Photo by Prateek Katyal on Unsplash | How to Coda contract management?

How to Coda contract management?

Part I | intervals

  • Intervals & price evolution
  • Receiving email notifications
  • Integration with your CRM

Setting up your tables

I reuse some of my existing practices in this doc like a link to the invoice settings of the provider. Major companies as Microsoft and Google do not make it easy to find where you can adapt your subscription settings, unless for upgrading. Besides this, I try to keep the doc as lean as possible.

  • I want to know in time when a contract is due to decide if I want a renewal or a cancel.
  • Besides it is good to know what something costs me. Since I get invoiced in different currencies, I don’t use the currency format, instead I use numbers and via an extra column, I define the currency. More about this in a next blog.

Intervals

We need something as below. The date is the date of Today() which is Monday Feb 07, 2022. To get the EndDate we used the EU date logic, thus the IsoWeekNumber() and IsoWeekDay() . Today is day 7 of week 6 in month 2 of the 1st quarter in 2022. The end of each related period is or today, or the end of this week (Feb 13) or the end of this month (Feb 28) or the end of this quarter (March 31) or one year from today.

The intervals
Today().Substitute(Today().Year(),Today().Year()+1)Or you write:Date(
Today().Year(),
Today().Month() + 12,
Today().Day())
Quotient(Today().Month(),3).RoundUp().WithName(TheQ,EndofMonth(
Format("{1}/01/{2}",
Product(TheQ,3),
Today().Year()
).ToDate(),0))
Sequence(0,7-Today().IsoWeekday()).Formulamap(Today() + currentvalue).Max()
Without the Max()
Huizer Automation — Coda Expert and Consultant on “How to Coda contract management? Part I”

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Christiaan Huizer

I use Coda mainly for (HR) planning & (budget) calculations. Follow me to learn how to Coda with numbers. I blog at least once per week.