Dates/Due Dates

[ker9]

I'm not even sure how to ask this...I am trying to track what is due that has not been done and if it is not done, there is probably no data for it.

Clients have a fiscal year end, for example 12/31 (could be 6/30, 4/30, etc.)
During that year they have 4 quarterly reports that are due 45 days after quarter end (with the exception of one client which is due 40 days after quarter end). I can set up a field to indicate that if necessary.

How can I design a table/query/report that will track when something is due for each client that hasn't been completed yet.

Do I need to manually create a record for each quarter's due date for each client or can I calculate this somehow?

Essentially I need a record for each due date. Currently am filling it in when it is done and manually looking to see when the next one is due. Can I have it do some sort of automatic creation of record for next due date when one is completed?

Thanks!

[June7]

Quarters are always Jan-Mar, Apr-Jun, Jul-Sep, Oct-Dec for all clients?

Fields for client info table: MonthFiscalYearEnd, ReportDueDays (or use 45 for all but the anomalous 40 client, IIf expression can handle).

Issue with queries using dates is, of course, the dynamic nature of time. I think you will need some input from user. For instance, have the user identify what quarter/year they want to check on. Then query can use that input as basis for comparison of last report for each client and determine if its date falls in the period of the designated qtr 3rd month + ReportDueDays.

I suggest user input approach because can't assume that the date the query is run is in the qtr 3rd month, or in the case of 4th qtr, in the same year, so can't just grab current date and calculate the due period from that.