Best way to do selective invoicing ?

[robdims]

Hi
I am trying to create invoices based on 'tick boxes', for example, we were to do a large task, it will be on going for years, but every few months or if the amount of time used gets to large, we would like to invoice selective items on the invoice :

ABC Limited
ABD Road
90272

Date Description Time Bill? Inv-No
=== =============== === === ====
12/08 Meeting on site 90
19/09 Remote support 120
30/10 On-site repair 480

So for example if I wish to invoice say the first 2 items, what I created is a 'Bill?' field, so if I tick these 2 items, I will just get invoice for these 2 items, also it should now filled the Inv-No with the invoice number and locked the 'Bill?' field.

I tried using action scripts (nowhere near XBasic yet) but cant work out a logical way of making it work.

Could someone suggest the best way to approach this ?
Thanks

[Tom Cone Jr]

Re: Best way to do selective invoicing ?

So, this would be like the Invoice report in Alpha Sports but instead of including all the linked items table records you'd just include the ones that are ticked for billing?

[robdims]

Re: Best way to do selective invoicing ?

Hi Tom, yes, I tried creating a new form to handle this but just wondering whats the best way, many thanks

[Tom Cone Jr]

Re: Best way to do selective invoicing ?

Do you need help ticking the items to be billed, or do you need help filtering the invoice report so that only ticked items are billed?

[robdims]

Re: Best way to do selective invoicing ?

Thanks Tom, I am stuck on the 'logic' on how best to do it, right now is more to do with filtering, I am sure I will hit the next hurdle after this.

[Peter.Greulich]

Re: Best way to do selective invoicing ?

So for example if I wish to invoice say the first 2 items, what I created is a 'Bill?' field, so if I tick these 2 items, I will just get invoice for these 2 items, also it should now filled the Inv-No with the invoice number and locked the 'Bill?' field.

You don't tell us what your table/set structure is, but, here is one rather typical scenario:

1:M set linked on an auto-increment ID# from the parent table.
Parent = Inv_Header (contains client info, invoice #, etc.)
Child = Inv_Items (as you indicated above)

The child table can have 2 logical fields that can appear as check boxes in your child browse: Bill (i.e. to be billed) & Invoiced (or invoice finalized).

Your Invoice report might have a subreport for the child table filtered on: Bill = .T. .and. Invoiced = .F.

After you sent off an invoice, a simple script* can set the child records that were marked "Bill" to Invoiced = .T.

*said script is another matter for the moment.