Crystal XI selection criteria for last record based upon date.
Posted on 2014-03-19
This record selection formula has me stumped. I want to report on active customers that have had no quote activity in the last 6 months from the current month.
CustCode.Active = Y is the easy part
Quote numbers are sequentially assigned regardless of customer... ideally I would like to list the last 3 quotes for each customer.
Two Tables: CustCode and Quote
Join Fields: CustCode.CustCode = Quote.CustCode and CusCodec.SalesId = Quote.SalesId
Exclude all customer quotes that have Quote.DateEnt or Quote.DateMod within 6 months of the current month.
If the last Quote.QuoteNo is 6 months or older from current month based on Quote.DateEnt or Quote.DateMod
Include the last 3 records consisting of: CustCode.Active, CustCode.SalesID, CustCode.CustName, Quote.QuoteNo, Quote.DateEnt, Quote.DateMod