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Breakout the sum of different "Doc. Types" on invoice

  • 21 April 2023
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mike2665
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We are trying to get the Applications Lines to print on our invoice. (See below, 1,2,3,4) Then at the bottom will be the sum of Prepayments and Credits. Struggling to create a SWITCH formula or by Sorting and Grouping. Or should I create a subreport to handle this? Has anyone successfully created this in a report?

 

 

 

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Best answer by meganfriesen37 25 April 2023, 19:14

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meganfriesen37
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Try a sub report and then have a variable in your subreport that totals the amount paid that you can reference back in your main invoice

Megan Friesen, Contego Software Solutions, Canada
mike2665
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I have created my subreport but my data form the Reference Number column is not populating when I run the report. Here are my schema settings, can someone take a look to see what I am missing?

 

meganfriesen37
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On the Main Report, on the Subreport:
 

  • Does your Report Name match the name of the subreport file as you’ve saved it in your Acumatica environment?
  • Have you populated your subreport parameters correctly on the main report?
    • I have also seen some weird things when you use the stock “print” option from the AR Invoice screen and if you use @DocType or @RefNbr those fields don’t always flow through correctly.  You should use ARInoivce.DocType and ARInvoice.RefNbr to feed through to the subaccount (it will work if you go to the main report page and do it, but not from the stock “print” button).
Megan Friesen, Contego Software Solutions, Canada

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