Super noob question and I'm sure I'm missing something really simple. I'm attempting to calculate the due date in a new column using the invoice date and terms in days. The goal is to identify early and late payments based on the payment terms. What is the most efficient method to do this?
Sample Data
INVOICE DATE | TERMS |
26-Apr-23 | DUE ON REC |
12-Sep-23 | NET 10 |
16-Dec-22 | NET 45 |
17-Nov-22 | NET 45 |
10-Oct-23 | NET 60 |
14-Sep-23 | NET 60 |
I created another column to get the 'Terms' column to a numeric value only but I cant figure out how to create the fourth column (Due Date) in Alteryx as easily as I can in excel with a simple Terms_Date+Terms2 formula. I would also like to remove weekends and holidays. The table below is my desired result in Alteryx:
INVOICE DATE | PAYMENT DATE | TERMS | TERMS2 | DUE DATE |
26-Apr-23 | 29-Apr-23 | DUE ON REC | 0 | 26-Apr-23 |
12-Sep-23 | 19-Sep-23 | NET 10 | 10 | 22-Sep-23 |
16-Dec-22 | 3-Jan-23 | NET 45 | 45 | 30-Jan-23 |
17-Nov-22 | 1-Jan-23 | NET 45 | 45 | 1-Jan-23 |
10-Oct-23 | 9-Dec-23 | NET 60 | 60 | 9-Dec-23 |
14-Sep-23 | 15-Nov-23 | NET 60 | 60 | 13-Nov-23 |
Solved! Go to Solution.
DatetimeAdd([Invoice Date],[Terms2],'days') should work
I knew I was missing something! I tried this at first but I kept getting an error that my second argument wasn't a number so I didn't think it was the right solution, what I didn't do was make the Terms2 data a numeric data type. 🙄
Thank you!
Happy to help! If you feel good about the response, feel free to mark the response as a solution so others know it was helpful. Thank you in advance!