Creating an invoice in V10

[JH10]

Re: Creating an invoice in V10

Oh dear!!
Gloating I expect!

[BigBoss1]

Re: Creating an invoice in V10

My God Peter

This was not a white tail spider was it?

You beloved Aussies imported it to New Zealand and I had a bite from one a year ago. They are very painful.

Happy holidays to you all.

David

[randosui]

Re: Creating an invoice in V10

Hi,

It's not very difficut to retrieve invoice with items through linked grid's from database, but the question is when you need to create new invoice, how to get invoice number to invoice lines and then save it to db.

I'm now thinking about MSSQL triggers but.....

Gr,

Rando.

[bob9145]

Re: Creating an invoice in V10

This thread keeps popping up but no one has updated it. I would have to say it would be a great tutorial for alpha to take on.

I think of an invoice as a Quickbooks invoice or go back further to a hand written invoice or lets say order. Meaning purchase order, sales order or invoice.

The user must be able to view the order in a browser window and it needs to look like a traditional doc. We all know it will be some combination of linked grids but exactly how to create this layout and the logic behind it is a little foggy.

When you build an invoice in quickbooks it is autonomous. One button saves and updates all and it is viewed as a contiguous form.
Tks
bob

[peteconway]

Re: Creating an invoice in V10

Well I am going to do this because I know how to - but I must complete my paid work first. Regards to all.

[JH10]

Re: Creating an invoice in V10

Great to hear Peter.
Looking forward to this.

[randosui]

Re: Creating an invoice in V10

Hi Pete,

Can you give us ideas or hints?

Gr,

Rando.

[bob9145]

Sales Order

I wonder if Alpha might follow through on this. Linking grids to demonstrate, how they can be combined to create a sales order.

The user must perceive the browser as if the sales order is one contiguous form, although it is actually a cascade of linked grids.

A picture paints a thousand words in this case it a few videos would save a thousand posts!

Bob
PS: I think what is really sought here is creating a sales order verses an invoice.

[Peter.Greulich]

Invoice mockup

Attached is an image and zip file of a, more or less, functioning invoice mockup based upon Thomas Ritter's screenshot. I reverse engineered his image - along with a couple of tips from Thomas. My main stumbling block was the frame style set to modern, a setting I never noticed before. The mockup doesn't include the lookup fields, since this is not a functioning application. You can add them yourself and modify as needed. If you enter a new record, the child grid won't appear until you save the parent. And that just happens automatically - which is way cool. Because I didn't put in the lookups, you can't fill in the top fields which are just labels. Your lookup definition can take care of that. Similarly I cheated on the summary. I hard coded a 5% tax and a $12.00 fixed amount shipping charge. You can add code to retrieve field values etc to dynamically calc as needed. What I am missing - and haven't been able to figure out is, how Thomas manages to put the border around the summary section. Similarly he has the child grid border wrapped around the child grid - above the summary. Again, I have no idea how he managed that. I'm hoping that he will post his grids here soon. Otherwise, I hope this helps someone, because it sure helped me!

And thanks Thomas for the inspiration!

Note: Just noticed that the radio button "referral" is not showing as a radio. Don't know why???

[njguy]

Re: Creating an invoice in V10

Peter,

Add the following code (of course using your variables) to the OnSummarySectionRender Event. Also removing your total calculations will display the grid the way you want.

dim r as p
r.totalExtension = e.summaryValues.ExtendedPrice.Total
r.tax = .05 * r.totalExtension
r.orderTotal = r.totalExtension + r.tax

dim s as p
s.totalExtension = str(r.totalExtension,10,2,"$(")
s.tax = str(r.tax,10,2,"$(")
s.orderTotal = str(r.orderTotal,10,2,"$(")
e.summarySectionHTML = <<%html%
<style type="text/css">
table.total
{
font-family: Tahoma, Arial;
font-size: 10pt;
border-style: solid;
border-width: 1px;
border-color: #8b9cac;
margin-left:659px;
}

td.column1
{
width:70px;
text-align: left;
font-family: Tahoma, Arial;
font-size: 10pt;
}

td.column2
{
width:89px;
text-align: right;
font-family: Tahoma, Arial;
font-size: 10pt;
}

td.column3
{
width:89px;
text-align: right;
font-family: Tahoma, Arial;
font-size: 10pt;
font-weight: bold;
}

td.column4
{
width:70px;
text-align: left;
font-family: Tahoma, Arial;
font-size: 10pt;
font-weight: bold;
}
</style>

<table class="total" cellpadding="2">
<tr>
<br/>
<td class="column1">Subtotal</td>
<td class="column2">{s.totalExtension}</td>
</tr>
<tr>
<td class="column1">Tax</td>
<td class="column2">{s.tax}</td>
</tr>
<tr>
<td class="column1">Shipping</td>
<td class="column2">{s.tax}</td>
</tr>
<tr>
<td class="column4" >Total</td>
<td class="column3" >{s.orderTotal}</td>
</tr>
</table>
<br/>

%html%

e.summarySectionHTML = evaluate_string(e.summarySectionHTML)

[Peter.Greulich]

Re: Creating an invoice in V10

Thanks much Thomas. I'll check this tomorrow.

[peteconway]

Re: Creating an invoice in V10

Well done Peter - Welcome back Elvis. Very smart work. Events can handle the field updates.

[calyxte]

Re: Creating an invoice in V10

Dear Peter,


I want to say a great big thank you for taking the time to explain to me how that invoice works.

I have been working with it this whole weekend designing my own Payment forms using the concepts I learned.

I am nowhere close to finish designing the invoice but have learned how to recreate what you have done and testing to see that it can work for my needs.

It works great for my needs.


Using what you have taught me with the forms and DIV's I am now able to include 2 subforms with the main form and have them render just like yours. It is way cool!!!

This is really slick and will really make a huge difference in a usable ok looking and working design and a really great/slick design. This was the break through I needed in designing this form and bringing it all together.

I will show it to you when I finally finish writing it.

So thanks once again and if there in any kind of information I can share with you, just give me a call or drop me an email!!

Calyxte

[frankbicknell]

Re: Creating an invoice in V10

Thanks Tom, this code example will help me clean up some large chunks of code. I have a question though.

why this?

dim r as p
r.totalExtension = e.summaryValues.ExtendedPrice.Total

dim s as p
s.totalExtension = str(r.totalExtension,10,2,"$(")

instead of this.

dim s as p
s.totalExtension = str(e.summaryValues.ExtendedPrice.Total,10,2,"$(")

is that just style or is there a specific reason?

Very nice layout Peter. I especially like the hiding of the child grid.
I like your colors. I had created a style very similar to yours.

[gaby_h]

Re: Creating an invoice in V10

Hi Peter:
Pic1 shows a grid without space between rows, Pic 2 shows the standard grid with space between rows. How do you get this nice thin rows look without the empty white space between rows?
Thanks