Tuesday, November 20, 2018

Round off Total Amounts to Hundredths on Transaction Search

Steps to Reproduce:

1. Navigate to Reports > New Search.

2. Select Transaction type.

3. Click the Create Saved Search button.

4. Under the Criteria tab > Standard subtab, set the following:
-- Type = Invoice
-- Main Line = True

5. Under the Results tab > Columns subtab:
-- Set Show Totals checkbox to True.
-- Name = Group
-- Amount = Sum
-- Formula (Numeric) | Summary Type = Average | Function = Round to Hundredths | Formula = {amount}*.111
6. Rename the Search.
7. Click Save & Run.
 

Actual Result:

Customer 1     0.06
Customer 2     5.23
Customer 3    21.72
Total              27.00654

Expected Result:

Customer 1     0.06
Customer 2     5.23
Customer 3    21.72
Total              27.01

Solution:

Change the Formula from Formula (Numeric) to Formula (Currency). 

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