WD: How to Modify the Sales Tax Form Field in Invoice.dot (118840)

MORE INFORMATION

To modify the Invoice or Purchase Order template so that the Sales Tax field is updated automatically, follow the steps appropriate for your version of Word.

Word 98 Macintosh Edition

Follow these steps:

1. Copy the Invoice and Purchase Order templates from the ValuPack to the Templates folder.

   ValuPack:Templates:Word:Macintosh on the Office 98 or
   Word 98 Macintosh Edition CD-ROM into the Macintosh HD:Microsoft
   Office98:Templates folder.

2. Open the Invoice or Purchase Order template and click Unprotect Document on the Tools menu.
3. On the Tools menu, point to Macro, and then click Macros. In the Macro Name list, click Update_MAIN, and then click Edit.
   
   The macro will be opened in the Visaul Basic Editor.
4. On the Edit menu, click Find. In the Find What box, type SetFormResult, and then click Find Next. Click Cancel to exit the Find dialog box.
   
   SetFormResult will be highlighted.
   
   This section of the macro contains the following two SetFormResult commands:

   WordBasic.SetFormResult  "Amount_" + rownnum$
   WordBasic.SetFormResult "Subtotal"
   					

5. Add a blank line below the last WordBasic.SetFormResult statement, and then type the following command on this blank line:

   WordBasic.SetFormResult "SalesTax"
   						

   NOTE: The capitalization of SalesTax is important.
6. On the File menu, click "Close and Return to Microsoft Word."
7. Double-click the SalesTax form field.
8. In the Text Form Field Options dialog box, select Calculation from the Type list. In the Expression box, enter the formula you want to use to calculate the sales tax. Assuming your sales tax is 6 percent and you are performing the sales tax on the subtotal field, type the following formula in the Expression box for the specific template listed below:

          Template         Formula   Comment
          --------------------------------------------------------------------
   
          Invoice          =D9*.06   where D9 is the table cell reference for
                                     the subtotal amount.
   
          Purchord         =E9*.06   where E9 is the table cell reference for
                                     the subtotal amount.
   					

9. Click OK.
10. On the Tools menu, click Protect Document, select Forms, and then click OK.
11. Save and close the template.

Word 6.x, 7.x

Follow these steps:

1. Open the Invoice or Purchase Order template file.
2. On the Tools menu, click Unprotect Document.
3. On the Tools menu, click Macro.
4. In the Macro Name list select the Update macro, and then click Edit.
5. On the Edit menu, click Find. In the Find What box, type SetFormResult, and then click Find Next. Click Cancel to exit the Find dialog box. SetFormResult will be highlighted.
6. This section of the macro contains the following two SetFormResult commands:

   SetFormResult  "Amount_" + rownum$
   SetFormResult "Subtotal"
   						

   Add a blank line below the last SetFormResult statement and then type the following command on this blank line:

   SetFormResult "SalesTax"
   						

   NOTE: The capitalization of SalesTax is important.
7. On the File menu, click Close. Choose Yes when prompted to save changes to the template.
8. If you are using Windows, double-click the SalesTax field. If you are using the Macintosh, point and click over this field while holding the Control key to access the Shortcut menu. Choose Form Field Options.
9. In the Text Form Field Options dialog box, select Calculation from the Type list. In the Expression box, enter the formula you want to use to calculate the sales tax. Assuming your sales tax is 6 percent and you are performing the sales tax on the subtotal field, type the following formula in the Expression box for the specific template listed below:

           Template         Formula                 Comment
           -------------------------------------------------------------------
           Invoice          =D9*.06   where D9 is the table cell reference for
                                      the sub total amount.
   
           Purchord         =E9*.06   where E9 is the table cell reference for
                                      the sub total amount.
   					

10. Click OK.
11. From the Tools menu, choose Protect Document, select Forms, and then click OK. Save and close the template.

When you create a document based on the template, this field will automatically calculate the percentage of sales tax.