Contract Management

[#1]

Hi everybody! I'm looking for some help with contract dates...in detail i'm looking for a script that shows me the contracts that I have to review in three months from the "today" date (when you open the document).

The script would show me how many contracts I have to read within this three months.

The values of the fields are dates in format DD/MM/YYY.

Thanks!!

B.

[#2 · Accepted solution]

You could try a Flag field like this:

if(Date(YourContractRenewalField,'MM/DD/YYYY')-Today()<=90,'Y','N') as Flag

This will flag the ones that are less than 90 days away.

[#3]

Hi Rebeca, many thanks for your answer.

It would be great if you can help me a litle bit more...

I was wondering how I can do the following:

     · Mark with the flag those between 90 and 180 days, this have to exclude those values under 90 and above 180

     · Count those flag market to know how many contracts are going to expire in the following three months, between 3 and 6 and from 6 to 9, always excluding those out of the margin limits.

Many many thanks in advance

B.

[#4]

I suggest adjusting the Flag field to the following:

if(Date(Date,'MM/DD/YYYY')-Today()<=90,'0-3 Months',if(Date(Date,'MM/DD/YYYY')-Today()>90 and Date(Date,'MM/DD/YYYY')-Today()<=180,'3-6 Months',if(Date(Date,'MM/DD/YYYY')-Today()>180 and Date(Date,'MM/DD/YYYY')-Today()<=270,'6-9 Months',if(Date(Date,'MM/DD/YYYY')-Today()>270,'9 Months+')))) as Flag

Then, you can build a Straight Table with 'Flag' as the Dimension and Count(Flag) as the Expression. It will look like this:

Hope this helps!

[#5]

The red 'Date' fields in that script is where you will put in your ContractRenewalDate field. Sorry, should have made that more clear.