This function lets you calculate and display subtotals of the preceding regular rows.
To add a subtotal row in a document, choose
and select the Visible and Active checkboxes of the option Type. The Type column appears in the relevant document. Choose and .A subtotal line summarizes all regular lines from the previous subtotal line, the first document line, or subtotals from the previous level.
You can add a subtotal row to any line in the document.
SAP Business One recalculates the subtotal with every change. For example, deleting a row may lead to a change in the subtotal values.
You copy subtotal rows to target documents the same way you copy regular rows. If you have not copied the whole document; the subtotal is recalculated according to the values of the target document.
When a subtotal row is created, the Item Description field displays Subtotal. You can modify the value if required.
Subtotal summary amounts appear in the Total and Freight columns respectively.
Rows of Alternative Item type are not included in the subtotal calculation.
You can create an unlimited number of subtotal levels. However, the special design that defers one subtotal level from another is limited to the 3 levels only.
The following table is taken from a sales quotation. The rows with no value in the Type column are regular rows that contain items.
Level |
# |
Type |
Item No. |
Quantity |
Price |
Total (Doc) |
---|---|---|---|---|---|---|
1 |
001 |
10 |
15 |
150 |
||
2 |
002 |
5 |
20 |
100 |
||
Level 1 |
3 |
|
250 |
|||
4 |
005 |
3 |
10 |
30 |
||
5 |
006 |
4 |
70 |
280 |
||
Level 1 |
6 |
|
310 |
|||
Level 2 |
7 |
|
560 |
|||
8 |
008 |
1 |
50 |
50 |
||
9 |
007 |
2 |
100 |
200 |
||
Level 1 |
10 |
|
250 |
|||
11 |
011 |
5 |
30 |
150 |
||
12 |
012 |
5 |
25 |
125 |
||
Level 1 |
13 |
|
275 |
|||
Level 2 |
14 |
|
525 |
|||
Level 3 |
15 |
|
1085 |
Rows 3 and 6 are first level subtotal rows, calculated as follows:
150 (row 1) + 100(row 2) = 250 (row 3)
30 (row 4) + 280 (row 5) = 310 (row 6)
Rows 10 and 13 are first level subtotal rows, calculated as the sum of the regular rows above them.
Row 7 is a second level subtotal row, calculated as follows:
250 (row 3) + 310 (row 6) = 560 (row 7)
Row 14 is a second level subtotal row, calculated as the sum of rows 10 and 13.
Row 15 is a third level subtotal row, calculated as follows:
560(row 7) + 525(row 14) = 1085 (row 15)