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We have a client who wants the “Period to” field on the Pro Forma invoice to reflect the end of the billing month, even when the invoice date is mid-month.
I’ve tried every formula and table I can think of, but haven’t found a permanent work-around. For now, I’m using the month (e.g. If month = 1, 3, 5, 7, 8, 10, or 12 then 31), which will work until leap year in February 2024.
Has anyone else found a formula combination that shows the month-end date?
Best answer by lauraj46
View original
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Hi, We updated dates on the AIA report, pages 1 and 2. Will this work? (PM644000). In our case the actual invoice date was the 20th of the month and shows below with label “Application Date”.
Using this formula:
=iif ((Month([PMProforma.InvoiceDate]) = 1 or Month([PMProforma.InvoiceDate]) = 3 or
Month ([PMProforma.InvoiceDate])= 5 or Month([PMProforma.InvoiceDate]) = 7 or
Month([PMProforma.InvoiceDate]) = 8 or Month([PMProforma.InvoiceDate]) = 10 or
Month([PMProforma.InvoiceDate]) = 12),
Month([PMProforma.InvoiceDate])+'/31/'+Year([PMProforma.InvoiceDate]) ,
iif( Month([PMProforma.InvoiceDate]) = 2,
Month([PMProforma.InvoiceDate])+'/28/'+Year([PMProforma.InvoiceDate]),
Month([PMProforma.InvoiceDate])+'/30/'+Year([PMProforma.InvoiceDate])))
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That’s effectively what I used as a placeholder, although yours is more elegant. My only concern is that in 2024, February has 29 days instead of 28.
I know the “risk” is minimal for ProForma, but I’d like a formula option that covers the ‘leap year’ variable.
Thank you!
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I think the above Iif formula needs to be a nested if. Loosely translated, if year not in group (2024, 2028, 2032, etc) then [iif statement above], else [same monthly if statement as above, except for Feb ends on 29th].
Why wouldn’t you use the FinPeriodID and lookup the period dates from the Calendar?
See my last post here:
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Thank you Royce! I was thinking there must be a way to use the Periods in Finance module.. but I’m not a good enough report writer to provide any details for KDavis…
Thank you, again!
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Hi
A trick that I have used sometimes is this:
=DateAdd(CDate(CStr(Month(DateAdd( [PMProforma.InvoiceDate], 'm', 1))) + '/1/' + CStr(Year(DateAdd( [PMProforma.InvoiceDate], 'm', 1)))), 'd', -1)
The idea is to get the first date of the next month, and then subtract one day. I think the DateAdd by month will account for the different in the number of days per month.
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