Hi there,
Is it possible to create a saved search of customers who have a specific payment term, but haven't had an invoice using that term in the past X number of years?
Our end goal is that if a customer has been approved for credit with us more than x years ago and hasn't established a payment history with us yet, we'd like to re-evaluate them.
My issue is that if they place an order via our website, those are always paid in advance, so they could have an invoice history of mixed terms. Or they might not have any orders if they were approved in our old system and haven't placed any orders with us since we started using NetSuite.
Thanks!
