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Report Problem - Help Searching Invoices

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  • Report Problem - Help Searching Invoices

    I am stuck on a report. I have a customer invoice set (one to many links) in which I want to print a customer name and address if none of their invoices from the current year meet a certain criteria. I have a swimming pool service company where customers prepay for a pool closing in the spring. I periodically want to print a report in the fall to see which customers have not yet called and scheduled a pool closing by searching their invoices.

    My thought was to put the customer name and info I want printed in the group footer and put some sort of function in the detail that silently looks at each invoice for the criteria that I want. If the closing invoice is not found, print the info, if not move on to the next customer. I just don't know how to implement it.

    Any ideas?

  • #2
    Re: Report Problem - Help Searching Invoices

    I have a customer invoice set (one to many links) in which I want to print a customer name and address if none of their invoices from the current year meet a certain criteria.
    Tell us more about the tables in the set. Is it just the two tables, customer and invoice?

    I'd look for a different approach.

    Is it feasible to mark the customers who DO have a "closing" invoice? If so, you could do that and then run your report using a query / filter for unmarked customers.

    Comment


    • #3
      Re: Report Problem - Help Searching Invoices

      Hey Tom, thanks for the reply! There are 3 tables, but the 3rd is just a zip code table linked to the customer data.

      I like your idea of marking the customer. Right now we manually mark them for prepaying the closing which I would like to automate. So, right now I know which customers prepayed I just don't know which ones scheduled their service yet.

      I'm assuming you would create the mark when the invoice is created setting a logical field to TRUE. When we create the invoice for the prepay, we would leave a mark for that instead of manually entering it, then when they schedule their service we could create another mark. To find the unscheduled people we would search for people with the first mark but lacking the second. Am I on the right track?

      If that is correct, that will work great for next year when all the new invoices are created, but what do I do for now?

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      • #4
        Re: Report Problem - Help Searching Invoices

        Since a record is either marked or unmarked, and since you're already "marking" those that have prepayed, I'm confused when you speak about "creating" another mark. Are you and I talking about the same thing? Using the "mark" Alpha provides for more than one thing is a prescription for chaos. Hopefully you meant something else and were just a little casual with your terminology. Please clarify.

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        • #5
          Re: Report Problem - Help Searching Invoices

          I guess I am not familiar with an actual "mark". I thought you were referring to creating another field in the record and marking that with a logical expression. I was going to have 2 fields and flag them both.

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          • #6
            Re: Report Problem - Help Searching Invoices

            Right. I was speaking of something else entirely.

            Alpha lets you "mark" a record using Ctrl-M and you can "unmark" the record using Ctrl-U.

            The status of a record can be seen in lower left corner of the Alpha Five window.

            Your plan to use separate fields is a good one. Though to avoid confusion I'd call that "tagging" your records to distinguish the native "marks" I thought we were talking about.

            In the interim, for this year, you need a solution. I'll ponder.

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            • #7
              Re: Report Problem - Help Searching Invoices

              The only way I can think to do this is to create the new tag field and then create an operation to search through all the invoices and if it finds that service record, tag the field.

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              • #8
                Re: Report Problem - Help Searching Invoices

                That's the kind of thing I had in mind, too.

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