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Saved Search - Items with PO Dates older that one year, Multiple vendors

Curtis Beene

Good day all,

I need help with a solution on a SS I'm being asked to create. We want a list of all Items, by Vendor, that we have never ordered OR ordered over one year ago for said Vendor. I have items that have several vendors each. During the course of the year we may order from one vendor and not another.

I know I need this to be an Item SS, since a Transaction SS wouldn't show items we haven't ordered (which is possible). I also know that I need to bring the joined "Transaction Table: Ship Date" to get the data required. I then Summarized the Ship Date by Maximum to get the last Ship Date for that Item for that Vendor.

Here is the issue, if I leave as is, the SS duplicates the Max Date for all Vendors for that Item. Adding a formula ("CASE WHEN {othervendor} = {transaction.mainname} then 1 else 0 end" is 1) fixes that issue, but removes Items that we have never ordered.