Pushing MRC/NRC Totals as Variables to Word Outputs
For Administrators
Following are the steps on how to sum up Monthly Recurring Cost (MRC) and Non-Recurring Cost (NRC) totals and push them as variables to Word outputs:
- You will need to update the raw BaseInfo Tab.
- Create two new variables within the DocVariables Named Range; one for MRC and one for NRC.
- &MRCTotal& for Monthly Recurring Total (example)
- …and &NRCTotal& for Non-Recurring Total (example)
- Make sure there are no spaces before, after or within your variable name.
- Make sure your new Variables are within the DocVariables range.
- For MRC use the SUMIF formula to calculate all of the PriceCat Names that you want to be included in that total.
- The syntax for the formula is: =SUMIF(Item,”[MSRP, or Sell, or Cost][Item Name]”,ItemTotal)
- Use the Pricing Category name from the Pricing Tab. Example: “MitelMonthlyMVB”
- Choose whether you want to total the MSRP, Sell, or Cost
- In this example I want to total all of the Sell prices for my monthly recurring categories, so I would use: =SUMIF(Item,”SellMitelSubscription1″,ItemTotal)+SUMIF(Item,”SellMitelSubscription2″,ItemTotal)+SUMIF(Item,”SellMitelMonthlyMVB”,ItemTotal)+SUMIF(Item,”SellMitelMonthlyND”,ItemTotal)+SUMIF(Item,”SellMitelMonthlyPeripherals”,ItemTotal)+SUMIF(Item,”SellMitelMonthlyTP”,ItemTotal)
- For NRC use a formula to calculate all the other pricing minus the MRC to make sure you capture all other MSRP/Sell/Cost totals.
- Example: =EquipSvcsSell-[cell address where MRC is totaled]
- Test your formulas in a live quote to ensure they are calculating correctly and that you have not misspelled anything or missed an important part of the formula.
Add a Variable to your Output
- In Library Manager, open the Doc Section in which you want to add the MRC and/or NRC totals variable or create a new DocSection for the totals.
- Enter the Variables on the Doc Section (see example)
- Save and Close
- Test the output
Example:
Helpful Resources: