Below are steps how to show the Total Gross Profit for invoice item lines on the invoice
- Create a custom Transaction line field counting the gross profit on an item
- Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New
- Label, e.g. "Gross Profit"
- Type of field set to Currency
- Turn off the Store Value checkbox
- Applies To subtab > check the Sales Item checkbox
- Display subtab > Display Type set to Disabled
- Validation & Defaulting subtab > set Default Value as "{amount} - ({custcolpurchaseprice}*{quantity})" (the custcolpurchaseprice is another custom currency type of field sourcing the Purchas Price from Item record)
- Click Save
- Create a summary saved search to sum the amount of profits for the items
- Navigate to Reports > New Search > Transaction
- Click on Create Saved Search button
- Search Title e.g. "Total Gross Profit on Invoice"
- Public checkbox turned on
- Criteria subtab > Filter; add Type filter and set it to "value any of Invoice" and click Add
- Results subtab > remove all columns, add Gross Profit (Custom) (the custom field from step #1) and set Summary Type to Sum
- Available Filters subtab > only Internal ID should be set as the filter
- Click Save
- Create a custom transaction body field to display total gross profit
- Navigate to any Invoice record Transactions > Sales > Create Invoices > List > click edit for any invoice
- Customize > New Body Field
- Create a Label, e.g. "Total Gross Profit"
- Type as Decimal Number
- Store Value checkbox turned off
- Applies To subtab > Sale checkbox turned on
- Display subtab > set Subtab as Accounting and Display Type as Inline Text
- Validation & Defaulting > Search set to "Total Gross Profit on Invoice"
- Click Save
- Check the results on invoice
- Navigate to any invoice and review the Accounting subtab to make sure that the new Total Gross Profit custom field is present
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