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.
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, March 12, 2026, 2:00PM ET to comment your answers.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click 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.

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!

First sales of the fiscal year

edited Jul 4, 2025 12:58PM in Ask A Guru 6 comments

Good morning

I hope you are well. I'm having a bit of a trouble with a saved search.

I have been asked to find a list of customers whose first sale of this fiscal year was March 2025.

I've tried the below but this doesn't quite get what I need as it's showing customers who have been buying all year. I need to screen these out and only see those whose first sale is after March 1st.

Anyone know how to do this? I know it must have something to do with min/max date formulas, but I can't quite think of the next step.

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