Calculate Order Value Function in Naologic Actions

The Calculate Order Value function is used to perform calculations on sales orders without creating or saving them. This function focuses solely on computing order values, such as item totals, taxes, and shipping costs, using specified data sources.

What is the Calculate Order Value Function?

This function is designed to calculate the total value of a sales order based on connected data documents. Unlike similar functions, it does not create or save the sales order but only computes the necessary values for reference or further processing.

How to Add the Calculate Order Value Function

While editing the desired installed action:

1. Click on the "Add Function" button inside the action edit modal.

2. Search for "Calculate Order Value" in the list of available functions.

3. Select the function to include it in the action.

4. Configure the function by specifying the following fields and connections:

   • Process Type: Define the type of process being executed, such as "Order Data."

   • Account Document: Specify the document containing account-related details.

   • Items Document: Select the document containing the order items.

   • Sales Document: Choose the sales document for which the order value is being calculated.

   • Sales Shipping Document: Specify the shipping document for calculating shipping costs.

   • Sales Settings Document: Link the settings document governing sales and shipping configurations.

   • Price Lists Document: Select the price lists document that contains pricing rules and details.

   • Price List Data Document: Specify the document that stores individual price list data.

5. Save the action settings.

Once configured, the function will calculate the order values based on the connected documents without making any changes or additions to the system.

The Calculate Order Value function is an efficient tool for scenarios where order value calculations are required without the need for storage or updates, ensuring accurate computations for further use in workflows.