Aging Bucket based on Sales Month

[Jeyaraj_M]

Hi,

I have to categorize aging bucket based on the sales month

I have the sales month in the format of eg: 05/2020 

Eg: This is the June month (06/2020). If the field contains 05/2020 it should be categorized as Current Month considering the current month

and if the month range as 04/2020 - 03/2020 then it should be 30-60 days

and if the month range as 02/2020 - 01/2020 then it should be 60-90 days and so on as shown in the below table.

05/2020 - Current Month

04/2020 03/2020 - 30-60 Days

02/2020 - 01/2020 - 60-90 Days

[jeff_reynolds · Accepted solution]

Hi there. The attached workflow should at least point you in the direction you need. 

There's one formula that you will want to update to meet your needs, but hopefully the rest makes sense. 

Good luck. 

[Jeyaraj_M]

Thank you so much for your help. This is what i was looking for