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Report Writer - Modify Statement to Include Invoice Details

  • 1.  Report Writer - Modify Statement to Include Invoice Details

    GOLD CONTRIBUTOR
    Posted Feb 25, 2020 02:22 PM
    Has anyone modified the report writer statement to include the line item details for the invoices?  I was able to figure out how to add the tables I needed but can't get the line items to show up.  So, just wondering if anyone else had done that before and has some advice on how to get it to work.
    All I am looking for is to get the item description to show up.

    Thanks!

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    Jennifer Wheeler
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Report Writer - Modify Statement to Include Invoice Details

    GPUG ALL STAR
    Posted Feb 25, 2020 05:00 PM
    @Jennifer Wheeler,

    I wish you luck with this one. I've done some work with Report Writer, but nothing as in-the-weeds as adding child records to a master. Adding a single description field takes as much work to figure out as it would if you added all the main line item fields. It's figuring out which headers and footers to add and where exactly to place the new field(s).

    Regards,​

    ------------------------------
    "Sparkly" Steve Erbach - Green Bay, WI
    Co-Chair, GPUG WI (Green Bay) Chapter
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: twitter.com/serbach

    ───────────────
    Excel Webinar List as of 12-Nov-2019
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Report Writer - Modify Statement to Include Invoice Details

    GPUG ALL STAR
    Posted Feb 26, 2020 10:54 AM
    I've played around with these, but its not fun.  I am curious are you using the out-of-box invoice or historical invoice?  Those have the line-item detail already on them.  If you are using a modified version, it may be easier to start with one of the originals and rework the appearance of the invoice than trying to add data; as Steve mentions it isn't a straightforward process.

    If you'd like, you can contact me directly and I'll see if I can help.

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    Blair Christensen
    Database Administrator
    Oppenheimer Companies, Inc.
    Boise Idaho GPUG Chapter Leader
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Report Writer - Modify Statement to Include Invoice Details

    GOLD CONTRIBUTOR
    Posted Feb 26, 2020 11:07 AM
    Thanks for the reply.  I wish I was using the invoice since it would be easy then.  Unfortunately the users want the Statement to show the line item detail for each invoice on the Statement.  Ugh.

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    Jennifer Wheeler
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    Academy - Online Interactive Learning from Experts


  • 5.  RE: Report Writer - Modify Statement to Include Invoice Details

    Posted Feb 26, 2020 02:00 PM
    You probably already asked them but can they just provide copies of invoices with the statement?  Or, maybe just for the customers who ask?  I haven't used the email workflow much but maybe you can arrange it to automatically include invoices.

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    Stefanie Christiana
    Glidewell Laboratories
    Irvine CA
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    Academy - Online Interactive Learning from Experts


  • 6.  RE: Report Writer - Modify Statement to Include Invoice Details

    GOLD CONTRIBUTOR
    Posted Feb 26, 2020 02:47 PM
    Edited by Jennifer Wheeler Feb 26, 2020 02:47 PM
    Thanks for the ideas.  Unfortunately they already are providing copies of the invoices when the orders are placed but also want the line item descriptions from the invoices show when sending out the monthly Statement.  In my searching I did find info from @David Musgrave's website on ​using VBA with report writer.  I have some experience with VBA so I'm trying that.

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    Jennifer Wheeler
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    Academy - Online Interactive Learning from Experts


  • 7.  RE: Report Writer - Modify Statement to Include Invoice Details

    GPUG ALL STAR
    Posted Feb 26, 2020 11:36 PM
    @Jennifer Wheeler

    If you want to pull data that has a one to one (1:1) relationship onto a report, using GP Power Tools to create a custom RW function can be faster and simpler than using VBA.

    ​See the Samples page for example: https://winthropdc.wordpress.com/gp-power-tools-portal/gp-power-tools-samples

    The problem I see for this example is that each invoice could have many lines. How much information from the invoices did you want displayed?

    Would a single line description from the associated receivables transaction be enough information?

    Regards

    David


    ------------------------------
    David Musgrave MVP, GPUG All-Star

    Managing Director
    Winthrop Development Consultants

    Perth, Western Australia

    http://www.winthropdc.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 8.  RE: Report Writer - Modify Statement to Include Invoice Details

    TOP CONTRIBUTOR
    Posted Feb 27, 2020 12:14 AM
    Edited by Cecile Dinh Feb 27, 2020 12:25 AM
      |   view attached

    Hi Jennifer,

    I've done it many years ago - lucky I got a copy of the KB I used from Microsoft ... I guess no longer showing up if you google. So here it is for you to try! :)

    Please see attached file "Adding Item Number and Item Description to RM Satement.doc"



    ------------------------------
    Cecile Dinh
    GP Admin at ARC (Airlines Reporting Corp.)
    GPUG Chapter Leader - Washington, D. C.
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    Academy - Online Interactive Learning from Experts


  • 9.  RE: Report Writer - Modify Statement to Include Invoice Details

    GOLD CONTRIBUTOR
    Posted Feb 27, 2020 01:58 PM
    Thanks for everyone's replies.  I was able to do what I wanted with the document that @Cecile Dinh provided.  Thanks Cecile!​​

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    Jennifer Wheeler
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    Academy - Online Interactive Learning from Experts


  • 10.  RE: Report Writer - Modify Statement to Include Invoice Details

    TOP CONTRIBUTOR
    Posted Feb 27, 2020 02:24 PM
    You're welcome Jennifer! Glad it worked!

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    Cecile Dinh
    GP Admin at ARC (Airlines Reporting Corp.)
    GPUG Chapter Leader - Washington, D. C.
    ------------------------------

    Academy - Online Interactive Learning from Experts


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