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How to get the total number of items on invoice--possible???

Last post 03-13-2013 4:05 PM by jad. 3 replies.
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  • 03-11-2013 2:28 PM

    • jad
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    • Joined on 03-11-2013
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    How to get the total number of items on invoice--possible???

    I have a lot of customers that need an item total on their invoices.   If there are 107 different items on the invoice, I need the invoice to automatically give me the 107 total at the bottom of the invoice, so I don't need to do that manually.   Is there a way to alter the invoice to do this?

  • 03-11-2013 5:22 PM In reply to

    Re: How to get the total number of items on invoice--possible???

    Answer

    Hi jad, 

    Some customization can be done to achieve this goal. I don't think you can add the count right on the grid but you can add it elsewhere on the invoice. Add a textbox or a label object somewhere on the invoice. This will be used to display the count. Next add the following actions into your Save button. Alternatively, you can make a button that updates the count. 

    First use the action Retrieve value from tableYou'll have to retrieve the LineOrder field from the InvoiceLine table where the InvoiceRecordID field is equal to the active recordID. Retrieve the maximum. The logic behind this is that the LineOrder field tracks the order on the invoice and the maximum number (the last item on the invoice) will be equal to the count. Make sure to then enter this action result into your desired object using the Enter Value into Field On Screen action. 

    When you're entering new items into an invoice you will have to Update the grid before you proceed to see the updated count. 

    If you need consulting help I can put you in touch with one. Just remember this is a paid service. Hope this helps! 

    Jason 

    Need more help? Ask us about Method consulting services

    Jason Masina
    Community Support Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.masina@methodintegration.com
  • 03-12-2013 3:33 PM In reply to

    Re: How to get the total number of items on invoice--possible???

    Hi jan, 

    After taking another look at this post, I have some additional comments that may help. I mentioned that you should try to retrieve the Maximum with the Retrieve value from table action but it would make more sense to retrieve the Count. Same result, but retrieving the count is easier to understand. 

    If you want your customers to also see the count, you might need to customize the Invoice (Product) report in Method's Report DesignerThis is the report that you generate when you click Print PreviewAdd the field Invoice.InvoiceLine.Invoice.Item to the report and edit the properties of this field. Click the three dots button beside the Summary properties. Here you will be able to add a Count under Summary function. See the attached image. 

    If you're still stuck please expand a little further on what exactly you are trying to do. 

    - Jason


    Need more help? Ask us about Method consulting services

    Jason Masina
    Community Support Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.masina@methodintegration.com
  • 03-13-2013 4:05 PM In reply to

    • jad
    • Not Ranked
    • Joined on 03-11-2013
    • Posts 2

    Re: How to get the total number of items on invoice--possible???

    Jason, that's exactly what I was looking for--thank you for your help!

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