Visual Catpro
  

Doc Totals

Doc Total is to specify the fields required in totals area of a document. You may add fields like Discount, Postage, Cartage etc. After opening a total style following screen appears:

graphic

Here the above screen divided in three parts. In First part it shows the standard total items. You may choose the desired fields from that list.

In second part it shows the selected total fields for this total style. You add any new field if required by clicking on 'Add UDF' button.

The third part is the list of properties for a field. You may set the properties for applying font, format etc.

Add the desired fields and click on Save button to save total style.

In total style we have to carefully set the order of the fields.

GROSS_AMOUNT
DISCOUNT
SALE_TAX
GRAND_TOTAL

Suppose above shown is the field order. That creates a big mistake. See the table shown below:
  
Field
Value
GROSS_AMOUNT
100.00
DISCOUNT @ 2%
2.00
SALE_TAX @ 4%
0.08
GRAND_TOTAL
98.08

Now See Gross Amount is 100.00 Discount 2% applied on gross amount and Sale Tax 0.08 applied on discount which is wrong. Sale Tax should be applied on Gross Amount - Discount. So all the calculation becomes wrong.

In such a case you have to add user defined field by clicking on Add UDF button. When you click on Add UDF button. It prompts you to specify the field name. Specify tot1 in that and set the following order of fields.
  
Field
Value
GROSS_AMOUNT
100.00
DISCOUNT @ 2%
2.00
tot1
98
SALE_TAX @ 4%
3.92
GRAND_TOTAL
101.92

Above field order do the exact calculation. You should carefully check the order of the fields. Always make an invoice and check the calculation.

Now all the inbuilt fields are self explanatory. We discuss the field properties. We may select the different properties for different fields.

  
Property
Description
TotAmtField
In this property we have to specify the database field of the selected field. The DB field is already specified for the standard/inbuilt fields.
graphicTotApplyExcise
 
TotApplyOnColumn
In this property you may specify the column name to whom this column is based. 
TotApplyOnField
In this property you may specify the DB field name to whom this column is based. 
graphicTotApplySaleTax
 
TotDate1
Specify the date from which you want to start using this total field.
TotDate2
Specify the date from where you want to stop using this total field.
TotDefaultAmount
You may specify the default amount for this field.
TotDefaultPercent
You may specify the default % for this field.
TotDocTitleField
You may specify the Title field. If Titles are stored in database. This may be used in case of Sales Tax field because sales tax title stored in database.
TotDontPrint
Set this property 'True' if you don't want to print this total field.
graphicTotDontShowPerc
 
TotFontBold
Set this property 'True' if you want to print this field in bold characters
TotFontName
Specify the font name for this field in windows based printing.
TotFontNameDos
Specify the font name for this field in dos mode printing.
TotFontSize
Specify the font size for this field for printing.
TotHide
Mark this property 'True' if you want to hide this field.
graphicTotIndex
 
TotMaxAmount
You may specify the maximum amount for this field. Suppose we don't want to give discount more then 1000 Rs. In such a case you may use this property.
TotMaxPercent
You may specify the maximum % for this field. Suppose we don't want to give discount more then 5%. In such a case you may use this property.
graphicTotMustPrint
 
TotName
Specify the total field name here.
TotPercent
Mark this property 'True' if you want to input % for this field.
TotPercentField
Specify the DB field for storing % for this field.
TotPercentText
You may specify the text which you wants to appear instead of % symbol.
TotPosition
This is a read only field. It shows the position of the selected field.
TotPostingCode
Here you may select the account code where you want to post the amount for this field.Like Round Off amount should be posted in round off account. If you want to adjust the amount in sales account then specify -1 here.
graphicTotPostingVatClass
 
TotReadOnly
Mark this property 'True' if you want to make this field read only.
TotReduce
Mark this property 'True' if you want to reduce the amount of this field from total amount. You may also mark 'False' to add the amount in total field.
TotRoundOff
Following options are available:-
0-2
Amount will be rounded off to specified decimal places.
+
Amount will be rounded off to next rupee.
-
Amount will be rounded off ignoring the fraction.
r
Round off the total amount to nearest rupee
Round off the total amount to next rupee.
 
TotShowOnAmt
Mark this property 'True' if you want see that this field is applied on how much amount.
TotStyle
It shows the total style name. This is a read only property.
TotTDSType
 
TotTitle
Specify the title to print for this field.
graphicTotTitleField
 
graphicTotTotal
 
TotUnderline
Mark this property 'True' if you want to print a line above the field.
graphicTotUseAcHead