Item Search case when {transaction.requesteddate}<{today}+365 then sum(nvl({transaction.quantity},0)-nvl({transaction.quantityshiprecv},0)) else 0 end anybody have any idea why returning "sum()" is giving me an unknown error?

Are you using this in a summary saved search? I think this only works in a summary saved search.

yes field: formula (numeric) summary type: sum

set your summary type to MAX and also do MAX({transaction.requesteddate}) < MAX({today}+365)

you're a genius thank you

👍