Hello. Is it possible to building a Sales quote with inventory items and labor lines that when it’s printed or emailed, it only shows one line for parts and one for labor with their totals and with an alternate description for the two lines?
Answer
Group items on a Sales Order quote to print one price and alternate description
Best answer by lauraj46
Hi
As
The line details would typically be placd in the footer section for the group. To show an alternate description, you could use a formula like this in the Value property for your test field:
=iif([InventoryItem.StkItem]=True, ‘Parts’, ‘Labor’)
To display the total amount for the group, you could use the a formula like this:
=sum([SOLine.CuryLineAmt])
I do plan to touch on these topics in the webinar. Looking forward to seeing you there. The course S150 on the Acumatica Open University is also a great resource!
Laura
+3Hi
While it would be difficult to give you step-by-step instructions how to exactly achieve your goal, the Report Designer does have some good “tricks” that may help you. At a high level, something like Grouping by some common value perhaps, like Item Class, and then adding some different conditional formattings to get your alternate description in there.
In all honesty, taking
+8Hi
As
The line details would typically be placd in the footer section for the group. To show an alternate description, you could use a formula like this in the Value property for your test field:
=iif([InventoryItem.StkItem]=True, ‘Parts’, ‘Labor’)
To display the total amount for the group, you could use the a formula like this:
=sum([SOLine.CuryLineAmt])
I do plan to touch on these topics in the webinar. Looking forward to seeing you there. The course S150 on the Acumatica Open University is also a great resource!
Laura
Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.