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Questions Generic Inquiry to select customer who have made purchases between certain date ranges

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by sconkey 5 years ago
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sconkey
Posts: 5
 sconkey
Topic starter
October 11, 2020 1:39 pm
(@sconkey)
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Joined: 5 years ago

I am trying to create an inquiry to select customers who have not previously had an invoice in the last 180 days and then made a purchase in the past 7 days. I have tried many different ways to do this but with no success.  I can get those that have not purchased in the last 180 days and tried to add ARInvoice in a second time with an alias to get the last 7 days but cannot get the conditions to work properly.  Any ideas or thoughts on how to do this?

 

Thanks

Sharon


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Tim Rodman
Posts: 3195
 Tim Rodman
Admin
December 26, 2020 12:03 am
(@timrodman)
Famed Member
Joined: 10 years ago

I think you could use the Wyatt.ERP technique as outlined in this post (click here).

 

That post is a completely different application of the technique, but I think it would work for your situation if you did one join to get all Invoices prior to the last days, then another join for all Invoices in the last 7 days.


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sconkey
 sconkey
(@sconkey)
Joined: 5 years ago

Active Member
Posts: 5
December 27, 2020 6:44 am
Reply toTim RodmanTim Rodman

 

@timrodman - Thanks Tim, I will check this out.  I ended up adding several new columns to identify which "bucket" the invoice would belong in and then did a filter.  

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