Aaron McCausland
04/30/2025, 5:12 PMCeligo AI
04/30/2025, 5:13 PMAI generated answer (using internal Slack threads):To get the conversion rate of a unit of measure on a transaction line in the Advanced PDF Template without hard-coding the conversion rates, you can use the
unitstypeuom
field. This field contains the conversion rate for the unit of measure used in the transaction.
Here's how you can do it:
1. Identify the unitstypeuom
for the transaction line. This is the internal id of the units from your transaction.
2. Use this unitstypeuom
to get the conversion rate. You can find it under "uom" in the Units Type Records Catalog entry.
3. Once you have the conversion rate, you can use it to convert the quantity and rate to the transaction units. To do this, divide your quantity by the conversionrate
and multiply your rate by the same.
Here's an example of how you can do this in a formula:
code
Quantity (Transaction Units) = Quantity (Base Units) / Conversion Rate
Rate (Transaction Units) = Rate (Base Units) * Conversion Rate
Please note that this method assumes that the conversion rate is stored in the unitstypeuom
field and that the quantity and rate are initially in base units. If this is not the case, you may need to adjust the formula accordingly.
******
Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
04/30/2025, 5:13 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.816005528
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.813352466
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.812264085
Celigo AI
04/30/2025, 5:13 PMAaron McCausland
04/30/2025, 5:14 PMCeligo AI
04/30/2025, 5:15 PM