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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.
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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.
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
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.
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