Check out Oracle NetSuite upcoming events and conferences here
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Don't miss out on our Question of the week! You only have until tomorrow, July 25, 2024, 2PM ET to comment your answers and earn rewards! Click here for more details.
Community Poll: What sort of content would you like to see more of?
Get ready to take on exciting new challenges and become the next SuiteMaster of the Month!

How to create a Saved Search for Total Purchases from Customer of particular Item?

edited Sep 20, 2023 12:11AM in Ask A Guru 7 comments

We would like to create a saved search that shows the total purchases a customer has made the past 90 days when they have purchased a particular item (item A).

We have a transaction saved search setup with these criteria filters:

Type: any of Cash Sale, Invoice, Credit Memo, Cash Refund

Item: Item A

Tax Line: False

Shipping Line: False

Main Line: False

COGS Line: False

The results fields are:

Name: Summary Type Group

Date Created: Summary Type Group

Item: Summary Type Group

Formula (Currency): Summary Type SUM, Formula: CASE WHEN {trandate} between trunc(add_months({today},-3)) AND last_day(add_months({today},-0)) THEN {amount} ELSE 0 END

Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!


Community Whiz

Quarter 3 (Jul-Sep 2024)

This Week's Leaders

This Month's Leaders

All Time Leaders