EXTRACT DATA BASED ON BUDGET YEAR

Question

I have a scenario where I need to extract data based on the users enter the budget year.
Our budget year is as follow:
September,
October,
November,
December,
January,
February,
March,
April,
May,
June,
July,
August
If the users enter the budget year as 2014, I want to extract payment records from September 2013 to August 2014.
September 2013,
October 2013,
November 2013,
December 2013,
January 2014,
February 2014,
March 2014,
April 2015,
May 2014,
June 2014,
July 2014,
August 2014
My query below only extracts payment records created for a given year which is not what I want
DECLARE @BudgetYear Datetime
SET @BudgetYear = '09/01/2014'
SELECT 'REFUND' PaymentType ,pa.CreateDate,YEAR(pa.CreateDate) CreateYear, p.PaymentAmount
FROM tblPaymentAllocation pa
INNER JOIN tblReturn r
ON r.ReturnID = pa.ReturnID
INNER JOIN tblAccount a
ON a.AccountID = r.AccountID
INNER JOIN tblCommunity c
ON a.Community = c.CommunityCode
INNER JOIN tblAccountingDate ad
ON ad.AccountingdateID = pa.AccountingDateID
INNER JOIN tblPayment p
ON pa.PaymentID=p.PaymentID
WHERE YEAR(pa.CreateDate) = YEAR(@BudgetYear )
AND p.PaymentType <> 'amended'
AND r.ReturnType = 'refund'
AND NOT (p.PaymentType = 'check'
AND pa.Status = 'reversal' AND pa.PriorCredit < 0)

Answer 1

Give this a go:
SELECT 'REFUND' PaymentType ,pa.CreateDate,YEAR(pa.CreateDate) CreateYear, p.PaymentAmount
FROM tblPaymentAllocation pa
INNER JOIN tblReturn r
ON r.ReturnID = pa.ReturnID
INNER JOIN tblAccount a
ON a.AccountID = r.AccountID
INNER JOIN tblCommunity c
ON a.Community = c.CommunityCode
INNER JOIN tblAccountingDate ad
ON ad.AccountingdateID = pa.AccountingDateID
INNER JOIN tblPayment p
ON pa.PaymentID=p.PaymentID
WHERE pa.CreateDate BETWEEN CASE WHEN MONTH(GETDATE()) < 9 THEN CONVERT(VARCHAR,YEAR(GETDATE())-2)+'-09-01' ELSE CONVERT(VARCHAR,YEAR(GETDATE())-1)+'-09-01'END AND CASE WHEN MONTH(GETDATE()) < 9 THEN CONVERT(VARCHAR,YEAR(GETDATE())-1)+'-08-31' ELSE CONVERT(VARCHAR,YEAR(GETDATE()))+'-08-31' END
AND p.PaymentType <> 'amended'
AND r.ReturnType = 'refund'
AND NOT (p.PaymentType = 'check'
AND pa.Status = 'reversal' AND pa.PriorCredit < 0)
It calculates what the range should be on the fly.