Yearly Renewals

[GM]

I need to create a query that will display all customers who need to sign up
again on a yearly basis. This is based on the Start_Date (Month and Day).

 

[Steve Schapel]

GM,

Maybe you could give some specific examples, to illustrate which records
should be returned by the query.

 

[tedmi]

This depends primarily on your business rules for determining who "needs to
sign up again." Is it customers whose Start_Date is more than 12 months ago?
Or whose anniversary of Start_Date is X days from now? Also, what is the
datatype of Start_Date? Is it Date, or a number such as 1201 for Dec. 1?

 

[GM]

Steve,

All the records in the table will be returned. Tina asks some good
questions.

This is a yearly renewal... for the first year, it is after the first 365
days of StartDate and every year after that. It will be 365 from each
renewal date there after.

Thank you for your quick response.

GM

 

[GM]

Tina .. you ask very good questions...

All the records in the table will be returned based on the renewal date.

This is a yearly renewal... for the first year, it is after the first 365
days of StartDate and every year after that. It will be 365 from each
renewal date there after.

The StartDate column is a Date field.

Thank you for your quick response...

GM

 

[GM]

Sorry... I read too quickly ... not Tina - but Tedmi - very sorry...

 

[GM]

I have a solution...

I created another table with renewal dates and grouped based on the highest
renewal date. Then I used this query ... NewRenewalDate:
DateAdd("yyyy",1,[LastRDate]) against the highest renewal date per customer.