Need to show most recent invoice date on a saved search

Requirement:

I have an item search where I need to see the most recent invoice date, the problem is I cant use summary because iI need all the other fields from the results visible. I have transaction date on the results but the problem is I only want the most recent not all

Here is what I have

criteria

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Results

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Solution:

  • Add Criteria → Standard → Transaction : Type = Invoice
  • Change Summary Type of Results → Transaction : Date to Maximum
  • Change Summary Type of all other fields in Results to Group

Please note that this will only show items for which there exists at least one invoice, items without existing invoice transactions will be omitted from the search.

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