wildcard or contains: cost of all items starting with /travel
D
Debra Rettich
started a topic
9 months ago
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
M
Matt Rose (matt@prestigequoting.com)
said
9 months ago
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.
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.
Matt Rose (matt@prestigequoting.com)
said
9 months ago
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?
Debra Rettich
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.
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.
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Sorted by Newest FirstDebra Rettich
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
Matt Rose (matt@prestigequoting.com)
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.
Matt Rose (matt@prestigequoting.com)
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
Debra Rettich
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.
Matt Rose (matt@prestigequoting.com)
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?
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