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Platform Trigger - Consolidated Line Quantity Totals


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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


  • 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!}">
      <customfieldvalue>#EVAL[ var total = 0;
      {!#LOOP_BEGIN.all#PODOCUMENTENTRY@DOCHDRID@[email protected]!}
      return total; ]</customfieldvalue>
  1. 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.


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

Usage Steps:

  • Create purchasing transaction with multiple line items and quantities
Edited by Sterio, Louis
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