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

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.