I would like to create an invoice where product lines are grouped and quantity and price are summed for the group.
Let’s say I have 5 product line items on my opportunity. All line items are for the same “Event Ticket” product. An attribute on the product line item, Ticket Type, differentiates line items, such that I have 3 Student tickets and 2 Adult tickets.
| Product | Ticket Type | Qty | Sales Price | Total Price |
|---|---|---|---|---|
| Event Ticket | Student | 1 | $10 | $10 |
| Event Ticket | Student | 1 | $10 | $10 |
| Event Ticket | Student | 1 | $10 | $10 |
| Event Ticket | Adult | 1 | $12 | $12 |
| Event Ticket | Adult | 1 | $12 | $12 |
On my invoice output, I want to see 2 line items with summing of quantity and Total Price at the group level and a Grant Total Price:
| Product | Ticket Type | Qty | Sales Price | Total Price |
|---|---|---|---|---|
| Event Ticket | Student | 3 | $10 | $30 |
| Event Ticket | Adult | 2 | $12 | $24 |
| Grand Total Price | $54 |
I do not want to see 5 line items listed out.
I have successfully used Grouping to display all line items and grouped by a given attribute, but in this case, I only want to see the summary line(s). I envision starting this process from the individual opportunity record.
How do I setup the data relationship?
How do I setup the Word doc template?
Does anyone have an example that I could use to get me started?
