Please urgent help with invoice numbers - attached sample

[hullstorage]

Hi all,

This has been doing my head in for a while now and i am still no further.

I have attached a sample of where i am at upto now.

THE MAIN THING TO NOTE ABOUT MY DATABASE IS THAT WE UPDATE AN INVOICE FOR UPTO A WHOLE MONTH AND THEN POST THESE OUT AT THE BEGINNING OF THE FOLLOWING MONTH, SO THERE WILL BE MANY BOOKINGS FOR EACH INVOICE NUMBER.

As you will see there is a form with active invoices, these are invoices that have been created awaiting further jobs details to be added to them and have not been posted / sent to customer.

and also a form that shows the full details of a record.

So here is what i am trying to acheive:

when we enter a delivery for a customer that already has an active invoice, we can simply add further jobs to this invoice on the same invoice number by selecting it.

but if there are no active invoices, i need to have a form that will create a new (next) invoice number automatically so that we can then start add booking to it.

the active invoices are in a query where there is no (isnull) invoice date, i.e. not posted out to customer yet.

PLEASE PLEASE PLEASE HELP ME IN THE SIMPLIST WAY POSSIBLE.

thanks

simon

 

[gemma-the-husky]

seems the wrong way to me.

just have your orders/deliveries waiting ready to invoice

when you get round to raising the invoice, issue a number at that point, and allocate it to the work orders as appropriate.


you can always see the uninvoiced work for any customer without needing an invoice number.

however - if you want to get an invoice number, and use the date as the uninvoiced indicator - then either do a dmax to see the highest number used, and add 1 to it - or store the next number to be issued in a separate control table, and get it from there.

 

[hullstorage]

thanks for you reply, but how would i act on this with my form as at the end of the month a want to simply print all the invoices off in one go for all the customers?