Saved search formula to get shipped date and packed date from sales order for specific items

The goal is to retrieve the Ship Date and Packed Date for specific items within a Sales Order. The dates are tracked based on system notes that record changes in the status of each line item. Specifically, we are interested in two scenarios:

  1. Ship Date: The date when an item was marked as “Fulfilled.”
  2. Packed Date: The date when an item was marked as “Packed.”

Ship Date:

MAX(Case When ({item.id} IN (‘1001′,’1002′,’1003′,’1004′,’1005′) AND {linesystemnotes.field}=’Fulfilled’) then {linesystemnotes.date} end)

 

Packed date:

MAX(Case When ({item.id} IN (‘1001′,’1002′,’1003′,’1004′,’1005′) AND {linesystemnotes.field}=’Packed’) then {linesystemnotes.date} end)

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