late order report including items not late

[steverdan]

Here is the formula I am using, but I am pulling in dates where the order is due say 7/7/23 but the ship date was 6/30/23. What am I missing? it also keeps removing the first set of grouping parentheses that groups lines 1 and 2.

({Delivery.Shipped_Date} = (YearToDate) and

{Delivery.Promised_Date} = (YearToDate)) and

({Delivery.Shipped_Date} > {Delivery.Promised_Date} or

(currentdate) > {Delivery.Promised_Date})

[DellSC · Accepted solution]

1. You do not need the first set of parentheses.

2. You're getting that data because of "currentdate > {Delivery.Promised_Date}. (Note that no parentheses are required around currentdate!). If you're trying to find overdue orders (not shipped yet) I would replace the formula with something like this:

{Delivery.Promised_Date} = (YearToDate) and
(
  IsNull({Delivery.Shipped_Date}) or
  {Delivery.Shipped_Date} = (YearToDate)
) and
(
  {Delivery.Shipped_Date} > {Delivery.Promised_Date} or
  (
    currentdate > {Delivery.Promised_Date} and
    IsNull({Delivery.Shipped_Date})
  )
)

If you're using a default date instead of leaving dates as null, you would use that in place of the "IsNull()" call. For example, with a 1/1/1900 default date:

{Delivery.Shipped_Date} = Date(1900, 1, 1)

-Dell

[steverdan · Accepted solution]

not just current late, but late for the whole year so far.

[DellSC · Accepted solution]

This filter formula should get you both.

-Dell