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Invoice Sub Summary Question

Featured Replies

  • Author

Hello all,

I have an invoice and am having trouble with my sub-summaries not displaying the data correctly. The following is what I need my invoice to generate:

1. Show all the suppliers that were used on one invoice for one customer by month.

2. Show a total of all line items for that month by invoice number and customer name.

Problems: (Right now I only get 1 supplier line and 1 total in browse mode, in preview mode I get more line items, but no totals or breaks between customers)

I am using the report wizard, but I don't think I am entering the correct fields to be summarized, or I am putting them in the wrong place.

I'm not too sure what parts of the layout to build my invoice. Should I put the line items in the BODY part or does it matter if they are in the HEADER part? Please help explain what should go where, so I can print a simple invoice..Thanx...

Hello all,

I have an invoice and am having trouble with my sub-summaries not displaying the data correctly. The following is what I need my invoice to generate:

1. Show all the suppliers that were used on one invoice for one customer by month.

2. Show a total of all line items for that month by invoice number and customer name.

Problems: (Right now I only get 1 supplier line and 1 total in browse mode, in preview mode I get more line items, but no totals or breaks between customers)

I am using the report wizard, but I don't think I am entering the correct fields to be summarized, or I am putting them in the wrong place.

I'm not too sure what parts of the layout to build my invoice. Should I put the line items in the BODY part or does it matter if they are in the HEADER part? Please help explain what should go where, so I can print a simple invoice..Thanx...

  • Author

Hello all,

I have an invoice and am having trouble with my sub-summaries not displaying the data correctly. The following is what I need my invoice to generate:

1. Show all the suppliers that were used on one invoice for one customer by month.

2. Show a total of all line items for that month by invoice number and customer name.

Problems: (Right now I only get 1 supplier line and 1 total in browse mode, in preview mode I get more line items, but no totals or breaks between customers)

I am using the report wizard, but I don't think I am entering the correct fields to be summarized, or I am putting them in the wrong place.

I'm not too sure what parts of the layout to build my invoice. Should I put the line items in the BODY part or does it matter if they are in the HEADER part? Please help explain what should go where, so I can print a simple invoice..Thanx...

You need to put a sub-summary part after the body, then place the summary fields in the sub-summary part. To see the correct results you also need to sort the records by what you specified for the summary part.

If you place the same summary fields in a Grand Summary part, after the sub-summary part, you will get the grand totals for the record set.

I am assuming that you also know that you can't review the results except in Preview mode or when printed.

You need to put a sub-summary part after the body, then place the summary fields in the sub-summary part. To see the correct results you also need to sort the records by what you specified for the summary part.

If you place the same summary fields in a Grand Summary part, after the sub-summary part, you will get the grand totals for the record set.

I am assuming that you also know that you can't review the results except in Preview mode or when printed.

You need to put a sub-summary part after the body, then place the summary fields in the sub-summary part. To see the correct results you also need to sort the records by what you specified for the summary part.

If you place the same summary fields in a Grand Summary part, after the sub-summary part, you will get the grand totals for the record set.

I am assuming that you also know that you can't review the results except in Preview mode or when printed.

  • Author

Hello,

I have my sub-summaries working now,(thanks), but now how do I do a page break so that only the line items and total for one invoice show. In preview mode I get the line items I need, but I am also getting line items for the following invoice on the same page...

  • Author

Hello,

I have my sub-summaries working now,(thanks), but now how do I do a page break so that only the line items and total for one invoice show. In preview mode I get the line items I need, but I am also getting line items for the following invoice on the same page...

  • Author

Hello,

I have my sub-summaries working now,(thanks), but now how do I do a page break so that only the line items and total for one invoice show. In preview mode I get the line items I need, but I am also getting line items for the following invoice on the same page...

Set your subsummary part to page break after each occurrence.

Set your subsummary part to page break after each occurrence.

Set your subsummary part to page break after each occurrence.

  • Author

I got the right page break now, everything is looking great, Thanks so much for everyone's help, I greatly appreciate it..:0)

  • Author

I got the right page break now, everything is looking great, Thanks so much for everyone's help, I greatly appreciate it..:0)

  • Author

I got the right page break now, everything is looking great, Thanks so much for everyone's help, I greatly appreciate it..:0)

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