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Adam Zinman
Posted: Tuesday, October 21, 2008 10:45:43 PM
Rank: Advanced Member
Groups: Member

Joined: 10/21/2008
Posts: 40
Points: 60
Location: sydney
Can anyone tell me if they have sorted out this issue with calculating and displaying the sub-total field in the templates yet.

Thanks
Gavin Phillips
Posted: Thursday, October 23, 2008 9:06:44 PM

Rank: Administration
Groups: Member

Joined: 5/22/2008
Posts: 38
Points: -225
Location: Galloway
Adam Zinman wrote:
Can anyone tell me if they have sorted out this issue with calculating and displaying the sub-total field in the templates yet.

Thanks

I gather from conversations with Debi this problem is now resolved by starting with a default template.
Adam Zinman
Posted: Wednesday, October 29, 2008 3:20:34 AM
Rank: Advanced Member
Groups: Member

Joined: 10/21/2008
Posts: 40
Points: 60
Location: sydney
Gavin Phillips wrote:
Adam Zinman wrote:
Can anyone tell me if they have sorted out this issue with calculating and displaying the sub-total field in the templates yet.

Thanks

I gather from conversations with Debi this problem is now resolved by starting with a default template.


Actually this has not resolved - still not subtotal on any of the template (with both users) this seems to be a general problem. So all subtotals and any tax has to be entered manually.

Any way of an update on this
Adam Zinman
Posted: Wednesday, October 29, 2008 3:21:42 AM
Rank: Advanced Member
Groups: Member

Joined: 10/21/2008
Posts: 40
Points: 60
Location: sydney
Hi Gavin

HAve posted a reply regarding the sub total and tax fields not populating - any news on this as this was never resolved. This applies to all and any templates used withall users
jim durkin
Posted: Wednesday, October 29, 2008 12:53:14 PM

Rank: Advanced Member
Groups: Administration , Moderator

Joined: 2/8/2008
Posts: 617
Points: -313
Location: Denville NJ USA
Sorry, OLP does not support tax calculation at this time for a couple of reasons:

1) In ACT! there is no field to hold the tax information in the Opportuity Table.
2) Tax calculations are regionalized and would require a very large effort on are part to track all variations.
3) Tax rates change every year and we do not have a maintenance program to update these changes.

We did place a tax rate line of the invoice template for the user to enter the tax rate manually.

Hope this helps

thanks
-- jim durkin
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