Statement of Goods and Services

Posted by Rollbase User on 29-May-2012 15:59

A Statement Object (multiple invoices on one page) cannot use a Relationship with Product Line Items due to the fact that each Line Item cannot be identified when mapping records to a PDF template. A Loop function can be used so all records(Line Items) can be mapped to a single big field on the PDF template. However, all product lines appear next to each other and a carriage return cannot be used to separate each product line. Moreover, when creating several relationships to accommodate several invoices (e.g., one relationship with line items for Goods/Products and another relationship with line items for Services of the same of different object), it is unknown whether the Total cost of all goods and services from both sections/invoices can be calculated with Grand Total owe from the Statement on a separate formula field. Is the above accurate? Is there any other way of accomplishing the same results? Please advise! Thanks!

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Posted by Admin on 29-May-2012 16:16

Here is sample Screen Shot of the above scenario:

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