Creating a dynamic invoice

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rpdwyer

Creating a dynamic invoice

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Hello List.

I am trying to allow an end user the ability to have an unlimited  
number of line items within an invoice and have it reflow correctly.

So, currently their invoice is broken into 3 sections to allow for  
quoting up to 3 items.  Each section has about 1/2 dozen line items.  
What they are looking for is the ability to add additional line items  
per section on the fly as needed.  So for section 1 they, enter their  
pricing info and then want the ability to click a button to create a  
new blank line item (empty field to type text into) or click a button  
to add a drop down menu.  In theory, they want no limit on the number  
of additional line items they can add per a section.

How can I add a button to "Add A Line Item" to a section?  I suppose I  
can create a related table that makes a new record each time the  
button is clicked.  Then the end user can enter their description info  
for that line item and add however many additional items they want.  
But on the display/print side, how will this work?   How do I design  
the invoice to accommodate the three sections, with each section  
displaying multiple lines of info from a related table?  One section  
may have 2 related description records... the next section may have 50.

So it may look like this:


----
ITEM 1 - Pencils
Contents:
12 Lead Free Pencils
6 Number 2 Pencils
4 Number 1 Pencils

Cost: $12

----
ITEM 2 - crayons
Contents
Red
Blue
Orange
Green
Brown
White
Indigo
Purple
Black
Lime
Aqua


Cost: $10

----
ITEM 3 - Paper
Contents
100 Sheets Printing Paper
100 Sheet Resume Paper
500 Sheets Photographic Paper
250 Sheets Wrapping Paper
1 Sheet Newspaper

Cost: $40


What's the best way to achieve the above?  I know designing with a  
fixed number of line items per section would be a lot easier...  
especially when it comes to flowing to a 2nd page, but I wanted to see  
if others have had similar situations.

Thanks.
  --Rick


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Jonathan Fletcher

Re: Creating a dynamic invoice

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Rick,

Use a line-item table and then have a category for each line item.  
Sort it by that category into their respective sections and total them  
in subsummary parts, either as they go (if FMP 10) or in preview mode  
(if FMP < 10).

HTH

j.



On Nov 3, 2009, at 10:07 PM, Rick Dwyer wrote:

> Hello List.
>
> I am trying to allow an end user the ability to have an unlimited  
> number of line items within an invoice and have it reflow correctly.
>
> So, currently their invoice is broken into 3 sections to allow for  
> quoting up to 3 items.  Each section has about 1/2 dozen line  
> items.  What they are looking for is the ability to add additional  
> line items per section on the fly as needed.  So for section 1 they,  
> enter their pricing info and then want the ability to click a button  
> to create a new blank line item (empty field to type text into) or  
> click a button to add a drop down menu.  In theory, they want no  
> limit on the number of additional line items they can add per a  
> section.
>
> How can I add a button to "Add A Line Item" to a section?  I suppose  
> I can create a related table that makes a new record each time the  
> button is clicked.  Then the end user can enter their description  
> info for that line item and add however many additional items they  
> want.  But on the display/print side, how will this work?   How do I  
> design the invoice to accommodate the three sections, with each  
> section displaying multiple lines of info from a related table?  One  
> section may have 2 related description records... the next section  
> may have 50.
>
> So it may look like this:
>
>
> ----
> ITEM 1 - Pencils
> Contents:
> 12 Lead Free Pencils
> 6 Number 2 Pencils
> 4 Number 1 Pencils
>
> Cost: $12
>
> ----
> ITEM 2 - crayons
> Contents
> Red
> Blue
> Orange
> Green
> Brown
> White
> Indigo
> Purple
> Black
> Lime
> Aqua
>
>
> Cost: $10
>
> ----
> ITEM 3 - Paper
> Contents
> 100 Sheets Printing Paper
> 100 Sheet Resume Paper
> 500 Sheets Photographic Paper
> 250 Sheets Wrapping Paper
> 1 Sheet Newspaper
>
> Cost: $40
>
>
> What's the best way to achieve the above?  I know designing with a  
> fixed number of line items per section would be a lot easier...  
> especially when it comes to flowing to a 2nd page, but I wanted to  
> see if others have had similar situations.
>
> Thanks.
> --Rick
>
>
> _______________________________________________
> FMPexperts mailing list
> [hidden email]
> http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au


--
Jonathan Fletcher
FileMaker 9 & 10 Certified Developer
****NEW Ph no: 502-509-7137****

Project Foreman
NewMedia Construction Co.
[hidden email]

Kentuckiana's First FMP User Group:
Coming November 19th
Check it out in the FileMaker Louisville Blog:
http://filemakerlouisville.posterous.com





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David McQueen

Re: Creating a dynamic invoice

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Hi Rick,

It sounds like your data model is flawed.  You need two tables -
Invoice and Line Items.  Each line item would need a category
indicator.

To display the invoice you can do it from either the Invoice or the
Line Items table.

 From the Line Items table, bring over the Invoice particulars in the
header and show the line items in a summary report sorted by category
(probably the best).

 From the Invoice table, you would show a very long portal from line
items sorted the way you want and formatted to reduce the size of the
part on printing.

HTH

Dave

>Hello List.
>
>I am trying to allow an end user the ability to have an unlimited
>number of line items within an invoice and have it reflow correctly.
>
>So, currently their invoice is broken into 3 sections to allow for
>quoting up to 3 items.  Each section has about 1/2 dozen line
>items.  
>What they are looking for is the ability to add additional line
>items per section on the fly as needed.  So for section 1 they,
>enter their pricing info and then want the ability to click a button
>to create a new blank line item (empty field to type text into) or
>click a button to add a drop down menu.  In theory, they want no
>limit on the number of additional line items they can add per a
>section.
>
>How can I add a button to "Add A Line Item" to a section?  I suppose
>I can create a related table that makes a new record each time the
>button is clicked.  Then the end user can enter their description
>info for that line item and add however many additional items they
>want.  
>But on the display/print side, how will this work?   How do I design
>the invoice to accommodate the three sections, with each section
>displaying multiple lines of info from a related table?  One section
>may have 2 related description records... the next section may have
>50.
>
>So it may look like this:
>
>
>----
>ITEM 1 - Pencils
>Contents:
>12 Lead Free Pencils
>6 Number 2 Pencils
>4 Number 1 Pencils
>
>Cost: $12
>
>----
>ITEM 2 - crayons
>Contents
>Red
>Blue
>Orange
>Green
>Brown
>White
>Indigo
>Purple
>Black
>Lime
>Aqua
>
>
>Cost: $10
>
>----
>ITEM 3 - Paper
>Contents
>100 Sheets Printing Paper
>100 Sheet Resume Paper
>500 Sheets Photographic Paper
>250 Sheets Wrapping Paper
>1 Sheet Newspaper
>
>Cost: $40
>
>
>What's the best way to achieve the above?  I know designing with a
>fixed number of line items per section would be a lot easier...
>especially when it comes to flowing to a 2nd page, but I wanted to
>see if others have had similar situations.
>
>Thanks.
>  --Rick
>
>
>_______________________________________________
>FMPexperts mailing list
>[hidden email]
>http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au


--
David A. McQueen
LICHEN Software
Barrie, ON, Canada
705-720-9022
705-728-2289
www.lichen-software.com
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