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Benedict Yeo 6Benedict Yeo 6 

Record Type used for Negative Quantities

I would like to allow our salespeople track credit notes on my Salesforce org using an Invoice object that was created. We are going to create a separate record type "Credit Notes" for that.

Are we able to change the signs for the quantities and amounts from positive in the records to negative for reporting? So for example, as a record, I might have 2 items with a value of $100 as a line item, but in our reporting, this reports as -2 items with a value of -$100?

Thanks in advance!
Best Answer chosen by Benedict Yeo 6
YuchenYuchen
One solution may be create two new Formula fields, the value should be the negative of Quantity/Amount, then you can pull those Formula fields directly in your Report to show the negative value.

All Answers

YuchenYuchen
One solution may be create two new Formula fields, the value should be the negative of Quantity/Amount, then you can pull those Formula fields directly in your Report to show the negative value.
This was selected as the best answer
Benedict Yeo 6Benedict Yeo 6
this solves my problem! thanks!!