WD97: How to Modify the Sales Tax Form Field in Invoice.dot (196881)


The information in this article applies to:

  • Microsoft Word 97 for Windows
This article was previously published under Q196881

SUMMARY

This article describes how to change the Sales Tax Form Field Options for the Invoice and Purchase Order templates so that your results automatically update with a sales tax amount.

MORE INFORMATION

To modify the Invoice or Purchase Order template so that the Sales Tax field is updated automatically, follow the steps:

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

    ValuPack\Template\Word folder on the Office 97 or Word 97
    CD-ROM into the \Program Files\Microsoft Office\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 Visual Basic Editor.
  4. On the Edit menu, click Find. In the Find What box, type "SetFormResult" (without the quotation marks), and then click Find Next. Click Cancel to quit 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.
Modification Type:MajorLast Reviewed:11/14/2000
Keywords:kbhowto kbtemplate KB196881
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