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Filtering Customers by last invoice date

By
Josh Warner
on 2/4/16, 12:32 PM 481 views

Hello all,

We recently switched to Odoo from Sage 50, and are getting used to the way things work, but struggling with certain tasks.  Currently, I am working on making a mailing list for our print catalog, and in Sage 50 we could just make a list of customers that included their 'Last Invoice Date', and export to excel, sort out customers who have not ordered in the last 2 years, and we were good to go.

In Odoo, I cannot figure out how to do such a similar filter.  Anyone out there have any good ideas?

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Jon Toktas
On 6/6/16, 3:11 PM

I'm trying something similar and found under Sales>Customers  filter by  advanced search "last full reconciliation date"  less than or equal than  'desired date'. This seemed to find what I needed. However, sometimes order date and invoice reconciliation are two different dates. So i'm not sure how to pull up the "last sale order date"  

Did you find another approach? 

0
Clark Steward (cst)
On 2/8/16, 4:51 PM

From the Accounting > Customer Invoices you can filter by "Invoice Date >= date", then export Partner/Email, Partner/Name, and Invoice Date of the results. You could also do the same thing from Sales > Sales Orders.

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Balvant
On 2/8/16, 7:58 AM

 for that require to create custom filter in res.partner. and you can override read_group and search method.

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Asked: 2/4/16, 12:32 PM
Seen: 481 times
Last updated: 6/6/16, 3:11 PM