Saved Search Formula

Formula (Date) | MAXIMUM |

CASE WHEN {item.inventorylocation} = {location} and {type} = 'Item Receipt' 

THEN {trandate} ELSE

CASE WHEN {item.inventorylocation} = {location} and {type} = 'Inventory Adjustment'

THEN {trandate}

end 

end

If an Inventory Item has both Item Receipt and Inventory Adjustment related records, it should always show the LAST Item Receipt Date. Only Show LAST Inventory Adjustment Date, IF there are NO Item Receipts associated.

The above Saved Search shows the most recent date regardless of the type. Ex.

Item Receipt = jan 1, 2023

Inventory Adjustment = Feb 1, 2023

The result is showing Feb 1, 2023, but it SHOULD show jan 1, 2023 and stop evaluating. Only continue evaluation if there is no Item Receipt or Item Receipt date.