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Question

Question

field calculations

asked on June 11, 2014

 

I have a customer who is dealing with invoices and would like to know if there is a way to perform calculations to verify amounts. Here is the scenario. They have a 1500.00 dollar invoice that comes in and is split between 3 GL Codes. If they enter in 500 for the first Multi-value GL Code, 500 for the second and 500 for the 3rd. can workflow take those 3 values, add them together and then compare the result to the total amount of the invoice (This is in a field) ? If they don't match then send it somewhere for someone to check. Can this be done with a workflow activity or is it something that is going to have to e written by script?

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Replies

replied on June 11, 2014 Show version history

It can be done in workflow without scripting.

 

 

The workflow would look something like this:

 

 

 

For the Sum Token value you can use the token dialog to apply a sum function to the retrieved field value.

 

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