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New Opportunity Total/ Edit Original Total

New Member
Posts: 2
Country: Ireland

New Opportunity Total/ Edit Original Total

Hi,

My company just bought ACT! 16 Pro,  and i have been tasked with setting it up.

 

I created new Calculated field for calculating the total price of product including VAT and our margin.

However i cannot get it to work with the Total of the whole opportunity.

So my Question is how can i either create a new total field which would add up the Prices from individual Products or edit the existing Total field to add the values from my price field instead of the value from "Subtotal".

 

Thanks,

 

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: New Opportunity Total/ Edit Original Total

The opportunity Total field is calculated from the products in the added to the opportunity. It's a system field and can't be directly modified. What you want to do with a separate total field likely can be done with some SDK programming but not at the user level of the ACT! program.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: Ireland

Re: New Opportunity Total/ Edit Original Total

Thank you for your reply.

 

So what are my options then? How am i supposed to implement VAT and margin at the same time?

Bronze Elite Contributor
Posts: 2,545
Country: New_Zealand

Re: New Opportunity Total/ Edit Original Total

Integrate Act! with accounting, anything else is painfull.  

Graeme Leo
Xact Software - consultants and developers
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