Question

Cumulative "amount" field for invoices

Laserfiche How To

Updated June 27, 2017

asked on June 26, 2017

We use LaserFiche for Accounts Payable and we typically have invoices that have multiple items on them that get coded to different account codes. This results in two, three or up to 10 "amounts" being listed in fields. I am looking to see if there is a way to add a field that automatically adds up the separated amounts so it can easily be checked against the invoice to make sure the amounts add up correctly.

Anybody have any idea if this is possible?

Thanks in advance!

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Replies

replied on June 26, 2017

The most straight forward way would probably be to build a Laserfiche Workflow that adds up all the Amount fields for you. Essentially, the Workflow would retrieve the Amount values, add the values up using the calculation activity and then store the value back to a Total field. The trick would be to figure out when you want the workflow to trigger in your process (Workflow starting rules can be triggered on different types of changes to the document).

The other way you could accomplish this is if the values are being retrieved from a SQL database, you could perform the arithmetic operations in SQL and then retrieve the values as part of a dynamic field.

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replied on June 26, 2017

In Forms 10+, if you click on a field's options, and then click on advanced, you can use formulas based on the Open Formula standard to do calculations. For example, we use these calculations to sum the total for a mileage reimbursement:

You can use any variable across an active business process, or use workflow to retrieve totals from others.

This link to Laserfiche's administration guide has more details/examples:

https://www.laserfiche.com/support/webhelp/Laserfiche/10/en-US/administration/#../Subsystems/Forms/Content/FieldCalculations.htm?Highlight=sum

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replied on June 27, 2017

Thanks for the responses guys. We haven't started using forms yet, but will hopefully be getting that up and running soon. I'll push our LaserFiche IT designee to create a workflow like the one you describe, Wesley. Should be a welcomed feature for all involved in our AP process.

Thanks again!

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Cumulative "amount" field for invoices

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