Using Formulas in your Document Templates

Formulas/calculations in word are a bit more advanced and can take a bit of time getting used to it. There are some great tutorials online but the best way to learn is by practicing.

Some key things to remember:
-Always use the Insert Field functions
-Never type anything directly into the Mergefield/always use the Edit Field function (an exception to this will be some special characters such as Asterisks(*), Forward Slash(/),Plus(+) etc.)
-Copy and paste will not work, you must use the Insert Field and Edit Field commands in Word
-Always upload the template and test all the values
-For more complex formulas, it’s best to map out what you need before you start
-Some formulas may result in a “Syntax Error!” or “REF#” especially in the Extras section, in this situation, you may have to add additional Mergefields (such as OptionsRRP) to counteract this

Why do you need formulas in document templates?

BUZ has a logic that ensures all values match and are correct. Because of this, as an example, the RRP and Amount is always multiplied by the Quantity.

Sometimes we need to show the individual unit price and this is where formulas need to be used.
The most common formulas you would use are (+, - , =, /) and IF statement Mergefields.

Here are some helpful Mergefield formatting codes

\* Caps	Capitalizes the first letter of each word.
\* FirstCap	Capitalizes the first letter of the first word.
\* Upper	Capitalizes all letters.
\* Lower	All letters are in lower case.
0 (zero)	Specifies the minimum numeric places to display including leading zeroes. EXAMPLE `{MERGEFIELD current_interest_rate \# 00.00}` displays 05.00
, (comma)	Places a digit grouping symbol (thousand separator) as specified in the regional settings in the Control Panel. EXAMPLE `{MERGEFIELD current_payoff_balance \# $,0.00}` displays $1,234.56
. (decimal point)	Places a decimal point in its position.
() (parenthesis)	Places negative number within parenthesis and a hyphen in place of zero. EXAMPLE `{MERGEFIELD current_payoff_balance \# "$,0.00;($,0.00);'-'"}` displays $1,234.56 for a positive, (1,234,56) for a negative number, and - for zero.
#	Specifies the minimum numeric places to display. If a place has no digit, it is replaced with a space. EXAMPLE `{MERGEFIELD payment_amount \# $###}` displays $ 10
+ (plus)	Places a plus sign to a positive result, a minus sign to a negative result, or a space if the result is zero. EXAMPLE `{MERGEFIELD current_payoff_balance \# "+ $#,##0.00"}` displays + $1,234.56 for a positive number and - $1,234.56 for a negative number
AM/PM	Displays AM or PM.
h or H	Hours. Lower case h denotes 12-hour format and upper case H denotes 24-hour format. Use hh or HH to display a leading zero on single digit hours.
m	Minutes. Use mm to display a leading zero on single digit minutes.
s	Seconds. Use ss to display a leading zero on single digit seconds.
x	Does not display digits to its left and if used to the right of a decimal point, the result is rounded to that place. EXAMPLE `{MERGEFIELD cifno \# x##}` displays 111 if cifno is 123111 `{MERGEFIELD current_interest_rate \# 0.00x}` displays 0.599 if current_interest_rate is .59911
(minus)	Places a minus sign on a negative result or adds a space if the result is positive or zero. EXAMPLE `{MERGEFIELD current_payoff_balance \# "$#,##0.00;- $#,##0.00"}` displays $1,234.56 for a positive number and - $1,234.56 for a negative number
\b	Specifies text to be inserted before the merge field if the field is not blank
\f	Specifies text to be inserted following the merge field if the field is not blank

Video example of how to work with Mergefield formulas

Mergefields.mp4