I have a list of invoice dates. I would like to mark the invoice date record that is the closest to calendar month end date. I'm not sure how to go about doing this with a script. Any help would be appreciated.

Invoice Date Mark

3/1/12

3/13/12

3/29/12 X

4/6/12

4/19/12

4/30/12 X

5/2/12

5/11/12 X

INVOICEDATES.zip

Hi TJ,

There are a few problems with your setup. Your 'actual sales' is hard-coded balance and 'last day in month' shouldn't be static data either ... or at least need not be.

What is the purpose of wanting the Invoice with the greatest date (per month/year) and what if there are duplicates for that 'last place'?

Oh also sorry ... and why do you want to individually 'mark' them? Should each User be able to mark their own set of invoices or should a mark show same for ALL Users?

Edited May 11, 201213 yr by LaRetta

I would like to mark the invoice date record that is the closest to calendar month end date.

For what purpose? Note that there is a difference between the last invoice/s in a month within the current found set and the last invoice/s in a month overall.

What is the purpose

LOL.

Hi LaRetta

Thanks for taking a look at this.

I import this file from a separate ERP system and the data in already in this format. For a specific invoice date it has the total sales for the date for the salesrep.

A manager is interested in seeing the oldest date for each month to see how the user has done just on those dates.

So the result when the manager does a find the result would be

SREP INVDATE MARK SALES

14 3/29/12 X $DD.CC

14 4/30/12 X $DD.CC

14 5/11/12 X $DD.CC

I hope that explains it better.

TJ

So how about this way?

INVOICEDATES2.fp7.zip

Yes. That is exactly what I am needing but it looks like there is no access to the script so that I can understand how you accomplished this.

My appologies comment I can see the script information now. Thanks!