Due Date Calculations Made Easy in Dynamics NAV and Business Central

by | Updated November 20, 2019 | Dynamics 365 Business Central, Dynamics NAV

Date calculations in Dynamics NAV or Dynamics 365 Business Central can be a tricky thing. As it is with most things, with many options available, there are many solutions you can implement. From Payments Terms to Recurring Journals, this article will help give you the information you need to master the language of date formulas and ensure you’ll always calculate the date you need to best run your business.

Here’s a quick primer on basic date calculations:

C = Current
D = Day
W = Week
M = Month
Q = Quarter
Y = Year
CD = Current Day
CW = Current week
CM = Current month

10D = 10 days from today
2W = 2 weeks from today

D10 = The next 10th day of a month
WD4 = The next 4th day of a week (Thursday)

CM+10D = Current month + 10 days

-1Y = 1 year ago from today

Using these expressions can help you exact the dates you need for your documents and journals. For instance, a value of CM+1W will ensure that the due date of any document will be 1 week after the end of the current month of the document date. This will apply to Purchase Orders, Sales Orders, and Service Orders, among other documents. Let’s look at a few examples:

Document Date Due Date Calculation Due Date
11/5/2019 10D 11/15/2019
11/5/2019 2W 11/19/2019
11/5/2019 D10 11/10/2019
11/5/2019 WD4 11/7/2019
11/5/2019 CM+10D 12/10/2019
11/5/2019 -1Y 11/5/2018

On a more complex level, we can set specific yearly due dates. For instance, let’s suppose that if a document date is before July 31st, the due date is July 31st of that year, and if the document date is after July 31st for that given year, the due date July 31st of the following year. We can then make that calculation with 5M-CY+7M-1D:

Start Date: 6/15/2019 5M 11/15/2019
-CY 1/1/2019
+7M 8/1/2019
-1D 7/31/2019

 

Start Date: 10/15/2019 5M 3/15/2020
-CY 1/1/2020
+7M 8/1/2020
-1D 7/31/2020

Lastly, perhaps you have a somewhat quarterly due date, where an invoice is due on the first Monday after the beginning of the next quarter from the document date. We can express that as 3M-CQ+WD1:

Start Date: 6/15/2019 3M 9/15/2019
-CQ 7/1/2019
+WD4 7/8/2019

As you can see, we can leverage NAV and BC’s date calculations to conform to our business needs, regardless of the complexity.

If you are looking for more information about date calculations in Dynamics NAV/Business Central or want help optimizing your system, reach out to our team at Stoneridge Software.

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