I need a search that shows any orders that have exceeded its credit limit. I believe NS looks at the orders Total and then adds either the Overdue Balance or the Consolidated Overdue Balance (from Customer) and checks if it exceeds the customer's Credit Limit. If this is correct, could we do a single case statement using one formula field to handle both scenarios above or would we need two formula fields? One to check Overdue Balance and the other to check Consolidated Overdue Balance

You could try:

CASE

WHEN ({amount} + {customermain.consoloverduebalance} > {customermain.creditlimit}) OR

({amount} + {customermain.overduebalance} > {customermain.creditlimit})

THEN 1

ELSE 0

END

OK, thanks - will try that