Sending it again just in case... I am creating a item saved search that should show the item next availability date which is based on the EARLIEST receive by field on the POs (if the item is not yet received in that PO). My formula is CASE WHEN {transaction.type} = 'Purchase Order' AND {transaction.status} = 'Purchase Order:Pending Receipt' THEN {transaction.duedate} ELSE NULL END I intentionally excluded the other PO statuses for testing purposes. But the formula above does not work. It's always null even if there's an open PO. What am I missing?

try {transaction.status} = 'Pending Receipt'. For checking purposes add a Results column Transaction:Status and get the exact text you need.

That makes sense. I focused on the the statuses list from the Criteria subtab. Let me try. Thank you!