Customer History - Created date from customer master in incorrect

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Posted on by AC-Indy

Hello. We're having trouble with a smartlist providing accurate information.

We're running a report for quarterly sales for new customers only, and we have a few questions.

1. Is there a way to search for the first "invoice" date of any customer, whether they're a brand new customer, or if they've been set up from before? So, we'd like to have a first invoice date between 1/1/20 - 3/31/20? Not just an invoice date, but the first invoice date.

2. We've run a smartlist for customers with "created date from customer master", and the created date for the customer is wrong. As an example, I've created a new customer card in January 2020, and the smartlist created date shows March 2019.

I hope this helps and looking forward to your replies.

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Microsoft Dynamics GP

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Shannon Aune on at

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RE: Customer History - Created date from customer master in incorrect

Hi AC,

You can use a SQL query or create a smartlist to look at the FRSTINDT field from the RM00103 table, that should have the First Invoice date. I hope that works for you.