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Sum rows in report


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Sometimes for business reasons, when we create a Purchase Order we might list some Inventory ID’s multiple times.

Eg

Inventory ID XYZ 

Line one has an order for 2 

Line two has an order for 3 

Line three has an order for 1

We would like to show in a report (done in Report Designer) that sums these rows and shows only one row. 

So in the above example we would have only one line appear for XYZ with order qty of 6.

Can anyone suggest how we do this?

 

Best answer by ejmillar

The PO Form (PO641000) has the line items within a groupheadersection.

This section is grouped by POLine.InventoryID, POLine.TransDesc, POLine.UOM and POLine.CuryUnitCost. The quantity is aggregated with the following expression: =Sum([POLine.OrderQty])

I would replicate the setup within this form to group the line items by inventory id. If the POLine.TransDesc is different for each record then remove the field from the group collection.

 

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ejmillar
Varsity I
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  • Varsity I
  • March 11, 2024

The PO Form (PO641000) has the line items within a groupheadersection.

This section is grouped by POLine.InventoryID, POLine.TransDesc, POLine.UOM and POLine.CuryUnitCost. The quantity is aggregated with the following expression: =Sum([POLine.OrderQty])

I would replicate the setup within this form to group the line items by inventory id. If the POLine.TransDesc is different for each record then remove the field from the group collection.

 


Naveen Boga
Captain II
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@steph23  Please review the default Acumatica Sales Order report, so that you get an idea how to sum the lines and display at the header section.


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