megaphone
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Stay in the know of how NetSuite can help grow your business with our guides, webinars, and events. Subscribe Here
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
No Limits. Just possibilities. Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.
Don't miss out on our Question of the Week! You only have until tomorrow, March 19, 2026, 2:00PM ET to comment your answers.

Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
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!
Stay in the Know

Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe

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

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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

Leaderboard

Community Whiz

Quarter 1 (Jan-Mar 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders