Hi Everyone, I am trying to create a saved search ...
# suiteflown
NS User
11/15/2022, 9:03 PMHi Everyone, I am trying to create a saved search to pull a vendor who doesn’t have any transaction activity for 24 months. I have added the below filters under Summary. But, it is not giving me the result I want. Can someone please provide your input on this? Thanks.
a
AI1
11/16/2022, 1:55 AMWhy do you need the date created and last modified criteria?
AI1
11/16/2022, 1:55 AMI think at the very least the date created one is severely limiting your results
n
NS User
11/16/2022, 1:56 AMYeah, date created is not needed, Date field should be good enough. But, even though I just keep date field it is still not giving the expected results. Can you please let me know the exact criteria?
a
AI1
11/16/2022, 2:03 AMWhat results are incorrect? How do you know they are incorrect?
n
NS User
11/16/2022, 2:08 AMIf I just keep the Date Created filter as shown in the attachment it gives the transactions created 24 months ago. But, what I want to see is vendors don’t have activity for 24 months.
a
AI1
11/16/2022, 2:09 AMI think you want to change it to MAX of Transaction:Date is on OR BEFORE 24 months ago
n
NS User
11/16/2022, 2:10 AMscreenshot for reference.
NS User
11/16/2022, 2:18 AMI think we don’t need to add anything under criteria/summary except inactive=No and in the results, we need to add MAX of Transaction: Date and add a formula field to compare that with the current/system date to identify if it is over 24 months or not. I am not if that is possible using the formula. If you know there is a way to do it, please share your input. Thanks in advance.
a
AI1
11/16/2022, 2:47 AMTry this criteria MAX of Transaction:Date is ON OR BEFORE 24 months ago
n
NS User
11/16/2022, 2:55 AMDoes it take the last transaction date and compare it if it is created 24 months ago from the current/system date?
a
AI1
11/16/2022, 3:03 AMYes
n
NS User
11/16/2022, 3:04 AMGreat, it seems this filter is working as I expected. Thank you so much🙏
NS User
11/16/2022, 3:05 AMOne more question. If I need to pull vendors with zero activity can I use the below filter ?
NS User
11/16/2022, 3:06 AMI didn’t use Summary criteria, I just used “Standard,” thought this is sufficient. Please let me know.
a
AI1
11/16/2022, 4:50 AMThe transaction:date IS empty would work to get vendors with no activity. I use transaction:internalid is empty but date should work to
AI1
11/16/2022, 4:54 AMYou should use the summary criteria for the no transactions in the last 24 months
But standard criteria should work for the no transactions search
n
Netsuite Tragic
11/16/2022, 6:52 AMThe join of Transaction : Date will not work to identify vendors without transactions at all. It fails as their is no 'join" to any transactions. When I've done this I used a Formula (DATE) {transactions.trandate} IS EMPTY.
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