Invoice: summary from many records

[merkaba22]

I originally posted this as a portal question but am suspecting that the solution can be better found in creating a summary for Invoices. I haven't much experieince in this area so I really could use a head's up:)

Here's what I got and what I'd like to see:

File one with five records, each with a JobNumber_Status Calc:

Job Number: AA

Record number 1

Item Type: A

Qty: 3

StatusCalc: 0

Job Number: AA

Record number 2

Item Type: B

Qty: 4

StatusCalc: 0

Job Number: AA

Record number 3

Item Type: B

Qty: 5

StatusCalc: 0

Job Number: AA

Record number 4

Item Type: C

Qty: 6

StatusCalc: 0

Job Number: BB

Record number 5

Item Type: A

Qty: 7

StatusCalc: 0

File Two: For Invoicing

Record One:

Job Number AA.

Instead of:

Item Type: A Qty: 3

Item Type: B Qty: 4

Item Type: B Qty: 5

Item Type: C Qty: 6

Item Type: A Qty: 7

I would like to see:

Item Type: A Qty: 3

Item Type: B Qty: 9

Item Type: C Qty: 6

Any suggestions?

[-Queue-]

Your original thread has been deleted since it was screwed up. Otherwise, I would have deleted this one.

Do NOT double-post.

Thank you.

[BobWeaver]

You can do this easily if you do your reporting in File One, using sub-summary parts. You simply omit the body part of the layout and put in a sub-summary by item type. You can have a relationship back to File Two in order to display any job related info in the report.

[merkaba22]

Hey, thanks!

Just got around to working on this Invoice layout and I could get the summary fields to report correctly.

But,so far, I don't see how to create a relationship to display the sub-summary totals in the second file -- I can't seem to pick up the articulation in a portal and I tried to duplicate the sub-summary layout in another file with related fields and somehow didn't see how to do it ....