I've got an app which is tracking penalty accruals and cutting off further accruals once a max amount has been met. For this I need the summary of the net penalty amounts

net penalty amount (formula - currency):

in the test case below I've got the annual max set as $10,000; net penalty amount should be $10,000 for the first line and $0 for the second line since the max amount was met.

if I cannot take the snapshot before calculating the current penalty, any thoughts on a workaround? Thanks everyone for taking a look at this.

*before**adding the new penalty; since it is taking a summary of the net penalty field, it is including the one that I am currently using in the calculation.*net penalty amount (formula - currency):

If([Gross Penalty Amount]+[PG CYTD]>[annual max penalty],[PG CYTD] is a lookup of the summary field for the total of "net penalty amount" for that particular service level agreement.

[annual max penalty]-[PG CYTD],

[Gross Penalty Amount])

in the test case below I've got the annual max set as $10,000; net penalty amount should be $10,000 for the first line and $0 for the second line since the max amount was met.

if I cannot take the snapshot before calculating the current penalty, any thoughts on a workaround? Thanks everyone for taking a look at this.