Introduction

You can configure up to five Free: Amount fields in a request type. The fields are useful if you want to calculate or record monetary or numerical value of up to two decimal points for your custom data interpretation. The fields can be used to automatically perform mathematical operations based on the data from two other fields, which include values from Free: Number, other Free: Amount, Amount, Amount (Realized), Amount (Pricelist), and Amount (Realized - Pricelist) fields.

Description

The following describes only the settings specific for the Free: Amount fields. For more information on the menu path, roles and rights, buttons, and other settings available in most request fields, see Customizing Request Type Fields (Main Document).

• Search keyword: Type "free" in the Name box and click Refresh. Click a Free: Amount field to add and configure the field in the request type. You may have to click Next at the bottom of the fields selection page to find the field.
• Automatic label: In a generated request form, the automatic label is the same as the field name. Since free fields are for custom data where the interpretation of the data is according to your preference, consider customizing the Label section to enable users to understand the purpose of the fields.

Default section

Default

Type the default amount from 0.00 to 9,999,999.99 to be entered in the Free: Amount field of a newly-created request. A user can change the default amount unless you have disabled the editing of this field for a relevant status of the request in the Edit section.

If the Calculation section is configured, the default amount will be replaced with the calculated amount once the request is posted to the system such as by submitting or saving the request. The user can also click Calculate to calculate the amount from the two source fields selected in the Calculation section and the calculated amount will replace the default amount.

Calculation section

Field 1

Select Free: Number, Free: Amount, or Amount as the first source field for the amount calculation.

Note: You can select the same Free: Amount you are configuring as the first source field. In this case, when the user click Calculate, the system will use the current value in the amount field as the first source field to perform the calculation and replace the current amount with the calculated amount. However, if the current Free: Amount field is blank, no calculation will be performed even if there are values in the second source field.

Field 2

Select Free: Number, Free: Amount, or Amount as the second source field for the amount calculation.

Note: You can select the same Free: Amount you are configuring as the second source field. In this case, when the user click Calculate, the system will use the current value in the amount field as the second source field to perform the calculation and replace the current amount with the calculated amount. However, if the current Free: Amount field is blank, no calculation will be performed even if there are values in the first source field.

Operator

Select the mathematical operation to perform on the values from the first and second source fields:

• Plus (+) - Select this to add the source value in Field 1 with the source value in Field 2.
• Minus (-) - Select this to subtract the source value in Field 2 from the source value in Field 1.
• Multiply - Select this to multiply the source value in Field 1 by the source value in Field 2.
• Divide (/) - Select this to divide the source value in Field 1 by the source value in Field 2.
• Field 1 * (Field 2/100) - Select this to multiply the source value in Field 1 by the percentage of the source value in Field 2.
• (Field 1 / Field 2) % - Select this to calculate the percentage of the source value in Field 1 to the source value in Field 2.

Related document

• Customizing Request Type Fields (Main Document)