Platform Trigger - Consolidated Line Quantity Totals

[Sterio, Louis]

Submitter: Anonymous

Business Need: Below is an example of how to use formulas in a Platform document template/trigger to sum up a field in Purchasing line items and place the total in a custom field on the header of the purchasing document.

Pre-Requisite: Ensure that Platform Services are enabled for your account.

Tool Limitations:

• Run in offline mode only

FAQ's:

• None

Installation Steps:

1. Navigate to Platform Services->Objects.
2. Search and select the object for your purchasing transaction definition making sure that the integration name is PODOCUMENT.
3. Navigate to the Platform document templates section and create a new template.
4. Give it any name and any template type. For the template body, use the below and save the template:

<update_potransaction key="{!PODOCUMENT.DOCID!}">
  <customfields>
    <customfield>
      <customfieldname>TOTAL_QTY</customfieldname>
      <customfieldvalue>#EVAL[ var total = 0;
      {!#LOOP_BEGIN.all#PODOCUMENTENTRY@DOCHDRID@[email protected]!}
      total += {!PODOCUMENTENTRY.QUANTITY!}
      {!#LOOP_END.all!}
      return total; ]</customfieldvalue>
    </customfield>
  </customfields>
</update_potransaction>

5. Navigate to the trigger section and create a new trigger of type ‘Intacct API‘.
   • Make sure the trigger is deployed.
   • Select the trigger activations needed. (Minimum should be ‘After create’)
   • Give the trigger a name.
   • Check the ‘Run offline’ checkbox.
   • For the Document template, choose the template created in step 4.
   • Save the trigger.

Fields:

• TOTAL_QTY custom field on header level of purchasing transaction in scope

Usage Steps:

• Create purchasing transaction with multiple line items and quantities

Edited January 12 by Sterio, Louis