407-248-1481
QuoteWerks Knowledgebase Topic (Article ID 6387)
Formula - DepositThis information applies to : |
Article ID 6387 Created/Updated January 5, 2009 Category Print Layouts
|
|
| 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" |
||
|
|
©1993-2024 Aspire Technologies, Inc.
407-248-1481 (9am-5pm ET M-F)
Please Wait...