I have a customer that requires Location information on every invoice. This means that I am creating 6 separate invoices for 6 items that are going to the same place but 6 diff locations in that place: IE: 1 Book for Bldg A1, 1 Book for Bldg A2, 1 Book for Bldg A4 etc.
If I could create a blank line and use it to input the Location info so I could create one (1) invoice instead of 6. Is this possible to do?
TY
mary
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Rec'd your e-mail. TY so much for your assistance
Leslie - I didn't know that about the Tax Details checkbox - could be a handy thing for the back of the mind for some invoices.
Hi - this is to mguyder,
I have e-mailed you a package file that contains the modified report. I also sent the modified SOP window I use. I have one with the Description as part of the small line item. It's not ready for prime time though. You've got the report, the window and a Word document explaining them.
Enjoy, and let me know what you think!
Kind regards,
Leslie
[quote]I don't know if there is a KB out there, but I can e-mail you a package file that contains an invoice that uses calculated fields to blank out the fields like I mentioned above. Your calculated fields need to be Conditional fields.
Also, if you print the SOP Invoice with the Tax Details checkbox marked, it will print an unlimited lines of comment text. I don't think this looks good because of how they've formatted it, but I still have clients using it. They can enter as many notes as they want, but you need to use a text report in Report Writer to get the field to shrink and grow. For a graphics report, you'd need to leave a big blank space - not very pretty.[/quote]
Leslie - As always you come thru.
I would appreciate the package showing the "Blank Line" calculated field.
Hi mguyder,
I don't know if there is a KB out there, but I can e-mail you a package file that contains an invoice that uses calculated fields to blank out the fields like I mentioned above. Your calculated fields need to be Conditional fields.
Also, if you print the SOP Invoice with the Tax Details checkbox marked, it will print an unlimited lines of comment text. I don't think this looks good because of how they've formatted it, but I still have clients using it. They can enter as many notes as they want, but you need to use a text report in Report Writer to get the field to shrink and grow. For a graphics report, you'd need to leave a big blank space - not very pretty.
Kind regards,
Leslie
Is there a KB on how to do this?
Hi mguyder
Yes, you can do what you need. I've done it for many clients that have lots of information they want to put on the invoice.
What you could do is to create an inventory item 'N', or something. If the item number input is 'N', you create some calculated fields that will hide the item number as well as the qty, price, uofm, etc. fields on that line. You'll need a conditional calculated field for each of the fields on the line to make it such that the only field being displayed for an 'N' item is the description.
Kind regards,
Leslie
To create a calculated field, have a look on the sample example from below KB article.
support.microsoft.com/.../950780
Hope this helps!!!
How do I create the calculated field?
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