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Subtotals

You can summarize line amounts in terms of value to create subtotals. These subtotals can later also be shown on the printed reports. At the moment, you can use the subtotals functionality in the following documents:

Area Document Type
Sales Sales Quote, Sales Order, Sales Invoice, Sales Credit Memo, Sales Return Order
Service Service Quote, Service Item Worksheet, Service Invoice, Service Credit Memo

The calculation of subtotals in documents is described using a sales order, but works analogously in the documents mentioned above. To create subtotals, proceed as follows:

Note

The system always calculates the subtotal amount for the lines that are above the last line you selected. For example, if you would like to calculate the subtotal amount for the first two lines, you have to select the first three lines.

  • Use the quick search (ALT+Q) to find the Sales Orders page.
  • Open a sales order.
  • Navigate to the Lines FastTab.
  • Click the selection field in one of the lines and choose Select More.
  • Select the lines that you would like to calculate the subtotal amount for.
  • After selecting the lines, click Line > Get Subtotal in the Lines FastTab.
  • The system then adds a line of the type Comment that shows the subtotal for the selected lines in the Subtotal Amount column.

You have successfully calculated a subtotal amount. You can now calculate more subtotal amounts for other lines or add new lines to the Lines FastTab; the existing subtotal amounts are updated automatically. The subtotal amount(s) are later shown on printed reports.