Hello,
Trying to get a calc for Quarter End Date, but coming up short. The formula below comes up close, except it puts January in an April Close. See screenshot for results of this formula.

The Quarters Align as such:

• 4/30/Same Year - Feb, Mar, Apr
• 7/31/Same Year - May, Jun, Jul
• 10/31/Same Year - Aug, Sep, Oct
• 01/31/Next Year - Nov, Dec, Jan

Formula:
CASE(CEILING(MONTH(CloseDate) / 3),
1, DATE(YEAR(CloseDate), 05, 01) - 1,
2, DATE(YEAR(CloseDate), 08, 01) - 1,
3, DATE(YEAR(CloseDate), 11, 01) - 1,
4, DATE(YEAR(CloseDate) + 1, 02, 01) - 1,
NULL
)

Results of Current Formula:

Why would the tier be stuck at 2 if my discount is 36% and ProjTerm is 3?

IF(Proj1_Term__c < 3, ‘Tier 3’,
IF( Discount_abs__c <= 0.15 , ‘Tier 1’,
IF( Discount_abs__c >0.15 && Discount__c <=0.30, ‘Tier 2’,
IF( Discount_abs__c >0.30, ‘Tier 3’, NULL ))))

Why would the tier be stuck at 2 if my discount is 36% and ProjTerm is 3?

IF(Proj1_Term__c < 3, ‘Tier 3’,
IF( Discount_abs__c <= 0.15 , ‘Tier 1’,
IF( Discount_abs__c >0.15 && Discount__c <=0.30, ‘Tier 2’,
IF( Discount_abs__c >0.30, ‘Tier 3’, NULL ))))

Hi,

I have a custom date field called Currentfiscal__c on a custom object XXX and have custom fiscal years enabled. My requirement is on click, the date that is populated in the calender would be the last date of fiscal quarter instead of current date calender. Could someone give any idea/workaround on how to do this ?. Any help is highly appreciated.

 

 

Thanks in advance