Total cost price of quote products

Hi Nathan Morrison,

The relationship you want to use for rolling up the cost of the quoted line items in a Sugar Logic formula is $products. The following formula gives me a rollup of individual cost of each line item on a quote:

rollupSum($products,"cost_usdollar")

Here are a few notes about the formula:

1. The formula provides you a roll up of the cost price of a single unit for each line item in your base currency.
   1. If you want to account for multiple units of a single item being sold, create a calculated field on the Quoted Line Items module to multiple the quantity by the cost_usdollar field. Then update the formula above to reference that calculated field instead of "cost_usdollar".
   2. I do not recommend using "cost_price" in any calculation as that is a value based on the specific currency associated with that line item. Using this field corrupts aggregate reporting and potentially even within the quote itself if multiple line items have different currencies.
2. The formula unconditionally sums all line items on the quote. If you want to only sum line items with a specific characteristic, use the rollupConditionalSum formula.

I hope that helps!

Chris

Thanks Chris that is a tremendous help.

Especially the multiple item work around.

Regards,

Nathan

Hi Chris Raffle
is something similar possible to get a total sum for Qty by Group within the Group totals?

Hi Vincent Amari

Can you kindly explain your requirements in details? I'm pretty sure it is possible, I just need to better understand your request before providing a solution.

hi @André

I was referring to use cases when Quoted Line items are within groups, and currently on screen we on see the value Grand total per group, some customers would also like to add total quantity count of items within each group on screen and ideally also as a template merge field.

Thank you for explanation Vincent Amari

Definitely it is possible and we play that all the time for customers.

Basically you need to create the quantity in the module Product Bundles and setup the sugarLogic formula which calculates it based on its QLIs.

Finally you can add this new custom calculated field on either view quote-data-group-header or quote-data-group-footer of ProductBundle module. Obviously you need to copy the core viewdefs to custom folder and update it accordingly.

Any ProductBundle field is reachable by SugarPDF engine.

Good luck!