@kd2017 All input is appreciated here since AFAIC, I can speak for everyone when I say we all can learn something regardless of how long we've been at this.
All, I took a quick look at some of the code in links, but to be honest, I'm being distracted by the ball game, so I'll make this short. Here's a take on a function that works for me on a very limited set of data, but I can't tell where the OP might need to call a function from. I had to use 9 since this is the 8th month - you'd choose 7 if the switch is supposed to happen in October.
Code:
Function MakeNum() As String
Dim strNum As String
If Month(Date) > 7 Then
strNum = Year(Date) + 1 & "-" & "001"
Else
strNum = Year(Date) & "-" & Format(DMax("[Sequence]", "[GL Quick Query]", "Year([Transaction Date]) = Year(date())") + 1, "000")
End If
'Debug.Print strNum
MakeNum = strNum
End Function
The more we hear silence, the more we begin to think about our value in this universe.
Paraphrase of Professor Brian Cox.