Expiration Date Calculations Required for MVP

[tobiasaw34002]

What are the most common scenarios for organizations calculating expiration dates and which of those scenarios should be included in an MVP?

Examples:

1. Today + 365 days
2. Today's date next year (e.g. 03/06/2023 to 03/06/2024)*
3. Today + 365 days rounded to the end of the month (e.g. 03/06/2023 to 03/31/2023)*
4. Calendar Year
5. Fiscal Year (e.g. July 1 - June 30)

*Considerations needed for Feb. 29/leap years

[DebbieN-SF]

We have two schemes, one that uses logic from 2, and another that uses logic May 1- April 30 (our fiscal year is April 1 - March 31)
i.e. With annual start date 1st May, paying April to Feb is this year but March is counted as next year.

Here are my flow calculations if they help understand the logic.

Start Date:
IF(ISPICKVAL({!$Record.npe01__Member_Level__c},"Life"),{!$Record.CloseDate},
IF(AND(ISPICKVAL({!$Record.npe01__Member_Level__c},"Affiliate") ,MONTH({!$Record.CloseDate})>=4), DATEVALUE(TEXT(YEAR({!$Record.CloseDate}))+"-05-01"),
IF(AND(ISPICKVAL({!$Record.npe01__Member_Level__c},"Affiliate") ,MONTH({!$Record.CloseDate})<3), DATEVALUE(TEXT(YEAR({!$Record.CloseDate})-1)+"-05-01"),
IF(AND(ISPICKVAL({!$Record.npe01__Member_Level__c},"Affiliate") ,MONTH({!$Record.CloseDate})=3), {!$Record.CloseDate},
IF(OR(ISBLANK({!$Record.Member_Date_Check__c}),ISPICKVAL({!$Record.npe01__Membership_Origin__c},"New")),{!$Record.CloseDate},
IF(AND({!$Record.Member_Date_Check__c}-{!$Record.CloseDate}<60, {!$Record.Member_Date_Check__c}-{!$Record.CloseDate}>-60),{!$Record.Member_Date_Check__c}, {!$Record.CloseDate}))))))

End Date:
IF(ISPICKVAL({!$Record.npe01__Member_Level__c},"Life"),ADDMONTHS({!$Record.CloseDate},1200),
IF(AND(ISPICKVAL({!$Record.npe01__Member_Level__c},"Affiliate") ,MONTH({!$Record.CloseDate})>=3), DATEVALUE(TEXT(YEAR({!$Record.CloseDate})+1)+"-05-01"),
IF(AND(ISPICKVAL({!$Record.npe01__Member_Level__c},"Affiliate") ,MONTH({!$Record.CloseDate})<3), DATEVALUE(TEXT(YEAR({!$Record.CloseDate}))+"-05-01"),
ADDMONTHS({!$Record.npe01__Membership_Start_Date__c},12))))

[Kathy-Waterworth]

In one use case I have (and not listed above), the membership is Dec 31 of the current year. However, if they pay after October 1, the expiration date becomes Dec 31 of the following year.
This is part of the formula used in a flow for this calculation:
IF(
MONTH ({!$Flow.CurrentDate} ) < 10,
DATE(YEAR({!$Flow.CurrentDate}), 12,31),
DATE((YEAR({!$Flow.CurrentDate})+1),12,31))

[DebbieN-SF]

I have something similar. With annual start date 1st May, paying April to Feb is this year but March is counted as next year.

…

On Wed, 29 Mar 2023, 20:19 Kathy-Waterworth, ***@***.***> wrote: In one use case I have (and not listed above), the membership is Dec 31 of the current year. However, if they pay after October 1, the expiration date becomes Dec 31 of the following year. This is part of the formula used in a flow for this calculation: IF( MONTH ({!$Flow.CurrentDate} ) < 10, DATE(YEAR({!$Flow.CurrentDate}), 12,31), DATE((YEAR({!$Flow.CurrentDate})+1),12,31)) — Reply to this email directly, view it on GitHub <#83 (comment)>, or unsubscribe <https://github.com/notifications/unsubscribe-auth/AUMH7IG574BF74GC5SDJLX3W6SDNBANCNFSM6AAAAAAVSZIC5Y> . You are receiving this because you commented.Message ID: <SFDO-Community-Sprints/MembershipSchemaAndBenefits/issues/83/1489170302@ github.com>

[tobiasaw34002]

I have a client with a similar business rule. This will help.

On Wed, Mar 29, 2023 at 16:24 DebbieN-SF ***@***.***> wrote: I have something similar. With annual start date 1st May, paying April to Feb is this year but March is counted as next year. On Wed, 29 Mar 2023, 20:19 Kathy-Waterworth, ***@***.***> wrote: > In one use case I have (and not listed above), the membership is Dec 31 of > the current year. However, if they pay after October 1, the expiration date > becomes Dec 31 of the following year. > This is part of the formula used in a flow for this calculation: > IF( > MONTH ({!$Flow.CurrentDate} ) < 10, > DATE(YEAR({!$Flow.CurrentDate}), 12,31), > DATE((YEAR({!$Flow.CurrentDate})+1),12,31)) > > — > Reply to this email directly, view it on GitHub > < #83 (comment) >, > or unsubscribe > < https://github.com/notifications/unsubscribe-auth/AUMH7IG574BF74GC5SDJLX3W6SDNBANCNFSM6AAAAAAVSZIC5Y > > . > You are receiving this because you commented.Message ID: > <SFDO-Community-Sprints/MembershipSchemaAndBenefits/issues/83/1489170302@ > github.com> > — Reply to this email directly, view it on GitHub <#83 (comment)>, or unsubscribe <https://github.com/notifications/unsubscribe-auth/AXDC7UD26WAZBS4FBG55MDLW6SR7DANCNFSM6AAAAAAVSZIC5Y> . You are receiving this because you authored the thread.Message ID: <SFDO-Community-Sprints/MembershipSchemaAndBenefits/issues/83/1489346030@ github.com>

-- T. Ward