C Barrett
New Member
- Joined
- Jul 14, 2016
- Messages
- 13
Quick Rundown:
I have a Purchase Order template into which I type Product Codes. The template uses lots of lookup functions to populate the rest of the fields such as Item Description, Vendor, Price, Item Number, Type, etc. from an equipment database. It also automatically sums all prices in the template before I send it off for approval.
The Problem:
I now want to break down that total into Type (i.e. New Equipment, Supplies, Warehouse, Repair Parts) to have a better representation of costs. I have already updated my database with every item's category, and added a lookup function to pull each item's category into the purchase order.
To achieve the categorized totals, I am manually sorting the template by Category, and creating sum functions, then copying and special pasting the sum values so I can re-sort the template by Vendor for easier ordering.
I'm looking for any way to automate those category totals.
I have a Purchase Order template into which I type Product Codes. The template uses lots of lookup functions to populate the rest of the fields such as Item Description, Vendor, Price, Item Number, Type, etc. from an equipment database. It also automatically sums all prices in the template before I send it off for approval.
The Problem:
I now want to break down that total into Type (i.e. New Equipment, Supplies, Warehouse, Repair Parts) to have a better representation of costs. I have already updated my database with every item's category, and added a lookup function to pull each item's category into the purchase order.
To achieve the categorized totals, I am manually sorting the template by Category, and creating sum functions, then copying and special pasting the sum values so I can re-sort the template by Vendor for easier ordering.
I'm looking for any way to automate those category totals.
