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Claris Engage 2025 - March 25-26 Austin Texas ×

Invoice Printing - VIA REPORTS


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Posted

Hey Everyone;

Got a question about printing a report or in my case the order/ invoice .

what would be the best practice here in printing the report via all these tables

eg. Customer->order->orderITEMS->Payments

I NEED all this information along with other info such as

"company information in case of emergency,etc"

i am about to do a report, plug the data into a virtual list and after place all information into a table.

Does that make sense or is it just better to create a List Layout and put all information i NEed on the list layout with

conditionals / text objects ,etc.

thanks for your help as usual .

=-ian

Posted

Typically, Invoices are printed from the context of the line items table. Use relationships to show related parent info.

Posted

Typically, Invoices are printed from the context of the line items table. Use relationships to show related parent info.

just thinking outside the box, but perhaps i need to use the GTRR method, seems the easiest to implement until more learning.

Posted

Be careful of using "tricks" or advanced techniques when a straightforward approach is available. Simple is much easier to build upon and come back to months or even years later.

Posted

Be careful of using "tricks" or advanced techniques when a straightforward approach is available. Simple is much easier to build upon and come back to months or even years later.

Needless to say, I second that. Still, when printing a single invoice, GTRR would be the natural first step to establish the found set of line items that needs to be printed. There's nothing tricky, advanced or outside the box about it.

Posted

Needless to say, I second that. Still, when printing a single invoice, GTRR would be the natural first step to establish the found set of line items that needs to be printed. There's nothing tricky, advanced or outside the box about it.

GOt it ! working now, just cleaning up a few things. Sometimes the K.I.S.S. Method is best. Thanks again Barbara & Comment!

Posted

Can someone please explain though why you cant see the information when printing via this method. I only see it when in preview mode, which took me a while to figure out.

thanks,

-ian

Posted

Ian - most likely you have sub-summary parts you need to make sure your records are sorted in order for them to show in browse or preview

What information are you not seeing?

Posted

Needless to say, I second that. Still, when printing a single invoice, GTRR would be the natural first step to establish the found set of line items that needs to be printed. There's nothing tricky, advanced or outside the box about it.

Comment, I was responding to Ian's attempt to use Virtual List to print an invoice.

Posted

Ian - most likely you have sub-summary parts you need to make sure your records are sorted in order for them to show in browse or preview

What information are you not seeing?

Hey Stephen, What it is i am not seeing is the Total amount of records, for example, i have 2 +items for my line items, but in browse mode, i only see the First Records, but in preview mode, i see all .

-i

Posted

Ian - most likely you have sub-summary parts you need to make sure your records are sorted in order for them to show in browse or preview

What information are you not seeing?

I think i found the issue, in table view, no good, but in list view & table view, no problem, but in form view i didn't see the information i needed

I am sorted by the ORDER id. Works beautifully now.

thanks,

-ian

Posted

I have another issue that i havent thought about, but now is messing me up here a bit.

I have attached screenshot.

Screen shot 2011-12-31 at 8.48.00 AM.zip

Basically, i have 2 printing options.

  1. basic line items table such as cookies, soft drinks, simple invoice -- This is straight forward.
  2. If they have chosen specific items i need to show the Attributes options chosen on the invoice receipt. HOwever i dont know where i would put this in the list layout based on the body , summary,etc.

I am really not familiar with list views, but now i know i need to learn this . Any ideas?

-ian

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