Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 6592 days old. Please don't post here. Open a new topic instead.

Recommended Posts

  • Newbies
Posted

Hello everyone - my first post!

At school I have budgetary control over 5 areas - a sizeable amount of money.

I have customised the included Purchase Order template in 8.5 Pro to produce these orders for me.

My question, how do I get FM to do the following:

As a purchase order is created, add the total of this order to the total of previous purchase orders - a running total of my spend in each budget area. I'm sure this must be fairly straight forward - I just can't get anywhere with it at all!

Once I have this running total calculating correctly, I will be able to subtract it from my annual allocated budgets to see how much money I have left in he pot to buy more things for the children at school.

Appreciate any help.

Thanks everyone!

Seth

  • Newbies
Posted

Just answered my own question... needed to create a summary field and then all became clear!

Thanks.

This topic is 6592 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.