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NSC|Customer Saved Search > No Sales Orders for x Months then Ordered Again Within the Last x Months

edited Sep 1, 2022 2:51PM in Search / Reporting 1 comment

For this guide, we will create a Saved Search to display Customers who haven't ordered a specific Item for the last 14 months, then ordered this Item again within the last 2 months.

To create the Saved Search, follow the steps below:

  1. Navigate to Lists > Search > Saved Searches > New
  2. Select Customer
  3. Under the Criteria tab > Standard subtab, add the following:
    1. Transaction Fields... > Type = Sales Order
    2. Transaction Fields... > Item = Name of the specific Item
    3. Date Last Order > Within > Relative > 14 Months Ago
    4. Formula (Numeric) > Description: case when {today} - {transaction.trandate} <= 60 then 1 else 0 end
  4. Under the Results tab, add necessary fields to be displayed on the result

Dominica Sevilla - Oracle | OTC / P2P / SCM Guru

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