Hi,
I have the attached the workflow to calculate the tenants rent balance on a daily basis. There are two options in the workflow which work for one tenant (54112) but not for other accounts.
Things to consider:
- When Form_note is balanced transfer which means, the tenant moved from another system and the balance was transferred to the new system. For example 53739 was transferred from another system so the tenancy start date and transaction date do not match.
- Ignore Form_note = Rent Deducted, when form type = 1 as it indicates the weekly rent charged by the system. In the alteryx workflow, the rent is charged daily not weekly.
- If there are multiple transactions (credit, debit or adjustments) on the same day, the daily rent should be charged only once.
Desired Result:
As of 22/01/2018 below are the balance for each account on the system and I'm trying to achieve the same in alteryx. So when the alteryx workflow is refreshed and account is viewed on 22/01/2018 the below amounts should appear in the Daily balance and Days in Arrears or Advance.
Thanks
Jag