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Auto Calculate a Renewal Date

Featured Replies

Hi all,

I hope you can steer me here - I would like to perform what I imagined would be a simple function of automatically adding a year to the current date to create a renewal date. However, I am finding this tricky - can anyone advise me?

Thanks for your time.

Let ( d = Get ( CurrentDate ) ;

Date ( Month ( d ) ; Day ( d) ; Year ( d ) + 1 ) )

Make it standard date field and attach it as auto-enter by calcualtion.

Corrected from first response where I made it a calculation.

Edited by Guest

  • Author

Magic - will try it out. Thanks for the quick response.

I wish I knew a bit more of your thinking behind your renewal date. For instance, it would seem that the renewal should be based upon a contract date or payment date. By using the current date, you must create this new duration record on exactly the renewal date which is why I said make it standard date ... you might have to change it.

A better approach might be to log the payment date or contract date and have the renewal jump one year forward from THAT date. I also hope you have records for each renewal instead of simply changing a date in one field. Using one date means you lose audit tracking of any changes.

Just a few considerations but again, I don't know your business rules. :wink2:

  • Author

Thanks for giving it such thought. I was looking for a renewal date for a training certification. I added a button that stated when they had passed the course they were enrolled on, and using your guidance I amended it to calculate the renewal date from the date of the end of the course. Works like a charm, so thanks for the assist.

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