Hi@CHSJ

To add to what@jakesachs,你可以further enhance the sustainability of the model by creating a reference month that someone (admin pehaps?) can modify.

1. Creating a dynamic reference month makes sense, because you shouldn't modify this formula every month just to change the time check.

2. Creating a SYS Mth module is part of our DISCO methodology, where SYS (short for System) refers to 'S' in 'DISCO'. Essentially you want to create a system module so that the same line item can be referenced by other modules somewhere within the module.

3. Creating a System module obeys the 'Calculate Once, Reference Many times' mantra in 'PLANUAL'.

Good luck on your Anaplan journey.

Thanks,

LipChean