I have a portal on my Purchase Order layout that shows all payments based upon the purchase order number on the main layout. The payment history table and the PO table are linked by the PO #. I created a summary that shows the PO total less payments = balance. The problem is the payments total that is a summary field in the payments table won't update when the PO number is changed unless you click in the field and then out of it. Please help.

Try using a aggregate function of Sum (Payments) instead.

I have tried that but it only gives me the first amount listed in the portal and not the sum of all.

OK just put DUH on my forehead. I created a calculated sum field like you mentioned in the PO table and referenced the amount in the payments table. Before I was using the summary of amount field from the payments table in my balance equation. Using the calculated field from the PO table works and updates the total after changing the PO number. Thank you.

I have tried that but it only gives me the first amount listed in the portal and not the sum of all.

No, use the Sum() on the same relationship used for your portal. So if your portal is displaying records from the PaymentHistory table, then it would be

Sum (PaymentHitory::PaymentAmt), and then balance would be POTotal - cTotalPaymentAmt

**Edit: Glad you figured it out.

Edited March 26, 200718 yr by Guest
Posted already