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1. Re: Multiple summary fields in final report
In which file have you created your summary report? (It should be created in the "purchases against requisition" file.)
Can you describe the layout of this report in more detail?
" the amount spent and the balance for that requisition are not correct, but appears to be a running total from the previous gorup of records above it in the report"
Did you select the "Print Above" or "Print Below" option for th sub summary part?
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2. Re: Multiple summary fields in final report
I have 2 files: Requisitions and Purchases
The summary is in the "purchases" file. The report layout is as follows:
Company Name Req. # Approved Amt Purchase Code Total Purchases Requisition Balance
Relationship is based on req. no.
Approved amount comes from the related file as does the purchase code.
Total Purchases field is GetSummary( total purchases ,Requisition ID )
Requisition Balance field is Requisitions::RequisitionTotal-Purchases::purchase amt
I have a header and a sub-summary sorted on requisition number. I selected print below on the sub-summary.
When I unchecked the running total box for the total purchases summary field, the report subtracted some of the "Total Purchases" from the" Amount Approved" correctly, but not others.
Example: Found set based on Code 7622
Lightning Electric Co 999-10-0021 300.00 7622 250.00 50.00
Podunk Plumbing 999-10-0065 2500.00 7622 750.00 2495.00
Of the 15 requisitions in the found set, 5 did not subtract correctly and the number of purchases against the requisition does not seem to make any difference.
I am at a loss and would appreciate any suggestions.
Thanks for yur time.
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3. Re: Multiple summary fields in final report
I'm puzzled by a few of the details you just posted.
Total Purchases field is GetSummary( total purchases ,Requisition ID )
This is the definition for a calculation field that uses GetSummary to extract a sub - total from a summary field named as the first parameter in the function. The second parameter, Requisition ID, is the "break" or "sorted by" field. Yet you have the same name as the name of the calculation field and as the name of the summary field. It can't be both. Either Total Purchases is a summary field or it's a calculation field.
Possibly you have two fields, Total Purchases Summary, and Total Purchases with Total Purchases defined as Get Summary ( Total purchases Summary ; Requisition ID) ?
If Total purchases is just to provide a running balance on your report that increases with each item purchased in a given Requisition group, you should simply define it as a summary field and not use Get Summary at all.
Requisition Balance field is Requisitions::RequisitionTotal - Purchases:: Purchase amt
What kind of field is RequisitionTotal? A calculation like: Sum ( Purchases:: Purchase amt ) or is it simply a number field?
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4. Re: Multiple summary fields in final report
Thanks,
Based on your confusion I see how I was confused. I changed the total purchases field to a summary field and it seems to be reporting the right numbers.
Requisition total is a calculation of subtotal + shipping
Subtotal is a claculation of sum(product estimated amount)
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5. Re: Multiple summary fields in final report
Just for your information, Sum ( Product estimated amount ) + Shipping and Product Estimated amount + Shipping should give you exactly the same amount unless product estimated amount is a repeating field.
Sum normally is used in one of these ways:
Sum ( field1; field2; field 3 ) (same as field1 + field2 + field 3) ,
Sum ( repeating field ) (adds up the contents of all the field's repetitions)
Sum ( RelatedTable::field ) (adds up all the values in field from a group of related records.)
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