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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hello all

I have already created a detailed invoice layout associated to an invoices table with several relationships i.e. wholesale clients, invoice payments etc.

A client required a packing list recently. All the information is on invoice. So i hightlighted fields not required and used Sliding Printing not to print those fields.

Can i button be created and will automatically take data from invoice and create Packing List?

I'm sure there is a way!

Look forward to any replies.

BFGK

Posted

I wouldn't use the slide/do not print option at all.

Typically, an invoice is printed from the Invoice Line Item table (line items are in a portal, aren't they, related to the invoice by invoiceID? or, did you use a repeating field, yikes).

So, you could have two buttons on your invoice data entry screen. Print Invoice goes to the InvLineItems layout that is designed for printing the invoice, and Print Packing List goes to the InvLineItems layout that is designed for the Packing List (typically doesn't show costs). Either way, the header part contains data from the Invoice (Date, Number, Customer Info) and the Body part contains the line item info. The trailing sub-summary contains the SubTotal, Tax, GrandTotal, Shipping Info.

This topic is 6363 days old. Please don't post here. Open a new topic instead.

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