Hello, I'm trying to do a calculated field in Report Writer for the SOP blank quote form to make an expiration date field from the 'Document Date' field in the Header section from the "Sales Transaction Work" table to auto calculate 90 days from the document date. Calculations seem a little tricky and i just could not get favorable results. Any help or advice would be awesome! Thanks gurus.
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Thank You Leslie and Sanjay!
Open the report in report writer
At tool box select calculated field - click new
At calculated filed defination window
1) Enter name of calculated filed - ExpiresOn
2) Change result type to Date
3) select sales transaction work at resources drop down
4) select document date at field
5) hit add
6) click on "+" operator
6) click on constants tab
7) ensure the type is integer
8) enter 90 at constant
9) hit enter for constant
10) hit add
11) click ok
Now the ExpiresOn field will appear at your calculated fileds which you can use in the report.
Hi Leslie, thanks for the quick response. Can you tell me the steps you took to get this to work?
Hi Joe,
Does the setting on the Sales Quote Setup window not work for you? I would normally just put '90' in that field and the system calculates the date automatically.
What am I missing?
Kind regards,
Leslie
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