Bill Summary fields
I have tables
Customer information -----< Bills-------< Line items
Customer Services ---------< Line Itmes 2 (2nd occurance)
I have a script that creates a new bill record and finds all the active services for a customer and creates bill line items for them.
I have a layout / report - Bill based on Line Items table that lits all the line items for each customer's inividual bill. I have summary fields (Category subtotal, Bill subtotal, Bill tax subtotal, total due) in the Line Items table that properly display on this report.
I would like to get these bill totals into the Bills table record so I can display just the bill totals via a portal on the customer bills' tab.
I tried to create a loop that puuts the summary fields from the Line Items into a Global and than into the field in the Bills table. Doesn't work.
I am sure there is an elegant solution ... can any of you help?