I'm trying to achieve a scheduled action that will execute the following.

SCHEDULED ACTIONS

Requirement: Change record in Internal Reference field on Partner model for the following 3 scenarios:

SCHEDULED ACTION 1

IF 365 spend = £5000 +, REMOVE EXISTING THEN INSERT [A]; AND IF 365 spend more than previous period THEN INSERT [1] OR IF 365 spend less than previous period THEN INSERT [2]; AND IF less than 365 days since first order THEN INSERT [N]

SCHEDULED ACTION 2

IF 365 spend = £500-£4999.99, REMOVE EXISTING THEN INSERT [B]; AND IF 365 spend more than previous period THEN INSERT [1] OR IF 365 spend less than previous period THEN INSERT [2]; AND IF less than 365 days since first order THEN INSERT [N]

SCHEDULED ACTION 3

IF 365 spend = below £500, REMOVE EXISTING THEN INSERT [C]; AND IF 365 spend more than previous period THEN INSERT [1] OR IF 365 spend less than previous period THEN INSERT [2]; AND IF less than 365 days since first order THEN INSERT [N]

SOME EXAMPLES

Internal ref = A1N - means its top spender, newly partnered with us

Internal ref = B2 - means its a good spender but declining

Internal ref = C1 - means its a low spender but growing.

KEY

A - top spender

B - good spender

C - low spender

1 - growth

2 - decline

365 Spend = Commercial Entity sum untaxed total of invoices or confirmed sales orders in year (which ever is easier to measure)