

Question

Hi,I have a revenue table that keeps track of the revenue we receive for wells. We receive revenue about 3 months behind, so I want to create a summary total field on our wells table that totals the payment we receive for the most recent month.

So for example, our most recent revenue is from July. But if I make it "during the last 3 months" then the total will mess up when we get revenue for august and september.
Is there a formula or something that can work that out? or is there a way to filter it that I don't know about?------------------------------Renee Hansen------------------------------

MarkShnierYou · Answer

It sounds from your post like you only receive one payment per month. So I will answer the question based on that assumption but if that is not the case then we can handle that as well.

Make a summary field on the relationship for maximum payment date and call it [Most Recent Payment Date]. That is a useful feel to have on the Wells record.

Then look up that field down to payments and make a summary field of the payment amount where the payment date equals the value in the field [Most Recent Payment Date]. Call that [Most Recent Payment].

So now the Well record always knows the most recent payment date and the most recent payment amount.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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