Making Your Transaction Date Contingent on Another Date

Step 1:

Open one of your transaction dates from your internal field and tick the box titled Make it contingent.

Step 2:

Enter the number of Days to calculate the time frame. The number must be greater than "0"

Step 3:

Enter the Date Calculation Time Frame. This is the unit of time measure that typically refers to any day (e.g. Business Days, Calendar Days)

Step 4:

Choose Before or After.

Step 5:

Choose a Date Field on what specific transaction date the system will base this contingency on.

Step 6:

Add a Weekend Roll if the date moved forward or backward in time (e.g. if the Contract Acceptance date will fall on a Sunday, the date is rolled to the previous or next business day). This is optional.

Step 7:

Add a Federal Holiday Roll and just like the weekend roll, the date is rolled the previous or next business/ calendar day. This is optional.

Step 8:

You can Skip Federal Holidays (When counting days) by choosing counted or skipped on the transaction date.

Step 9:

Click the Update button.