Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
Transaction Search to EXCLUDE "customers"
I'm sure this can be done...
I have a custom field on Sales Orders that holds a Customers name (and is configured so the customer record is the Parent). These transactions show up under the Customer record (just not in the standard Transaction sub-tab under Sales)
I want a search to list all of these customer records where the FIRST SO date is within this year.
I can't use any of the default "date of first sale" stuff because it never gets set on these guys. And Minimum in the Summary Criteria seems to filter out some customers but not EXCLUDE ANY that have transactions older than the date.
0