Method Community

 

Change Estimate Line Total Amount Calculation

Last post 09-15-2014 10:20 AM by Method_Greg. 1 replies.
Page 1 of 1 (2 items)
Sort Posts: Previous Next
  • 09-12-2014 4:35 PM

    Change Estimate Line Total Amount Calculation

    Is there a way to change how the Estimate Line Amount is calculated?  The way it's set up now will not work for us.  We need to show Unit Price on our estimates, and we cannot have a Unit Price that contains fractions of pennies.

    The Amount column is currently calculated from the Quantity, Cost, and Markup.  I need to calculate the Unit Price (Cost X Markup), and THEN calculate the Amount (Unit Price X Quantity).  Can this be done?





  • 09-15-2014 10:20 AM In reply to

    Re: Change Estimate Line Total Amount Calculation

    Hello Randall,

       You can do it with some customization.  First, you can move the columns around in the screen designer.  Second, you can have actions on the column to put values in other columns automatically.  Say for example you enter a cost and markup, you can have it calculate a value for Unit Price on Lose Focus and put a value in the Unit Price field.

    Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
Page 1 of 1 (2 items)