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wildcard or contains: cost of all items starting with /travel

We have several travel rates in our system on top of sometimes people creating their own.  On some layouts, I need to total the cost of all travel.  I currently have formulas getting the total for each travel rate then another formula totaling those formulas.  It seems excessive when all of the travel rate manufacturer part numbers begin with /travel.  I've tried % and $ as a wildcard to no avail.


Here is the formula I'm trying, abs(.if.documentitems->manufacturerpartnumber="/TRAVEL%".then.documentitems->extendedcost)


Thanks for the help.


Best Answer

For reference: Debra and I were able to achieve this by looking at the first 'x' characters in the part number.

After a bit of trial and error the layout is working perfectly.


The if.first command was key.  For my own memory, the ",8" means to look at the first 8 characters in the string and we formatted it as total instead of value so it totaled up the cost of all of those lines.

.if.

(first(documentitems->manufacturerpartnumber,8)="/XTRAVEL")

.then.

documentitems->extendedcost

.else.

0

Answer

For reference: Debra and I were able to achieve this by looking at the first 'x' characters in the part number.

After a bit of trial and error the layout is working perfectly.

OK, I think my mockup meets your need.


If you want to have a quick online screensharing session, I'll happily do this for you:https://www.fastsupport.com/704105617


Correct.


It is an internal document.  I don't need a field a field to show the summation, I just need a line on like an internal costing layout to show the summation.  Essential there is a section on the layout after all of the lines showing order total, order profit, order margin, and total travel money in all of that.

To clarify, you wish to total the value of all line items where the manufacturer partner begins with "/travel"


Is this for an internal document? Does it need to display in a field in QuoteWerks, or just display on a layout?


Something like this:

image


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