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Finance | Project Operations, Human Resources, ...
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How to use the 'First Item in Group' RW Display Type

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We sell truckloads of palleted product. Up until recently there had been only one product per truckload. Customers also started asking us NOT to list the price for pallets and shrink wrap as separate line items; rather, they wanted to see a single line on the invoice that included the price for those packaging items.

OK. We still enter orders for our products with separate line items for product, pallets, and shrink wrap. But we had a former Partner modify the RW invoice to use the 'First Item in Group' display type to show only the top item in the list of items on the Order. Then they used the Sum display type to add up Unit Prices and Extended Prices into that one line item.

But now Customers are ordering more than one product per truckload more often. Therefore, the modified invoice rolls up all the line items into that first line. The customer only sees one item on the invoice instead of the two or three s/he ordered.

It occurred to me, as a SQL guy, that the 'First Item in Group' display type implies some sort of grouping mechanism. That is, RW could discriminate between "groups" of items on the invoice. I just couldn't see how one could differentiate between "groups".

That is, if I could designate the first product on the Order and its associated pallets and shrink wrap as Group 1; then the second product on the Order and its pallets/shrink wrap as Group 2; etc., then might that 'First Item in Group' display type be able to tell the "groups" apart and roll up just the pallets and shrink wrap for the "first item" in each group?

Am I over-thinking this?

Sincerely,

Steve Erbach
Green Bay, WI

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