Is there a formula that I could use to return the total transaction amount for an account until it hits a maximum amount for a specific date range? For example, the search would identify all transactions recorded to expenses between 1/1/2024-12/31/2024 until total expenses reached $50,000. Once the total hits $50,000, the search would return that amount. Is there a formula or combination of formulas that would help me reach that desired result?

AI generated answer (using internal Slack threads):

Based on the conversations, it seems that you can achieve your desired result by creating a transaction saved search in NetSuite. Here's a step-by-step guide: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction from the list. 3. In the Criteria subtab, set the following: - Account: set to the specific account you want to track. - Date: set to be within the range 1/1/2024 - 12/31/2024. - Main Line: set to True. 4. In the Results subtab, add the following fields: - Account (Group) - Amount (Sum) 5. Add a Formula (Currency) field with the following formula:

CASE WHEN SUM({amount}) <= 50000 THEN SUM({amount}) ELSE 50000 END

. This formula will sum the transaction amounts until it reaches $50,000, and then it will return $50,000. 6. Save the search. Please note that this approach will return the total transaction amount up to $50,000. If the total transaction amount is less than $50,000, it will return the actual total amount. If the total transaction amount exceeds $50,000, it will return $50,000. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******