Duplicate invoice items.

[Jamie Lindemann]

Hey. I have an work order app that much employees enter work reports into. They will record items that I will invoice out. These jobs could be a month long so the amount of items can be long and man duplicated items. Is there a way to sort through and combine the duplicate items and accumulate the quantity's of eat record.

[webko]

How can you tell if they are actually duplicated?

 

Cheers

 

Webko

[LaRetta]

I assume the 'duplicate' is some sort of Product number?  As Webko indicates, we need to know what designates them as duplicate.  But assuming you have a ProductNumber or other single code (to group them), here is how:

 

Create report with sub-summary in your items table (let the report assistant walk you through) with following fields:

 

InvoiceID

ProductNumber

 

... then SORT by these fields in this order and store that in your script (see how the report assistant will display to the right as it groups the items for you).  It is critical for your report to work properly that the sort matches the order of those leading parts.

 

Select InvoiceID as first leading summary (grouped part) and ProductNumber in second leading summary.  Create summary fields for Quantity and one for Amount and place them in the ProductNumber leading part.  You can then delete the body and the ProductNumber's leading part becomes the body. 

 

Spread the Invoice leading part wide and place fields from your customer table or invoice table directly into this Invoice leading part (if you have relationships to customer and invoice and you should).  Place fields from your Products table (such as description indicating your type of work) in the second leading part to the left of the summary for Amount and Quantity.  Include another part but make it BELOW and base it on Invoice and place the same summary of TotalOf Amount in it.

 

Do the workers make notes on their work and do you want ALL the notes to appear as a single entry for the grouped 'same' ProductNumbers? A bit more information on what the report should show or a sample will help but this will give you the basics and show you how reporting works.  Once this far, we can help you tweak it as needed.   :-)