does anyone know what is wrong with my formula? When I add the CASE WHEN part, it throws an unexpected error. Without that, it’s working fine. CASE WHEN {status} = ‘Pending Fulfillment’ THEN MAX({custbody3}/{exchangerate})-SUM(NVL({applyingtransaction.fxamount},0)) ELSE MAX(0) END I’ve tried to remove MAX for the 0, use SUM and MIN; none of them works

You could narrow it down by taking out the MAX and SUM and seeing if its giving you each piece like you want. I'm not seeing MAX as a supported SQL Expression for searches in the documentation.

This part works perfectly: MAX({custbody3}/{exchangerate})-SUM(NVL({applyingtransaction.fxamount},0))

is the field set to Formula Numeric? seems like the ELSE should be ELSE 0 not else MAX(0) as well but it may work as is.

Try adding a summary function to {status}...ie CASE WHEN MAX({status}) = 'Pending Fulfillment' THEN ....etc

It’s a formula currency field. Thanks both! @MGBC adding max to the status worked: CASE WHEN MAX({status}) = ‘Pending Fulfillment’ THEN MAX({custbody3}/{exchangerate})-SUM(NVL({applyingtransaction.fxamount},0)) ELSE 0 END