Need help adding field values.

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Hello All. I'm trying to add revenue values (Field=Billed Amount ) to determine a Year-To-Date value. So I need to add all fields in the column related to this year.
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Bill Bingham

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Posted 1 year ago

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Chris, Champion

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Go into the properties for the field Billed Amount. In the section Numeric Field Options/Totals and Averages, check the totals box.

You can set your report to group by year on Billed Amount. There will be a total for Billed Amount at the end of each year's group in the report.

hope this helps.

(Edited)
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Bill Bingham

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Hi Chris.  Thanks so much for your reply.  I've done the above & see the total, but I need that total to appear in a field so I can reference/access it elsewhere.
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Chris, Champion

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Excellent! Now when you have this saved, go back to the relationship view and move the [Sum Billed Amount] summary field to the Monthly Invoices table as a lookup field. This does NOT remove it from the parent, but just makes an instance of it in the child. Note it will be in all child records, so you will manipulate it in reports.
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Chris, Champion

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Now, create some Invoicing records. The [Related Record] field has to be resident in the Invoicing form.
(Edited)
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Bill Bingham

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Alrighty!  I see it working - as well as my issue.  It does add the total values but only if / when the amounts are saved.  It doesn't "refresh" to add all historic invoices.  So if I open & save each I should be OK, yes?
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Chris, Champion

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Exactly, the form rule was added later. so yes, you're correct that you'll have to resave them, but do that in Grid edit mode so you can so all of them in seconds.