JDL129
asked on
I need to display a running total in VS2008 C# CR
Hey CR guys!!
I need to display a running total for each statement printed for a monthly statement period.
I have a beginning balance which should be added to an Item total for each transaction TYPE which could be 'CHG' which would always be positive, 'PAYMENT' which would always be a negative, or 'ADJUSTMENT' which could be either. These would be totaled and printed at the bottom with a "Please pay this amount" label and then set to 0 for the next statement.
Thanks for your help!!
Jerry
I need to display a running total for each statement printed for a monthly statement period.
I have a beginning balance which should be added to an Item total for each transaction TYPE which could be 'CHG' which would always be positive, 'PAYMENT' which would always be a negative, or 'ADJUSTMENT' which could be either. These would be totaled and printed at the bottom with a "Please pay this amount" label and then set to 0 for the next statement.
Thanks for your help!!
Jerry
ASKER
mlmcc!!!
Thanks for the response!!
In the detail formula I need to evaluate the type of transaction to decide if the total is to be added or subtracted:
If {sp_Statement;1.TYPE} = "CHG" then
MonthlyTotal := MonthlyTotal + {sp_Statement;1.ITEMPRICE}
If {sp_Statement;1.TYPE} = "PAYMENT" then
MonthlyTotal := MonthlyTotal - {sp_Statement;1.ITEMPRICE}
If {sp_Statement;1.TYPE} = "ADJUSTMENT" then
IF {sp_Statement;1.ITEMPRICE}
MonthlyTotal := MonthlyTotal + {sp_Statement;1.ITEMPRICE}
IF {sp_Statement;1.ITEMPRICE}
MonthlyTotal := MonthlyTotal - {sp_Statement;1.ITEMPRICE}
This is what I need it to do but can't make it work.
Thanks,
Jerry
This does subtract a PAYMENT but doesn't add a CHG.
Thanks for the response!!
In the detail formula I need to evaluate the type of transaction to decide if the total is to be added or subtracted:
If {sp_Statement;1.TYPE} = "CHG" then
MonthlyTotal := MonthlyTotal + {sp_Statement;1.ITEMPRICE}
If {sp_Statement;1.TYPE} = "PAYMENT" then
MonthlyTotal := MonthlyTotal - {sp_Statement;1.ITEMPRICE}
If {sp_Statement;1.TYPE} = "ADJUSTMENT" then
IF {sp_Statement;1.ITEMPRICE}
MonthlyTotal := MonthlyTotal + {sp_Statement;1.ITEMPRICE}
IF {sp_Statement;1.ITEMPRICE}
MonthlyTotal := MonthlyTotal - {sp_Statement;1.ITEMPRICE}
This is what I need it to do but can't make it work.
Thanks,
Jerry
This does subtract a PAYMENT but doesn't add a CHG.
Are you sure there are charges?
Is ItemPrice always positive for charge and payment?
Does it handle adjustments correctly?
Did you copy and paste the formula from your report to here?
mlmcc
Is ItemPrice always positive for charge and payment?
Does it handle adjustments correctly?
Did you copy and paste the formula from your report to here?
mlmcc
ASKER
mlmcc!! Do you never sleep? :)
There are charges but the type is "CHG" and they are always to be added to the monthlyTotal.
The PAYMENTS are always positive but should be subtracted from the MonthlyTotal.
The ADJUSTMENTS can be positive or negative and should be handled accordingly.
Yes I did post the formula I came up with but only for the detail. The formula as is doesn't work. I had to change the numbervar to currencyvar. If I just do the PAYMENTS it will work but when I add CHG or ADJUSTMENTS I just get zeros.
Thanks for hanging in there with me!!
Jerry
There are charges but the type is "CHG" and they are always to be added to the monthlyTotal.
The PAYMENTS are always positive but should be subtracted from the MonthlyTotal.
The ADJUSTMENTS can be positive or negative and should be handled accordingly.
Yes I did post the formula I came up with but only for the detail. The formula as is doesn't work. I had to change the numbervar to currencyvar. If I just do the PAYMENTS it will work but when I add CHG or ADJUSTMENTS I just get zeros.
Thanks for hanging in there with me!!
Jerry
I prefer the if then else if structure
Try it this way
WhilePrintingRecords;
Global CurrencyVar MonthlyTotal;
If {sp_Statement;1.TYPE} = "CHG" then
MonthlyTotal := MonthlyTotal + {sp_Statement;1.ITEMPRICE}
Else If {sp_Statement;1.TYPE} = "PAYMENT" then
MonthlyTotal := MonthlyTotal - {sp_Statement;1.ITEMPRICE}
Else If {sp_Statement;1.TYPE} = "ADJUSTMENT" then
IF {sp_Statement;1.ITEMPRICE}
MonthlyTotal := MonthlyTotal + {sp_Statement;1.ITEMPRICE}
Else
MonthlyTotal := MonthlyTotal - {sp_Statement;1.ITEMPRICE}
""
Do all types use the same field for the value?
mlmcc
Try it this way
WhilePrintingRecords;
Global CurrencyVar MonthlyTotal;
If {sp_Statement;1.TYPE} = "CHG" then
MonthlyTotal := MonthlyTotal + {sp_Statement;1.ITEMPRICE}
Else If {sp_Statement;1.TYPE} = "PAYMENT" then
MonthlyTotal := MonthlyTotal - {sp_Statement;1.ITEMPRICE}
Else If {sp_Statement;1.TYPE} = "ADJUSTMENT" then
IF {sp_Statement;1.ITEMPRICE}
MonthlyTotal := MonthlyTotal + {sp_Statement;1.ITEMPRICE}
Else
MonthlyTotal := MonthlyTotal - {sp_Statement;1.ITEMPRICE}
""
Do all types use the same field for the value?
mlmcc
SOLUTION
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ASKER
mlmcc!!
Thanks for the response!! My CR doesn't like the else if. When it hits the first Else If the error message says that the remaining text does not appear to be part of the formula. It will run if I take out the Else's and just make 3 If statments but it appears to only run the last If statement because with PAYMENT as the last all of the CHG values are 0.00. The odd thing though is that the group footer formula has the correct total. Go figure???
James,
Good idea!! You can tell I was never good at arithmetic. :)
Jerry
Thanks for the response!! My CR doesn't like the else if. When it hits the first Else If the error message says that the remaining text does not appear to be part of the formula. It will run if I take out the Else's and just make 3 If statments but it appears to only run the last If statement because with PAYMENT as the last all of the CHG values are 0.00. The odd thing though is that the group footer formula has the correct total. Go figure???
James,
Good idea!! You can tell I was never good at arithmetic. :)
Jerry
Remove the ; before the elses
mlmcc
mlmcc
ASKER CERTIFIED SOLUTION
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ASKER
Upping points!
ASKER
Thanks to both of you for the responses!!!!!!!!!!!!! I hope the split is appropriate.
Jerry
Jerry
You're welcome. Glad I could help.
James
James
I assume you have a group on the account number
In the report header add a formula
WhilePrintingRecords;
Global NumberVar MonthlyTotal;
""
In the group header add a formula to reset the total to the current balance
WhilePrintingRecords;
Global NumberVar MonthlyTotal;
MonthlyTotal := {CurrentBalanceField};
""
In the details calculate the total
WhilePrintingRecords;
Global NumberVar MonthlyTotal;
MonthlyTotal := MonthlyTotal + {ItemTotal};
""
IN the group footer to print the amount due
WhilePrintingRecords;
Global NumberVar MonthlyTotal;
MonthlyTotal
mlmcc