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NSC | Saved Search > Invoice > Current vs Prior Month
Here's a sample Transaction Saved Search with a formula to compare the prior month's Invoices amount to the current month's Invoices amount per Customer.
- Navigate to Lists > Search > Saved Searches > New
- Select Transaction
- Rename the Saved Search
- Under the Criteria tab, mark Use Expressions checkbox
- Still under the Criteria tab, add the following filters:
Formula 1 = CASE WHEN {trandate} BETWEEN TRUNC({today},'MM') and LAST_DAY({today}) THEN {amount} ELSE 0 END
Formula 2 = CASE WHEN {trandate} BETWEEN TRUNC(ADD_MONTHS({today},-1),'MM') and LAST_DAY(ADD_MONTHS({today},-1)) THEN {amount} ELSE 0 END
6. Under the Results tab, add the following fields:
Dominica Sevilla - Oracle | OTC / P2P / SCM Guru
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