Calculate correct date

[MK_DUSI]

Need to calculate a date based on certain logic. Please check the attached query which gives the conditions.

[Qiu]

@MK_DUSI 
You said "Annual - Since the billing would have been done at the start, the end date will be 1st June 2026".

But you menitoned that "The billing happens 30 Days in advance in case of monthly frequency and 90 days in advance in case of all other frequencies",

So for annual, it should not be Nov 1st?

[MK_DUSI]

90 days in advance of the start date. If the period is from 1st June, 2025 - 31st May, 2026, billing will happen in March, 2025.

[Qiu]

Can you try a bit more to elobrate your logic here?

You just mentioned the input and output, and logic in between is omitted, in my view.

[AlteryxTrev · Accepted solution]

@MK_DUSI , let me know if I misunderstood, but I believe you want to calculate the Contract End Date by adding time to the Start Date, and the Bill Date by subtracting time from it. Here’s how:

- Convert contract terms into a number of months.

- Use DateTimeAdd() to add/subtract time. The function takes: (1) start date, (2) number of units, (3) unit type (IE "months" or "days").

- Add months for the End Date, subtract days for the Bill Date.

I have attached the workflow I used.

In the event it helps, I've also created a video response illustrating the above and it can be found here: https://youtu.be/C2im_hMYV54