Search that exclude customers with Total Transaction Amount Remaining that exceeds Credit Limit set on the record

To create a customer search that will exclude customers that exceeds their credit limit, perform the following steps:

 1. Navigate to Lists > Search > Saved Searches > New.
 
 2. Select Customer.
 
 3. Provide a Title.
 
 4. In the Criteria tab > Standard subtab, add the following filters:
 
  Stage is Customer
  Transaction : Amount Remaining is greater than 0.00
  
 5. In the Criteria tab > Summary subtab, add:
 
  Summary Type: Maximum
  Field: Formula (Numeric)
  Description: is 0
  Formula: Case WHEN (max{creditlimit} = sum({transaction.amountremaining})) THEN 1 ELSE 0 END
  
 6. In the Results tab > Columns subtab, use the following Fields and Summary Type:
 
 

Field	Summary Type	Formula
Name	Group
Credit Limit	Maximum
Transaction : Amount Remaining	Sum
Formula (Numeric)	Maximum	Case WHEN (max{creditlimit} = sum({transaction.amountremaining})) THEN 1 ELSE 0 END

 7. Click Save & Run.