Show the Total Gross Profit and Total Gross Profit Percentage on Invoice

Scenario

Show Total Gross Profit for Invoice Item Lines in the Invoice.

 

Solution

1. Create Custom Transaction Line Field 

1. Navigate to Customization > Lists, Records, & Fields > Transaction Line Field > New
2. Label: Enter Label
3. Example: Purchase Price
4. ID: Enter purchaseprice
5. Type: Select Currency
6. Store Value: Remove Checkmark
7. Click Applies To tab
8. Sale: Enter Checkmark
9. Click Sourcing and Filtering tab

• Source List: Select Item
• Source From: Select Purchase Price

1. Click Save

2. Create Custom Transaction Line Field 

1. Navigate to Customization > Lists, Records, & Fields > Transaction Line Field > New
2. Label: Enter Label
3. Example: Gross Profit
4. Type: Select Currency
5. Store Value: Remove Checkmark
6. Click Applies To tab
7. Sale: Enter Checkmark
8. Click Display tab
9. Display Type: Select Disabled
10. Click Validation & Defaulting tab
11. Default Value: Enter {amount} – ({custcolpurchaseprice}*{quantity})
12. Click Save

3.  Create Transaction Saved Search

1. Navigate to Lists > Search > Saved Searches > New
2. Click Transaction
3. Search Title: Enter Title
4. Example: Total Gross Profit on Invoice
5. Public: Enter Checkmark
6. Click Criteria
7. Click Standard
8. Filter:

• Select Type 
• Description: Select any of
• Value: Select Invoice
• Click Set

1. Click Results
2. Click Columns
3. Click Remove All
4. Field:

• Select Gross Profit (Custom)
• Summary Type: Select Sum

1. Click Available Filters 

• Select Internal ID 

1. Click Save

4. Create Custom Transaction Body Field

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
2. Label: Enter Label
3. Example: Total Gross Profit
4. Type: Select Currency
5. Store Value: Remove Checkmark
6. Click Applies To tab
7. Sale: Enter Checkmark
8. Click Validation & Defaulting tab
9. Search: Select Total Gross Profit on Invoice
10. Click Save