How can I print a customer list with the last date invoiced. I'm trying to find a way to see which customers have not ordered from us in the last 2-4 weeks or more.
*This post is locked for comments
For this reason, I use Bi reports. In NAV, there is not exist the same report. You can make it by yourself if you know some development. You have all data you need in Customer and Cust. Ledger Entry tables.
1. Run the Customer List Report
2. Set a filter on Date Filter for the period you'd like to analyze customers that didn't buy from you
3. Set filter on Sales (LCY) to 0
No additional module or additional programming required.
This works. I guess now is there a way to find out if they ordered last month but not this month or a date range like that? What I am trying to do is this. Our Sales guy left and we want to make sure no one slips thru the cracks and forgot about. So if a customer's usually order weekly and we didn't receive a sales order in the past two weeks is there a way to filter something
I would try using Jet Express for this, use the Customer ledger & Customer Tables, set the columns as Posting Date - grouped to your period, we use Months then have the Customers Names down the Rows & Total Sum of Sales (LCY) & filter by Salesperson. From this we can see spending patterns by Customers, so you should be able to identify any changes quickly enough.
Try the outstanding sales order report for those customers that came up on the customer list report. This will give you all of the outstanding orders for that customer.
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Saurav.Dhyani 2 Super User 2025 Season 2
RK-25090803-0 1
