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GI- show date Customer created vs date SO created

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Jr Varsity III
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  • mna10
  • Jr Varsity III
  • 65 replies

Hi All, looking to do a GI where we can see if the customer is an existing customer or new customer when the SO comes in from the web. Was thinking of using the SO GI and compare date customer created vs date SO created. I was able to use the formula “=Concat(CStr(Month([SOOrder.CreatedDateTime])),'/' , CStr(Day(  [SOOrder.CreatedDateTime])),'/',CStr(Year( [SOOrder.CreatedDateTime])))” to show just the dates (looking to show just dates not date and time) however now sure how to put into a IF statement so if the dates match it says “new” and if it doesn't match, it says “existing”.

anyone know how to do this.

also, if there is an easier way to accomplish this, that would be great. 

Best answer by lauraj46

Hi @mna10 ,

I would suggest adding the Customer DAC to your generic inquiry.  You could use a formula like this to compare the creation dates:

=iif(Year([SOOrder.CreatedDateTime])=Year([Customer.CreatedDateTime]) and Month([SOOrder.CreatedDateTime])=Month([Customer.CreatedDateTime]) and Day([SOOrder.CreatedDateTime])=Day([Customer.CreatedDateTime]), 'new', 'existing')

See attached GI.

Hope this helps!

Laura

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    lauraj46
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    • lauraj46
    • Captain II
    • 579 replies
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    • March 8, 2024

    Hi @mna10 ,

    I would suggest adding the Customer DAC to your generic inquiry.  You could use a formula like this to compare the creation dates:

    =iif(Year([SOOrder.CreatedDateTime])=Year([Customer.CreatedDateTime]) and Month([SOOrder.CreatedDateTime])=Month([Customer.CreatedDateTime]) and Day([SOOrder.CreatedDateTime])=Day([Customer.CreatedDateTime]), 'new', 'existing')

    See attached GI.

    Hope this helps!

    Laura

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    Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
    Chris Hackett
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    • Chris Hackett
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    Jr Varsity III
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    • mna10
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    • Jr Varsity III
    • 65 replies
    • March 8, 2024

    Hi @lauraj46, Thank you! I already had the customer DAC in the GI just didn't know how to apply both to the IF statement. This worked perfect. Thanks again.

    lauraj46
    Chris Hackett
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    • lauraj46
      lauraj46
    • Chris Hackett
      Chris Hackett

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