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Generate Price List Based on Sales History

edited Feb 21, 2014 1:32PM in Accounting / ERP 2 comments

We have a need to filter a price list for a customer which is filtered based on their invoice history.  For example, the price list should only show the items which the customer purchased within the previous one year.

We are close with a transaction search but not 100% accurate because we also have assigned item pricing and pricing groups.  We need to get the pricing information from the item record as it would be more current than the previous transaction.

Does anybody have a workaround for this?

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