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QuoteWerks Knowledgebase Topic (Article ID 6471)

Formula - Using COST as Subtotal and Grand Total

This information applies to :

Article ID
6471

Created/Updated
July 2, 2008

Category
Print Layouts


Are you using the most current release of QuoteWerks?
Version 5.5 Build 1
Question:
I need to create a print layout that uses extened cost to display as my grand subtotal. I also need to use the extended cost to calculate as my grandtotal, including tax and shipping. What modification will I need in my print layout to achieve this?


Solution:

In order to achieve your desired results, this will require the use of 2 formula fields:

First formula:

- Click the "Formula" button at the top of the Layout Designer and assign the formula the name: subtotalform

- In the formula field window, copy and paste the following syntax:
DocumentItems->ExtendedCost

- Click OK to position the formula field where the Extended Cost field used to be.

- After positioning the formula, be sure to double-click the formula to format as you need to (i.e., decimal places, curreny symbol, etc.) Make sure for this formula, the summarization type is set to "Total."



Second Formula:

After you have positioned the first formula...

- Click the "Formula" button at the top of the Layout Designer and assign the formula the name: grandtotalform

- In the formula field window, copy and paste the following syntax:
calc->subtotalform+DocumentHeaders->TotalTax+DocumentHeaders->ShippingAmount

- Click OK to position the formula field where you want to display the grand subtotal amount

- After positioning the formula, be sure to double-click the formula to format as you need to (i.e., decimal places, curreny symbol, etc.) Make sure for this formula, the summarization type is set to "Value."

- Save the changes to your layout and close the layout designer

- Preview the layout

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