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QuoteWerks Knowledgebase Topic (Article ID 6471)
Formula - Using COST as Subtotal and Grand TotalThis information applies to : |
Article ID 6471 Created/Updated July 2, 2008 Category Print Layouts
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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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