Formula help
I am trying to figure out how to apply 1 incoming payment to many invoices. I have 3 tables Clients, Invoices and payments, each client has many invoices. Client usually m...
We just tackled this ourselves this week. And our solution is as follows. Sounds very similar
We have Accounts and Invoices. We setup a "Transactions" table and "Transactions relationships" table. One to Many Many to One Scenario with Transaction Relationships being the joining table. When creating a Transaction the User also chooses a Related Account. The form will then populate the open invoices related to the Account on the form with the ability to mark the invoices in grid edit as Paid in Full using a checkbox, or enter a Partial Paid Amt using a Currency Field. They save the form which updates the math on the Transaction and then they "Apply the Transaction" which runs a pipeline and creates all the necessary Transaction Relationships to apply the amounts to the invoices and keep the transaction straight. If this is the route you want to explore, Id be happy to go into more detail. Very similar to what Chayce posted, but the form allows us to have more control over what invoices are paid and then a pipeline does the work.
------------------------------ Michael Knecht ------------------------------
This is exactly what I am looking for, and would love more details as too building this out. I have only built a a couple of pipelines, so anything you are will to share from your tables/fields setup, forms and relationships to the pipeline steps would be awesome!
------------------------------ Kelly Lyons ------------------------------
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help","id":"message:22408","revisionNum":1,"repliesCount":6,"author":{"__ref":"User:user:30001"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"conversation":{"__ref":"Conversation:conversation:22408"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:22408"},"body@stripHtml({\"truncateLength\":200})":" Formula help \n \n I am trying to figure out how to apply 1 incoming payment to many invoices. I have 3 tables Clients, Invoices and payments, each client has many invoices. Client usually m...","body@stringLength":"3308","rawBody":"
Formula help
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I am trying to figure out how to apply 1 incoming payment to many invoices.I have 3 tables Clients, Invoices and payments, each client has many invoices. Client usually makes 1 payment which I need to apply to several invoices at one time.
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Can I set up a checkbox that would trigger a formula to divide the payment equally among all the invoices for that client that have a status of balance due?
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Forn example, Client A has 10 invoices with a status of balance due totaling $10,000.00 and we receive a single payment of $7500.00 which I want to divide among these invoices via my payments table.
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To complicate things, I have another field in my payments table that automatically calculates the write off amount.Then I have a formula field which takes the invoice amount due – payment received – write off amount = $0.00 (all invoices always have to have a zero balance to close them out.
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Originally, I had this set up through my Clients table.I had a summary field for all invoices with a balance due and then 2 summary fields – payment amt and write off total from my payments table, which worked fine.However, I have added AR aging to the invoices table and now the payments are not being deducted accurately from the AR since the total AR is calculated in the Clients table.Any ideas on how to tackle this???
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------------------------------ Kelly Lyons ------------------------------ ","kudosSumWeight":0,"postTime":"2023-11-14T13:49:00.000-08:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:22408_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":33},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"customFields":[],"body":"
Formula help
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I am trying to figure out how to apply 1 incoming payment to many invoices.I have 3 tables Clients, Invoices and payments, each client has many invoices. Client usually makes 1 payment which I need to apply to several invoices at one time.
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Can I set up a checkbox that would trigger a formula to divide the payment equally among all the invoices for that client that have a status of balance due?
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Forn example, Client A has 10 invoices with a status of balance due totaling $10,000.00 and we receive a single payment of $7500.00 which I want to divide among these invoices via my payments table.
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To complicate things, I have another field in my payments table that automatically calculates the write off amount.Then I have a formula field which takes the invoice amount due – payment received – write off amount = $0.00 (all invoices always have to have a zero balance to close them out.
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Originally, I had this set up through my Clients table.I had a summary field for all invoices with a balance due and then 2 summary fields – payment amt and write off total from my payments table, which worked fine.However, I have added AR aging to the invoices table and now the payments are not being deducted accurately from the AR since the total AR is calculated in the Clients table.Any ideas on how to tackle this???
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------------------------------ Kelly Lyons ------------------------------ "},"Conversation:conversation:22408":{"__typename":"Conversation","id":"conversation:22408","solved":false,"topic":{"__ref":"ForumTopicMessage:message:22408"},"lastPostingActivityTime":"2024-04-10T11:51:58.693-07:00","lastPostTime":"2024-04-10T11:51:58.693-07:00","unreadReplyCount":6,"isSubscribed":false},"ModerationData:moderation_data:22408":{"__typename":"ModerationData","id":"moderation_data:22408","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"Revision:revision:22408_1":{"__typename":"Revision","id":"revision:22408_1","lastEditTime":"2023-11-14T13:49:00.000-08:00"},"ForumReplyMessage:message:22410":{"__typename":"ForumReplyMessage","id":"message:22410","conversation":{"__ref":"Conversation:conversation:22408"},"author":{"__ref":"User:user:29846"},"revisionNum":1,"uid":22410,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"subject":"Re: Complex formulas help","readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:22410"},"parent":{"__ref":"ForumTopicMessage:message:22408"},"body":"
We just tackled this ourselves this week. And our solution is as follows. Sounds very similar
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We have Accounts and Invoices. We setup a \"Transactions\" table and \"Transactions relationships\" table. One to Many Many to One Scenario with Transaction Relationships being the joining table. When creating a Transaction the User also chooses a Related Account. The form will then populate the open invoices related to the Account on the form with the ability to mark the invoices in grid edit as Paid in Full using a checkbox, or enter a Partial Paid Amt using a Currency Field. They save the form which updates the math on the Transaction and then they \"Apply the Transaction\" which runs a pipeline and creates all the necessary Transaction Relationships to apply the amounts to the invoices and keep the transaction straight. If this is the route you want to explore, Id be happy to go into more detail. Very similar to what Chayce posted, but the form allows us to have more control over what invoices are paid and then a pipeline does the work.
------------------------------ Michael Knecht ------------------------------ ","body@stringLength":"1214","rawBody":"
We just tackled this ourselves this week. And our solution is as follows. Sounds very similar
\n
We have Accounts and Invoices. We setup a \"Transactions\" table and \"Transactions relationships\" table. One to Many Many to One Scenario with Transaction Relationships being the joining table. When creating a Transaction the User also chooses a Related Account. The form will then populate the open invoices related to the Account on the form with the ability to mark the invoices in grid edit as Paid in Full using a checkbox, or enter a Partial Paid Amt using a Currency Field. They save the form which updates the math on the Transaction and then they \"Apply the Transaction\" which runs a pipeline and creates all the necessary Transaction Relationships to apply the amounts to the invoices and keep the transaction straight. If this is the route you want to explore, Id be happy to go into more detail. Very similar to what Chayce posted, but the form allows us to have more control over what invoices are paid and then a pipeline does the work.
------------------------------ Michael Knecht ------------------------------ 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Hi Michael,
\n\n
This is exactly what I am looking for, and would love more details as too building this out. I have only built a a couple of pipelines, so anything you are will to share from your tables/fields setup, forms and relationships to the pipeline steps would be awesome!
\n\n
------------------------------ Kelly Lyons ------------------------------ ","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"213","kudosSumWeight":0,"repliesCount":0,"postTime":"2023-11-22T08:21:00.000-08:00","lastPublishTime":"2023-11-22T08:21:00.000-08:00","metrics":{"__typename":"MessageMetrics","views":44},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:connect/community:kqufx49752board:quickbase-discussions/message:22408/message:22411","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"readOnly":false,"editFrozen":false,"body@stringLength":"427","rawBody":"
Hi Michael,
\n\n
This is exactly what I am looking for, and would love more details as too building this out. I have only built a a couple of pipelines, so anything you are will to share from your tables/fields setup, forms and relationships to the pipeline steps would be awesome!
\n\n
------------------------------ Kelly Lyons ------------------------------ ","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:22411_1"},"latestVersion":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}}},"Revision:revision:22411_1":{"__typename":"Revision","id":"revision:22411_1","lastEditTime":"2023-11-22T08:21:00.000-08:00"}}}},"page":"/forums/ForumMessagePage/ForumMessagePage","query":{"boardId":"quickbase-discussions","messageSubject":"complex-formulas-help","messageId":"22408","replyId":"22410"},"buildId":"q_bLpq2mflH0BeZigxpj6","runtimeConfig":{"buildInformationVisible":false,"logLevelApp":"info","logLevelMetrics":"info","openTelemetryClientEnabled":false,"openTelemetryConfigName":"quickbase","openTelemetryServiceVersion":"25.2.0","openTelemetryUniverse":"prod","openTelemetryCollector":"http://localhost:4318","openTelemetryRouteChangeAllowedTime":"5000","apolloDevToolsEnabled":false,"inboxMuteWipFeatureEnabled":false},"isFallback":false,"isExperimentalCompile":false,"dynamicIds":["./components/seo/QAPageSchema/QAPageSchema.tsx","./components/community/Navbar/NavbarWidget.tsx","./components/community/Breadcrumb/BreadcrumbWidget.tsx","./components/messages/TopicWithThreadedReplyListWidget/TopicWithThreadedReplyListWidget.tsx","./components/messages/RelatedContentWidget/RelatedContentWidget.tsx","./components/community/FooterWidget/FooterWidget.tsx","./components/customComponent/CustomComponent/CustomComponent.tsx","./components/messages/MessageView/MessageViewStandard/MessageViewStandard.tsx","./components/community/FooterWidgetHelpLink/FooterWidgetHelpLink.tsx","./components/community/KhorosLogo/KhorosLogo.tsx","../shared/client/components/common/List/UnstyledList/UnstyledList.tsx","./components/messages/MessageView/MessageView.tsx","./components/messages/MessageView/MessageViewInline/MessageViewInline.tsx","../shared/client/components/common/Pager/PagerLoadMore/PagerLoadMore.tsx","./components/customComponent/CustomComponentContent/HtmlContent.tsx","./components/customComponent/CustomComponentContent/TemplateContent.tsx","./components/customComponent/CustomComponentContent/CustomComponentScripts.tsx"],"appGip":true,"scriptLoader":[]}
