List of Items That Does Not Have Any Related Sales Order or Invoice For More Than Three Months

To create a Saved Search that will show a list of items that does not have any Sales Orders or Invoices for more than three months from the current date, the following steps can be followed:

1. Navigate to Lists > Search > Saved Search > New > Item.

2. Under the Criteria > Standard > add the filter:
- Transaction : Type is any of Sales Order, Invoice, none

3. Under the Criteria > Summary > add the field:
- Formula (Numeric) | Summary Type = Sum | Formula = CASE WHEN (SYSDATE - {transaction.trandate}) < 90 THEN 1 ELSE 0 END | Description is 0

4. Under Results, add the following fields:
- Name | Summary Type = Group
- Transaction : Date | Summary Type = Maximum

5. Rename the saved search and the click Save & Run.