Adding a Rolling Annual Spend field to the Contract Business Class

unknown

Good day,

We have an ask to add a derived field to a contract screen that calculates what our spend is on each contract over the past year. I can get it to sum all spend, but the sticking point seems to be limiting it to the last years' worth of activity. The code below is one of the iterations I've tried. Any help would be greatly appreciated!

Contract is a BusinessClass
    owned by po
    Derived Fields
        RollingAnnualSpend is a DerivedField
            type is Decimal size 12.2
            if (ReleasedPurchaseOrderLineRel.CloseDate > (current date - 365))
                return (sum ReleasedPurchaseOrderLineRel.ContractAmount)

Judy Otto

I'm just spit-balling here, but I wonder if you'd need to move the date parameter to the definition of the relationship thereby limiting the related dataset to the one-year lookback.