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Set Accounting Term: 30 days after end of month

in Ask A Guru 9 comments

Hi There

I am trying to set the due date on a transaction so that it is equal to the end of the month + 30 days.

The 'end of the month' is calcualted in relation to the transaction date.

I am trying to do this using a workflow so that it the due date is set after the user edits the date field (field id: trandate—this is the native date field).

I am using 'helper fields' to extract the month value of the trandate and to add 30 days to it.

How do I set this up so that:

  1. The month if extracted from the date field once the user edits the date (I assume this is an after field edit action)
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