Defining Totals (Payment Application Grid and Summary Payment Application Grid)
In uDesigner, you can define the Total property for a particular Data Element (DE) (in case of Payment applications Business Processes (BPs) and Summary Payment Application BPs) for the Standard Tab form.
Note:
This feature is not available for other types of BPs.
You can define the Total in three ways:
- Blank: There will be no value (empty) in the Total column when the Total field is defined as "Blank" for a data element, within the element properties.
- Sum of All Rows: The Total column will contain the value for the "Sum of All Rows" when the Total field is defined as "Sum of All Rows" for a data element, within the element properties.
- Use Formula Definition: The Total column will contain the value for the "Formula Defined" when the Total field is defined as "Use Formula Definition" for a data element, within the element properties.
The following table shows the default values in the Detail form, based on the DEs:
| Data Definition (DD) | Default Value |
|---|---|
| Currency Amount | Sum of All Rows |
| Integer Amount | Sum of All Rows |
| Decimal Amount | Sum of All Rows |
| Pickers (all types) | Blank |
| BP Creator | Blank |
| Drop-Downs (Pull-downs) (all types) | Blank |
| String description (all types) | Blank |
| Short description (all types) | Blank |
For DEs having Data Definitions (DDs) other than the Currency Amount, Integer Amount, and Decimal Amount, when you try to add/modify the total property, Unifier displays an alert message: This data entry is not suitable for defining total.
This condition is also applicable to DDs such as:
- Date pickers
- Data pickers
- BP pickers
- BP Creator
- Drop-Downs (Pull-downs) (all types)
- String description (all types)
- Short description (all types)
When you select Total, in the element properties, a new window opens and based on the data element (where the Total property has been modified), the default value will be selected.
For DEs having the DDs Currency Amount, Integer Amount, and Decimal Amount, Unifier enables the options "Blank" and "Sum of All Rows," and the default selection will be "Sum of All Rows."
If the data element contains a formula that has been defined in the element properties, the Use Formula Definition is enabled.
If you select "Use Formula Definition," then the same formula that is defined on the data element is used to calculate the Total.
If you reset the DE that has a defined formula (formula defined) to manual, the Total is reset to "Sum of All Rows."
For Amount DE, the blank option is always disabled; therefore, the Amount DE is calculated by using "Sum of All rows" and "Use Formula Definition."
Note:
The value 0 (zero) is used as the preference for data elements that:
- Have the following data definitions set to "Blank" in uDesigner: Currency Amount, Integer Amount, Decimal Amount
- Are used in any formula
- Are used to auto-populate in the upper form or details form.
Unifier does not allow you to define a formula, in the Element properties, for the special DEs in Payment applications BPs and Summary Payment Application BPs that have predefined formula.
If you try to define a formula, Unifier displays an alert message: This data entry is not suitable for defining formula. The following is a list of special DEs:
- %Complete to Date (uuu_spa_per_comp)
- Amount This period (uuu_spa_amt_tp)
If there are any exiting custom-defined formulas on % (percent) Complete to Date (uuu_spa_per_comp), the exiting custom-defined formulas are retained.
If the DE is reset to Manual, Unifier displays the confirmation message: <DE name> will not be available for defining formula after resetting the data element to Manual. Do you want to continue?
After reset, the values for the DEs (in run-time) are calculated based on the system predefined formula, and you will not be able to add a formula after the reset.
For %Complete to Date (uuu_spa_per_comp), the "Use Formula Definition" option is enabled whether it is DE-defined as Manual Entry or Formula.
For existing BP records, if you had added a custom formula, and the total was being calculated as "Sum of All Rows," you will have the option to use the formula definition, if needed.
For existing BP records, if you use the predefined system formula, you will have the option to calculate Total based on the system based formula.