Hi,
our company is dealing mostly with yearly subscription customers, but some of them are on multi-year and half-year contracts.
I wanted to display the current annualized invoice revenue on the associated account record and came up with the following formula on a custom decimal field type.
However, my formula doesn't seem to be stable and displays wrong amounts for some account records.
ifElse(
equal(related($members,"cover_period_c"),"Half-Year Customer"),
rollupConditionalSum($invoice_account_1,"total_recurring_aud_c","financial_year_c","2020"),
ifElse(
and(
equal(related($members,"cover_period_c"),"Multi-Year Customer"),
not(equal(number(related($members,"next_renewal_fy_c")),"2020")),
not(greaterThan(abs(rollupConditionalSum($invoice_account_1,"annualized_revenue_aud_c","financial_year_c","2020")),0))
),
related($members,"fy19_recurring_revenue_aud_c",
rollupConditionalSum($invoice_account_1,"annualized_revenue_aud_c","financial_year_c","2020"))
The formula is supposed to display the following for the Financial Year 2020:
| Account | Display |
|---|---|
| Half-Year Customer | FY2020 total invoice rollup in AUD |
| Multi-Year Customer not expected to be invoiced this FY (Next-Renewal <> 2020) | previous FY annualized invoice amount (here FY19) |
| 1-Year Customer & MY customers being invoiced this FY | FY2020 annualized invoice rollup in AUD |
