Date:         Tue, 8 Mar 2011 13:50:42 +0000
Reply-To:     "Keintz, H. Mark" <mkeintz@WHARTON.UPENN.EDU>
Sender:       "SAS(r) Discussion" <SAS-L@LISTSERV.UGA.EDU>
From:         "Keintz, H. Mark" <mkeintz@WHARTON.UPENN.EDU>
Subject:      Re: Payment agreement coding
Comments: To: Yingtao <yingtaoliu@GMAIL.COM>
In-Reply-To:  <218759F2-94E4-43CB-BA5A-E9003CBD29BC@gmail.com>
Content-Type: text/plain; charset="us-ascii"

Yingtao:

Given how close your words "if the payment date >= ..." are to how one would express them in SAS statements, your request looks like a homework assignment outsourced to SAS-L.

However, if you send your own code to SAS-L along with the results you obtained, you'll get a lot of diagnostic, if not prescriptive, help.

Regards,
Mark


-----Original Message-----
From: SAS(r) Discussion [mailto:SAS-L@LISTSERV.UGA.EDU] On Behalf Of Yingtao
Sent: Tuesday, March 08, 2011 7:56 AM
To: SAS-L@LISTSERV.UGA.EDU
Subject: Payment agreement coding

Account
Action_DATE
PAY_AMT
Payment_date
AGREE_to_Pay_DATE_1
AGREE_AMT_1
AGREE_to_Pay_DATE_2
AGREE_AMT_2
123
31-Oct-07
0
31-Oct-07
1-Nov-07
300.18
2-Nov-07
272
123
1-Nov-07
0
1-Nov-07
.
0


123
1-Nov-07
572.18
1-Nov-07
.
0


123
2-Nov-07
0
2-Nov-07
.
0


123
5-Nov-07
0
5-Nov-07
.
0


123
6-Nov-07
0
6-Nov-07
.
0


123
7-Nov-07
0
7-Nov-07
6-Nov-07
1700


123
7-Nov-07
0
7-Nov-07
.
0


123
7-Nov-07
1669.4
7-Nov-07
.
0


















I have a dataset as follows and am trying to figure out:whether the customer keeps the agreement or not


the logic to define the customer keeps the agreement is:




1. if the payment date is >= the date the agreement made and



2. the payment date is <= agree to pay date + 7 days and




3. the payment amount is >=85%*Agreeent amount












otherwise define as the customer does not keep the agreement.











there are also some restriction:





For two agreements, agreement 1 must be kept before applying logic to agreement 2.



For multiple payment records inside agreement window, sum all Pay Amt when comparing to Agree amount

For multiple agreement records on the same account, each payment (or sum of payments) is only counted once.

Just stuck with coding this, anyone has good idea?
Thanks
Tao