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Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more

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This is fantastic and works as it should - thank you so much for your hard work!

in How to create a Saved Search excluding Customers who have sales last month but not from last year? Comment by User_E2PEY Nov 1, 2022 3:31PM
Hey Dominica! I was able to test today, but unfortunately still not getting the results I need. I am able to pull customers with the older sales order now, but these are just customers that have bought in the past and not recently. I need the results to show all customers who have bought in the last month (Oct 2022) IF…

in How to create a Saved Search excluding Customers who have sales last month but not from last year? Comment by User_E2PEY Oct 24, 2022 12:23PM
Unfortunately, that formula is still pulling customers who have made transactions within that past year. I am trying to exclude any customers who have made a sales order between the beginning of this month (Oct 2022), and one year ago (Oct 2021). When trying to use this formula, or even variations of it, customers that…

in How to create a Saved Search excluding Customers who have sales last month but not from last year? Comment by User_E2PEY Oct 19, 2022 1:12PM

User_E2PEY Red Ribbon

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