Billing period how to count

Help Studio
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1

the robot must determine the period for which it will generate data.
Periods are settled only on business days in monthly cycles starting from the first day of the month. If the last day of the billing period falls on a day off or on the eve of a day off, then the robot will work for that billing period for the last time on the first business day of the next billing period.
Example: The work of the robot on August 3, 2020 (Monday) will cover the balancing of the entire settlement period of July 1-31, 2020, while on August 4, 2020, checking in the new settlement period of August 1-31, 2020 will start. i.e. from 01/08/2020 to 03/08/2020
Settlement periods (from the first day of the month to the current date minus 1 day), taking into account the condition that on the first working day of the settlement period an attempt is made to balance the previous settlement period
Example: On August 20, the range will be August 1-19.
Example: On August 3, the range will be July 1-31.

2

Hi @Malgorzata_Nitecka-Kubick

You can can create an asset and update the asset value at the end of the bot about which dates are processed by the bot in current run and then when the bot runs again at the start of the bot we can check the asset for which days are processed and decide what the bot needs to process in the current run

cheers

3

this is not the solution, for client who do not want to operate which orch

4

HI @Malgorzata_Nitecka-Kubick

When I say update the asset I mean update the value of asset from the BOT itself . Not manually. Because you need to store what bot has already processed in some place to understand that next time when the bot runs

cheers

5

Honestly still do net get your point. It will not be enough to update the asset. Firstly I need to calculate if the current day is the fisrt working day of the month.
Then if true I need to calculated if the last day of previous month was a day off or the eve of day off. (Which is the the case for me)
Then I will know how to set up a proper billing period

6

HI @Malgorzata_Nitecka-Kubick

This part is something I guess even you are clear on what needs to be done. I gave a way to have the BOT do the same task if the previous day is a holiday and that needs to be working differently on the next day

All these calculations can be implemented at the start of your process and there it self you can as well check the asset and decide how the bot should work and change the parameters accordingly or add different queue items accordingly so that the later part will work as per the instructions provided

Are you asking how to implement all the conditions that you mentioned?

If so then I can give you details about that as well

But for that where to include and all depends on how your process is and what is the current design you have

According to example you have to run previous month on Aug 3 because 1 and 2 are holidays so if you add what BOT did in previous run i.e., on July 31 then when bot runs on Aug 3 it knows what was ran on July 31 and also it knows that the bot ran on Jul 31. so now ,as month changed it should run for the previous month and on following day as Aug 03 bot would have updated the asset on Aug 04 it would run for Aug month as configured

cheers

7

Im asking more about the condition than the implementation.
And it is quite valid automation will only run Monday - Friday

8

Hi @Malgorzata_Nitecka-Kubick

This how you will implement

!

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here assetdate is the date stored by the bot at the end of the process.
LastCloseDate is the close date of the previous month which I guess can be retreived from a excel which contains start and end days on each month(If they are to be calculated depending on weekends, then can provide logic to calculate that as well)

So say your close date is July 27 2022 and the bot last successfully ran on July 26 2022 so in August when Bot runs say on Aug 03 for the first time. The asset will have July 26 2022 and Close date is July 27 so the bot will run for July. Then on Aug 03 bot sets the date as Aug 03 2022 , so when bot runs on Aug 04 2022 the check will fail because Aug 03 2022 is greater than July 27 2022 and you can run current month

cheers