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Portal Calculation

kpaul551
in Portals

Featured Replies

  • Newbies

I have a portal for inputing checks and when we make a partial payment we input that into the portal. Paid date, check number, amt. paid & running total that subtracts each time we input a check. so when we totally pay up. The running total reaches 0. Can anyone help me with this.

Thanks

I'd be glad to help. What's the problem?

  • Author
  • Newbies

Hi! Here's my problem.

I have 2 db's

A 'Master db'

A 2

The 2 db's are Linked by Ivoice#.

In the 'a db' I want to type in Co Name, Invoice # and then in a portal 'a 2 db' I want to type in Partial payment or the enire amount that is owed. I have 1 field in 'a db'that contains the 'totalamountdue' field. I would like to keep a running subtracting total for that invoice #. This seems simple to do until i tried it.

Scott

1) Make sure your relationship is set to "allow creation of related records."

2) In your portal, make sure the fields are from the related (payments) file, not the current (invoice) file.

3) In the invoice file, calculate the TotalPaid:

Sum(payments::amount)

... and the balance:

InvoiceAmtDue - TotalPaid

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