Invoice

[Robbydobbs]

I have an invoice, but I believe I have it setup all wrong.

First part - Header: I have the header reading company information.

Second part - Body: I have a portal (2 lines) showing info from the payment screen.

Third part - Footer: I have totals and a paragraph explaining the invoice rules.

Problem I am having is when there are more than 2 items purchased, only the two items show up on the invoice and the others drop off. I'm sure that this invoice is not done correctly, but I don't know a better way to set it up.

Could someone please explain to me a better way if they know it?

Thank you.

[Chuck]

It sounds like you're trying to print out the invoice from the invoice file itself. This means that you have to use a portal to view the line items on the invoice. Instead, print out the invoice from the line items file. If you don't already have one, create a relationship from line items to invoices based on the invoice key (the unique serial number identifiying each record in the invoice file). For information that exists in invoices that should appear on the printed invoice, use related fields. If you need to print information from the client or company database, use calculation fields in invoices to get the information into that file and then use related fields in the line items file. For instance, if you need the client name to appear on the printed invoice, and you have a relationship from invoices to clients based on client ID, you might create a calculation field in invoices like "Clients_ClientID::ClientName". Then this field will be accessable from the line items file.

Chuck

[jasonwood]

... then when you actually want to print an invoice, you run a script like this:

Go to related records (show only related records)

Perform script, external (line items), "Print Invoice"

Refresh screen, bring to front

Then the line items script, "Print Invoice"...

Go to layout, "Invoice Print"

Print, no dialog

PS... I know this seems very backwards right now, but you will be so happy with the results after you make the change!!

[Robbydobbs]

Thanks guys that sounds great. I appreciate your help.

[Robbydobbs]

o.k. I've been working on this for quite some time now and I'm really getting frustrated. Jason I took your advise about the Go to Related Records script and this has gotten me closer then anything else. I know this is the answer, but I can't figure out what it is i'm suppose to be relating. Let me explain exactly what I have that I'm trying to print out.

I have 4 main databases that I use to get my information.

1- Inventory (entry of all sale items PK Inventory:ID_NO)

2- Buyer (creation of customer ID number) Relationship clerking:BuyerID|Buyer:ID_NO

3- Payments (paying for items by customer ID number, each record is copied and pasted from the Buyer DB to the Payments DB. Relationship Payments:BuyerID|Buyers:ID_NO

4- Clerking (assigning prices to each item, each record is copied and pasted from the Inventory DB to the Clerking DB. Relationship Inventory:ID_NO|clerking:ID_NO); also clerking is related to payments. Relationship Clerking:BuyerID|Payments:BuyerID

The invoice layout is in the Clerking DB. I have created a relationship with the Clerking DB called Invoice where the BuyerID in Clerking is related to itself. All the fields in the body of the invoice is from the relationship Invoice.

I hope this all makes sense.

Now when I run the script:

Go To Layout (Invoice)

Go To Related Records (Show only related Records_Invoice)

Perform Script, external (clerking) "Print Invoice"

Refresh Screen, bring to front.

I get all the inventory for that particular buyer ID_NO which for the one I am using is 5 records, but the result shows all the same Inventory:ID_NO instead of each individual ID_NO.

What am I doing wrong?