1. Navigate to **Transactions** > **Management** > **Saved Searches** > **New**.

2. Select **Transaction**.

3. In the **Criteria** tab > **Standard** subtab, set the following filters:

-- Type = is any of Bill, Purchase Order

-- Status = is any of Bill:Open, Purchase Order:Pending Supervisor Approval, Purchase Order:Pending Receipt, Purchase Order:Pending Bill.

-- Main Line = is True

4. In the **Criteria** tab > **Summary** subtab, set the formula below:

-- Summary Type = Sum

-- Field = Formula (Numeric)

Formula = case when ((SUM(case when {type} = 'Bill' then {amount} else 0 end) + SUM(case when {type} = 'Purchase Order' then {amount} else 0 end))) > MAX({vendor.creditlimit}) then 1 else 0 end

Formula (Numeric) = equal to

Value = 1

5. In the **Results** tab > **Columns** subtab, set the following fields:

-- Name (Summary Type = Group)

-- Document Number

-- Formula (Numeric)

Summary Type = Sum

Formula = case when {type} = 'Bill' then {amount} else 0 end

Custom Label = Total Bills

-- Formula (Numeric)

Summary Type = Sum

Formula = case when {type} = 'Purchase Order' then {amount} else 0 end

Custom Label = Total Purchase Orders

-- Formula (Numeric)

Summary Type = Sum

Formula = (sum(case when {type} = 'Bill' then {amount} else 0 end) + sum(case when {type} = 'Purchase Order' then {amount} else 0 end)) - max({vendor.creditlimit})

Custom Label = Remaining Credit Limit

-- Vendor fields...Credit Limit (Summary Type = Maximum)

6. Click **Save & Run**.

## Sunday, June 30, 2019

### Saved Search to Display Combined Open Bills and Open Purchase Orders that Exceeds their Credit Limit

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