Using Formula Edit
To use a formula to calculate amounts for recurring vouchers:
- Add a voucher line of a formula type in the Recurring Voucher Maintenance form.
- Select the line and click Formula Edit.
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Specify this information to create a formula:
- Line
- This is a system-generated number for the formula line. A formula can have multiple lines.
- Factor
- Specify a value to use as a multiplier against the retrieved transactions.
- Account or Unit
- Select one of these options to edit either the account range fields or the unit range fields.
- Account From and Account To
- Specify the range of G/L accounts used to calculate the amount.
- Unit From and Unit To
- Specify the range of unit codes used to calculate the amount.
- Type
- Specify one of these options:
- Period Start obtains the period start balance of the accounts selected within the range.
- Period End obtains the period end balance of the accounts selected within the range.
- Debit obtains the total of only the debit transactions.
- Credit obtains the total of only the credit transactions.
- Close the form and return to the Recurring Voucher Maintenance form.
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