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Scott Janis 6
Need help with the cumulative order of custom revenue amounts in a revenue schedule field.
I'm trying to create a rolling formula which renders a a specific field for the first five months and then , renders the normnal revenue schedule amount after that. Every schedule ishadcorded as a 12 month schedule.
The problem I'm having is that , rathe rthen having the amounts show up in ewach minth cumulatively, they show up at the 7th or 8th month when using a matrix report. Very odd and I can't get to the bottom of it.
IF(YEAR(Schedule_Date__c)-YEAR(Closed_Date__c)<2,
CASE(
MOD(
YEAR(Schedule_Date__c)*12+(MONTH(Schedule_Date__c)-1)-
YEAR(Closed_Date__c)*12+(MONTH(Closed_Date__c)-1),
12),
0, Onboarding_Amount__c,
1, Onboarding_Amount__c*2,
2, Onboarding_Amount__c*3,
3, Onboarding_Amount__c*4,
4, Onboarding_Amount__c*5,
Schedule_Amount__c),
NULL)
The problem I'm having is that , rathe rthen having the amounts show up in ewach minth cumulatively, they show up at the 7th or 8th month when using a matrix report. Very odd and I can't get to the bottom of it.
IF(YEAR(Schedule_Date__c)-YEAR(Closed_Date__c)<2,
CASE(
MOD(
YEAR(Schedule_Date__c)*12+(MONTH(Schedule_Date__c)-1)-
YEAR(Closed_Date__c)*12+(MONTH(Closed_Date__c)-1),
12),
0, Onboarding_Amount__c,
1, Onboarding_Amount__c*2,
2, Onboarding_Amount__c*3,
3, Onboarding_Amount__c*4,
4, Onboarding_Amount__c*5,
Schedule_Amount__c),
NULL)