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I have this formula for calculating the quarter and the fiscal year of when an invoice should be paid.

Program Start date is 7-4-2024 (which is Q3). I want it to be paid the quarter after (so this one would be be paid Q4, FY24) but its showing Q3 - FY25. How do I adjust? the formula below for a "Program Start Date" of 7-4-24 to show that it should be paid Q4-FY24?

 

IF(
{Program Start Date},
"Q"&ROUNDUP(VALUE(DATETIME_FORMAT(DATEADD({Program Start Date}, 1, 'months'),'M'))/3, 0)
&" - FY'"
&IF(
VALUE(DATETIME_FORMAT({Program Start Date},'M'))>=1,
DATETIME_FORMAT(DATEADD({Program Start Date}, 1,'year'),'YY'),
DATETIME_FORMAT({Program Start Date},'YY')))

Does this look right? 

'Q' &
IF(
ROUNDUP(MONTH(Date)/3, 0)+1 = 5,
1,
ROUNDUP(MONTH(Date)/3, 0)+1
) &
" - FY" &
IF(
ROUNDUP(MONTH(Date)/3, 0)+1 = 5,
25,
24
)

 

Does this look right? 

'Q' &
IF(
ROUNDUP(MONTH(Date)/3, 0)+1 = 5,
1,
ROUNDUP(MONTH(Date)/3, 0)+1
) &
" - FY" &
IF(
ROUNDUP(MONTH(Date)/3, 0)+1 = 5,
25,
24
)

 


close! It has to feed off the program start date though to pull the next quarter to pay. How do I add that it feeds off {program start date}?

close! It has to feed off the program start date though to pull the next quarter to pay. How do I add that it feeds off {program start date}?


Hmm, so like this? 

'Q' &
IF(
ROUNDUP(MONTH({Program Start Date})/3, 0)+1 = 5,
1,
ROUNDUP(MONTH({Program Start Date})/3, 0)+1
) &
" - FY" &
IF(
ROUNDUP(MONTH({Program Start Date})/3, 0)+1 = 5,
25,
24
)

Sorry, I don't think I understand your question!

Thank you Adam!

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