I need to display a summation of the amount field on the invoice record from any invoice detail where the invoice detail was taxed.
Example:
Invoice Detail 1: Amount $10.00 - Tax $1.00 - Extended Amount - $11.00
Invoice Detail 2: Amount $100.00 - Tax $12.00 - Extended Amount - $112.00
Invoice Detail 3: Amount $50.00 - Tax $0 - Extended Amount - $50.00
On the invoice level, I would want to show a taxable sales amount of $110.00 as those are the only taxable invoice details. I am not sure how best to achieve this, Workflow, roll-up, or calculated field. My first thought was workflow where it would run on each invoice detail line and if it meets the criteria, add it to a field on the invoice. I can populate the first invoice detail of $10.00 but unable to keep the $10.00 and then add the $100.00 for the next line. I am new to this and any ideas would be welcome.
Thanks,
Jason
