Running Balance of Bonuses & Charges

[Elizabeth Dixon]

I have a Staff library, an Awards library and a Charges library, and an Account library. The Awards and Charges library have link to entry fields to the Staff library and to the Account library.

The employee receives awards in the form of bonuses.  This is recorded in the Awards library to track his/her type of award.  It is in the form of an internal type of currency called Bonuses that they can spend on items within the company.

The employee receives fines in the form of charges.  This is recorded in the Charges library.  It also is in the form of an internal type of currency called Charges 

I need to have a running balance of Bonuses and Charges.  I have been researching this problem for some time now and just saw Mmm's example but not sure how to get it to work.  And I think David's script running balance script also might work too but was confused on how to do it within the 4 libraries.

Example:  Employee A

In the Awards library there are two entries for Employee A.

Received a Bonus of 50 on Jan 1st

Received a Bonus of 25 on Jan 31st

Based on Mmm's script I think it would look like this:

First entry 

50.00 the bonus amount on Jan 1

50.00 is now the current bonuses balance on Jan 1

Second entry

25.00 the bonus amount on Jan 31

75.00 is now the current bonuses balance on in the Awards library on Jan 31

In the Fines library

Received a Charge of 10.00 on Feb 1

Received a Charge of 12.00 on Feb 15

First entry

10.00 is the charge amount on Feb 1

10.00 is now the current charges balance on Feb 1

Second entry

12.00 is the charge amount on Feb 15

22.00 is now the current charges balance on Feb 15

Then I need a running balance in the Account library for Employee A to show

Total bonuses minus total charges.

$75.00 - $22.00 = $53.00

Maybe I am doing this all wrong.  Can I please have help on how to achieve this?

Beth

[Er Mo]

Hallo Beth

Ich würde das in einer Bibliothek zusammenfassen . Also Prämie und Gebühren in Plus und Minus . Ein Auswahlfeld für Prämie und Gebühren und von diesen Abhängig machen was für Felder angezeigt werden ( zB Eingabe der Prämir oder Eingabe der Gebühr ) So ergibt die Summe für diesen Mitarbeiter den Kontostand .

Hello Beth
I would summarize this in a library. So bonuses and fees in plus and minus. A selection field for bonuses and fees and make the fields displayed dependent on these (e.g. entering the bonus or entering the fee). This way the total for this employee gives the account balance.

Ernst

[Elizabeth Dixon]

Hallo Ernst, also in der Account-Bibliothek, richtig?  Mmms Skript dort einrichten?  Ok, das werde ich versuchen.  :)

Hi Ernst, so in the Account library right?  Set up Mmm's script there?  Ok, I will try that.  :)

Beth

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[Mmm]

Если ссылаетесь на какой-то скрипт, добавляйте ссылку на сообщение, если этот скрипт из другой темы.

Со стороны может сложно понять о чем речь.

Скрипт МММ для решения не нужен.

Вариант решения с полями JS.

Поля размещаются в библиотеке "Account".

На примере Awards.

let lb = 'Awards'; //имя библиотеки  "Awards"
let fd = 'Account'; //имя поля-записи библиотеки "Account" в библиотеке "Awards"

let abc = 'Bonus'; //имя числового поля с количеством бонусов

let sum = 0;
let e = entry();

let ee = e.linksFrom(lb, fd); //массив записей библиотеки  "Awards", которые ссылаются на текущую запись библиотеки "Account"

if (ee.length === 1) {
    sum = ee[0].field(abc):

} else if (ee.length > 0) {
    ee.map(a => sum += Number(a.field(abc))); //имя числового поля с количеством бонусов

}

/*

//Округление до 2 знаков, если нужно

if (sum > 0) {

    sum = sum.toFixed(2);

}

*/

sum;

Второе поле JS для Charges сделайте самостоятельно. 

Третье поле JS показывает разницу между полями 1 и 2.

Скрипты полей JS должны выполняться в реальном времени.

Скрипт не проверял, нет возможности создавать тестовые библиотеки.

воскресенье, 16 февраля 2025 г. в 23:58:46 UTC+3, mement...@gmail.com:

[Mmm]

Тестовый вариант:

https://mementodb.com/s/9Deu5Dh5a

https://mementodb.com/s/JBPpnGy07

https://mementodb.com/s/kCH4VuMWK

понедельник, 17 февраля 2025 г. в 13:23:31 UTC+3, Mmm:

[Elizabeth Dixon]

Thanks Mmm!  Testing your libraries now.  :)

Beth

To view this discussion visit https://groups.google.com/d/msgid/mementodatabase/8faea77a-433e-4d02-8e91-cca7038ccdc1n%40googlegroups.com.

[Mmm]

Решение найдено? Тестовые библиотеки из облака можно удалять?

среда, 19 февраля 2025 г. в 07:01:45 UTC+3, mement...@gmail.com:

[Elizabeth Dixon]

Hi Mmm, things are crazy around the house at the moment , I downloaded so ok to remove from cloud.  Will take me a few days to get back to that issue.

Beth

To view this discussion visit https://groups.google.com/d/msgid/mementodatabase/47f6d88b-cc1f-4859-99db-f1c8fc44df3bn%40googlegroups.com.