Which accounts are late against their usual interval?
Two accounts are later than usual at the 31 August review. Customer A is 84 days on against a usual 32. Customer C is 21 days on against a usual 7. Customer B is within its interval.
SourceSales history by customer, to 31 August 2026
Rows 118 to 142. Interval is each account's own median gap between orders over the last 12 months, not a blanket cut-off.
RuleTeam rule 14: partial returns
Check for a partial return in the last 30 days before calling. Customer A has a credit note on 12 August for two damaged units; the original order stays in the calculation.