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QuoteWerks Knowledgebase Topic (Article ID 6387)

Formula - Deposit

This information applies to :

Article ID
6387

Created/Updated
January 5, 2009

Category
Print Layouts


Are you using the most current release of QuoteWerks?
Version 5.5 Build 1
Question:

How can I show a deposit in the print layout to display the deposit amount and then total amount remaining that is owed after deposit


Solution:

You will need to edit your print layout and add the following two formula fields:

Formula 1:

- In the Layout Designer, click the "Formula" button

- Give the formula a name - for example: depositform1

- Now copy and paste the following formula:
.if.documentitems->description="Deposit".then.documentitems->extendedprice*(-1)

- After pasting the formula, click "ok" and then position the formula in the report footer in the lower left hand corner of the Report Footer.

- After positioning the formula, double-click it and change the decimal places to "2," change the Summarization Type to "Value" and check the checkmark labeled "invisible"

NOTE: It is important that you type the word "Deposit" EXACTLY as shown (minus the quotation marks) since the formula is case sensitive!



Formula 2:


- In the Layout Designer, click the "Formula" button

- Give the formula a name - for example: depositform2

- Now copy and paste the following formula:
calc->depositform1+documentheaders->grandtotal

- After pasting the formula, click "ok" and then position the formula above the grand total

- After positioning the formula, double-click it and change the decimal places to "2" and the Summarization Type to "Value"

Tip: To the left of the formula, you will want to add a label field and call it, for example, "Deposit"

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