How to add Totals at bottom of Lines

Summary

Step-by-step instructions to add totals at the bottom of “Purchase order lines” section or “Invoice Journal.”

Body

How to add totals at the bottom of “Purchase order lines” section or “Invoice Journal” section:

  1. Go into any purchase order
  2. In “Lines”, go down to Purchase order lines:

Points to Net Amount column in the purchase order lines view

  1. This is especially helpful when you are working in a blanket order (unit price is $1.00): the difference between the “Net amount” and the “Deliver remainder” should equal the total “Invoice amount”: $5,500 – $1,671.95 = $3,828.05. Right-click at “Net Amount” column, move cursor down to “View column totals" and select “Sum”:

Points to View Column totals menu option and Sum nested menu option

  1. It will automatically put the total at the bottom of the lines and it will save this function for all of the POs you view:

Points to total row resulting from the previously described steps

  1. You can do this for “Invoice Total” too: At top ribbon, click on “Invoice” and then go to Journals and then “Invoice”:

Shows the locations of the invoice options

  1. Right-click on “Invoice amount” then “View column totals”, then “sum” (like above):

       Shows the location of the invoice Amount column

  1. It adds the Sum total at the bottom of your screen:

Shown the sum total calculated field to the bottom of the invoice screen

  1. This is especially helpful when you are working in a blanket order (unit price is $1.00): the difference between the “Net amount” and the “Deliver remainder” should equal the total “Invoice amount”: $5,500 – $1,671.95 = $3,828.05Image showing the difference between the “Net amount” and the “Deliver remainder” being equal the total “Invoice amount”

 

 

 

Details

Details

Article ID: 154204
Created
Fri 11/22/24 4:34 PM
Modified
Wed 12/4/24 1:51 PM