I'm pulling some information from an ERP system which has Invoice Dates and Total Accounts Receivable.

I would like to create a field that is able to identify the last invoice date of the prior month as I would like to set up a Table Occurance and relate this new field to the INV.DATE field of the table occurance in order to pull the Total Accounts Receivable from that date.

Unfortunately as you will see in the example, the invoice date of the prior month is often not on the last day of the month due to weekends and holidays etc.

I'm hoping this can be done with a calculation. If not and this requires a script, I'd appreciate any help with that also.

Thanks

CalculateLastInvDateofPriorMonth.zip

From the description you want to use the result as the “left side” of a relationship; in this case, a simple calculation won't work, but the field must be stored,

Without knowing your actual workflow, it's hard to make a useful suggestion; check the trigger on the invoice date field, which OnObjectExit updates the “last invoice date”.

CalculateLastInvDateofPriorMonth_new.fmp12.zip

Thank you. What you provided was very helpful.