Forum Discussion
New Customer Sales
Thank you very much for your reply. I may have been a little too excited for my first post and didn't provide enough background info.
We are running Microsoft AX 2012 for our entire company, there are three legal entities within our environment. SXE for East, SXW for West and SXCN for Canada. All the data is dumped into a data warehouse and into common tables. i.e. DWCustMaster. I have pasted in screen shot for better understanding.
When looking for new customers it would see the created date of 2015 as new when in fact it's a current account from 2013. The only way I see to check for duplicate customers is by checking the Name Column but the fact the account num and legal entity are different is the challenge.
I'll look at the TREATAS function to see if there is an option for me.
What´s the correct rules for count? Are the Name, AccountNum, others? Is it necessary count for entity or global entities?
Basically I need to use the MIN Created Date based on the Customer Name regardless of the Account Number or Legal Entity.
Thanks!
Hi,
Please share some data and show the expected result.
Here is a snippet of data to give you an idea that I need to use the MIN date from Created Date column to be able to calculate new customer sales. In this instance I don't care about the legal entity or cutomer account number as it's the same customer.
Thanks!
Legal Entity Customer account Name Created date
SXW 101050860 All American Containers 7/31/2014 SXCN 201062105 All American Containers 12/23/2015 SXW 123000298 Allied Wine Corp. 12/10/2014 SXCN 201060659 Allied Wine Corp. 9/29/2013 SXW 101051459 Altitude Spirits 2/18/2015 SXE ALTI01 Altitude Spirits 6/15/2017 SXW 123000353 Auston Design Group 1/16/2015 SXE AUST02 AUSTON DESIGN GROUP 12/3/2013 SXW 101022930 Axe And The Oak Distillery 7/31/2014 SXE AXEO01 Axe And The Oak Distillery 9/7/2016 SXE BACB01 BACK BAY BREWING 5/9/2017 SXCN 201062143 Back Bay Brewing 6/5/2017 SXW 101052708 Bay Etching & Imprinting 2/7/2017 SXCN 201062158 Bay Etching & Imprinting 1/4/2018 SXW 101016842 Bayhawk Ales, Inc. 7/31/2014 SXW 101052101 Bayhawk Ales, Inc. 8/15/2016 SXW 101011229 Berlin Packaging 7/31/2014 SXE BERL01 BERLIN PACKAGING 5/23/2014
