I'm VERY new to FM. I would like to know how to make an "invoice layout" that I would be using the "standard layout" fields at the top (columns?) of the invoice. For example, we have a subcontractors to work for us, they get a certain rate & the company charges a certain rate. My fields are Date, Ticket #, Truck Co., Truck No., Weight in tons, Price per ton, Total Bill to Sub, Total Amount. This would then be sorted by Truck Co. with a subtotal, and a Grand Total for all Truck Cos. All of my records would be included on each invoice. Please HELP!?!

Jody

jody

small question, big answer.

the way i have achieved similat things is through a series of related records.

it would take too long to be specific to your answer, but the principles are as follows:

1. set up a file that lists each truck company and its respective rates. for ease of later access, give each one a unique serial number.

2. set up an invoice line item file that looks up the data from the truck info file based on the serial number (ie if the serial number matches, look up the company, weight in tons etc). you must use a lookup so that you can edit data on a case by case basis without editing the original information. also, you can then also edit the original data (raise prices for example) without changing your invoices historically.

3. now, create a portal in your invoice layout with linked to you invoice line item file. set out all the headings at the top as you wish them to be. you must allow the creation of records in the portal

4. the very first field should be the unique serial number field. set this field to be a drop down list of the unique serial numbers.

5. as you enter the unique serial number, you create a record in the unique line items file that looks up the data from the truck information field (which then appear in the portal).

6. use simple calculations (sum of [related fields]) to then get totals as you require.

hope this helps

Hello All!

I have attached a file, the part that always stays the same, other than the Bill To name & address and the Job name and #, is everything above the line. I use a standard layout to enter the information, but I don't know how to make the invoice. The invoice is sorted by From, To, Material Code, Date, Truck Co., and Truck No. Hope this helps anyone who can offer me ANY advice. Thank you!

Jody

INVOICE.txt