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Filter sales order by order total

  • September 13, 2024
  • 5 replies
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Hi, I am trying to get the total of the sales order (together with all the charges/discounts) I tried using the field [SOOrder.CuryOrderTotal] but when I tried to get the sum, it seems that it is getting the sum of all the line items. Do I filter them and how?

Thanks so much in advance!

Best answer by Crisel

Chris Hackett wrote:

Hi @Crisel were you able to find a solution? Thank you!

No, we did not use the SUM function. We just added the field column. This topics can be closed. Thank you.

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5 replies

BenjaminCrisman
Acumatica Employee
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  • Acumatica Support Team
  • 729 replies
  • September 13, 2024

@Crisel It might help to see more of the report and more of what you’re trying to capture. Not sure if you can just move the amounts into a grouping section and group by order number or you’ll need to make a variable and then total the variable instead?

https://community.acumatica.com/analytical-reports-238/how-to-add-a-column-with-the-running-total-from-another-column-in-a-report-6739

This was the only topic I could find at the moment, but I’m sure I’ve seen others regarding getting a total using a variable if needed


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  • Author
  • Freshman II
  • 14 replies
  • September 13, 2024
BenjaminCrisman wrote:

@Crisel It might help to see more of the report and more of what you’re trying to capture. Not sure if you can just move the amounts into a grouping section and group by order number or you’ll need to make a variable and then total the variable instead?

https://community.acumatica.com/analytical-reports-238/how-to-add-a-column-with-the-running-total-from-another-column-in-a-report-6739

This was the only topic I could find at the moment, but I’m sure I’ve seen others regarding getting a total using a variable if needed

Thanks so much for the reply. I am trying to modify the “Daily Sales Orders - Entered” and the values for these fields are “=sum([SOLine.CuryLineAmt]*-[SOLine.InvtMult])” but it doesn’t seem to be considering the surcharge and discounts. When I tried to use the inspect element I thought I could use the field Order Total which is =[SOOrder.CuryOrderTotal]. However when I tried to use the sum in the groupFooterSection it seems that it got the total of all the orders.  

 

I noticed there’s a filter set(as in screenshot below) but as I understand this filter should reflect in the groupFooterSection too and not get all orders’ total. 

 


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  • Author
  • Freshman II
  • 14 replies
  • September 19, 2024

Anyone else encountered odd behavior on using the SUM function in the report designer? Thanks in advance.


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2786 replies
  • November 13, 2024

Hi @Crisel were you able to find a solution? Thank you!


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  • Author
  • Freshman II
  • 14 replies
  • Answer
  • January 14, 2025
Chris Hackett wrote:

Hi @Crisel were you able to find a solution? Thank you!

No, we did not use the SUM function. We just added the field column. This topics can be closed. Thank you.


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