I have an "invoice" form with a Purchase Order field.

There is a portal that lists "line item" details, including a status field in which backorders are designated.

How do I create a new invoice that shows only the open backordered items in the portal for that specific P.O?

This must be a common problem for invoicing programs, but I can't think of a way to do it.

Thanks for any help I can get.

I would do it this way, take a look at the attachment!

--sd

Invoicing.zip

Edited November 5, 200619 yr by Guest

Alright we have exchanged mails privately on this topic, and my use of List( isn't fully embraced although the client in this thread have fm8.5 isn't it possesed by the developer. So I changed the approach to utilize ValueListItems( ...further more have I missed that a new invoice needs to be created when backordered items arrive to the warehouse!

--sd

Invoicing2.zip

You are terrific! I am using 8.5 and your script does work.

Thanks for the education. I hope that you can come up with a way to do a new invoice with only the backordered line items appearing for that purchase order. I'm playing (as we speak), with a line items to invoice occurrance based on P.O.# I hope that works.

Again, thanks for your help.

: Wow! That works exactly right!

Thanks for your help!!!

Why do you need List() or ValueListItems(), when the shipped status is stored in LineItems? You could make a calculation field = Case ( not Shipped ; InvoiceID ) and be done.

I am also wondering if unshipped items shouldn't be MOVED to a new invoice, instead of being duplicated.

You're right at first account - Blast I knew there was something I have forgotten to think of, something I often have recommended. The second was a demand ...which Newton must explain for us! But it might be considered "cooking the books" when making items wander from invoice to invoice, in my neck of the woods is an invoice a historic document, which is altered by a ranecheck - but yes I think it produces a lot of itemlines

--sd

is an invoice a historic document

Exactly. I believe the proper solution is to track shipments separately. What would happen here in case of a partial shipment?

Havn't you heard 'bout sales up to the date where a new businessyear begins. If you're selling to govermental customers do they have a wish to have the same amount allocated the next business year from the goverment, so the actual delivery of goods is of less importance, than being invoiced for as much as posible - the wish is to avoid the reduction in the following budget a politician can eyeball.

--sd

Sorry I haven't gotten back, guys (fighting the big C).

The invoice should be a historic document, including all the backorders (say 10 line items are involved- with 5 backorders.)The original invoice has the quantities removed from the totals on the backordered lines (thereby zeroing out the extentions and avoiding "cooking the books"). When a new invoice is generated from the backorder list of 5, perhaps three of those have been shipped leaving 2. A new invoice is printed with only the 3 extentions calculated in the total but showing all 5 lines. When the final 2 come are shipped... etc.

Again thanks for your help and interest.