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.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Please note that on Saturday, April 11, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 30 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
TRANSACTION Saved Search: Customers with No Invoices for 4 Months or More from the Last Sale Date
Hi, please help! I've created this TRANSACTION saved search to pull up the most recent invoices for each Customer. But we ONLY want to see customers that have not ordered in a while (base on their last invoice). Where do I add this formula? What is the exact formula?
My screenshots are below and it gives me the past rolling year's of invoices but this is not the date I want to see. I need the formula so it will do 2 things:
- Only show data from ONE invoice: the most recent invoice info (I don't want to see multiple invoices in the past year)
0