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Read on for the latest updates including:
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• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Saved Search: attempting some Customer/Item attrition reporting
I am attempting to report on lost business. We do not use Contract Renewals, Recurring Billing, Subscription Management. We manage renewals manually however we did create and populate a custom field, Expiration date on the transaction line.
I created a saved search with several Grouped fields can return the Max Expiration Date but I would like to only return the transaction lines Max Expiration date less than/not after today... My theory is if the Max Expiration date is in the past then the Customer has not renewed a particular item.
Can anyone suggest how I can add criteria/formula to my Saved Search so that I only see the Transaction lines where the Max Expiration Date is in the past...
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