Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics GP forum
Suggested answer

Customer History - Created date from customer master in incorrect

Posted on by 25

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. 

  • Suggested answer
    Shannon Aune Profile Picture
    Shannon Aune on at
    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,556 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,625 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Product updates

Dynamics 365 release plans