Text Only Invoices

chadwicke

I'm need to enter 'Text only invoices' in to Navision. I can do this with the standard product, but the description box is limited to 40/50 chars. I need to be able to type in pages and pages of text against each line item, so I thought I could either change the description text field for a blob field or use some other method. Has anyone already done some work on this area or can anyone point me in the right direction.

Many thanks

Ed

Savatage

I'm not quite sure what you're typing to accomplish but here's what we do and maybe it it might pertain to your situation.

We use the extended text feature for the item.
example we sell a kit of something then underneath the item pop-ups the extended text describing what's in this kit in detail.

it originally was just appearing at the bottom of all the lines but we added a new sort sequence so each item has it's extended text directly underneath it.

The extended text also print on the invoice in the same manner.

one problem with our original setup was once you entered an item that has extended text (not all do) it would insert all these lines. When adding another item in we would have to arrow down till we reached the next blank line (slowing the order entry process). Solution was that after the order was done at the time of release Navision would then go thru the line items and insert all the necessary extended text once entery has been completed.

this might not be what you need or maybe part of it can be used, but hopefully someone out ther might need a solution such as this.

chadwicke

Thanks for the answer, but it's not really what I'm trying to achive.

There will be no use of product on the invoices, we'll just be posting staight to a GL code. ie.

1) create a new invoice
2) select the correct GL code on a new invoice line
3) enter one off text that relates to the line. The charges will mainly be for consultancy work, so the person entering the invoice needs to type onto the invoice details of the consultancy work carried out, and this could run for many line of text and as the text for each line item / invoice is unique, I can't really use the extended text fuctionality.

I hope this explains it a bit better.

Regards

Edward

Savatage

so if your creating an invoice why not use the order notes. you'll always be able to navigate back to see them if necessary and you can check them to print on an invoice if you need to send one out.

tip: in the notes properties if you set auto enter to YES & next control back to itself you'll be able to enter notes without having to stop. it will automatically drop down to the next line when it runs out of space on the current line.

chadwicke

Thanks, this looks good so far.

Just a couple of questions,

what's the syntax for the 'NextControl' box? I'm not sure exactly what to enter to get it to go back to the 'Comment Field'.

Also I can't seem to see where to 'check' the notes to print on an invoice

Regards

Ed

Savatage

while in the notes click on show column. maybe you don't have all the columns showing. one is called Print On Invoice (just check it)

also while in the notes, click on tools->designer. Click on the Comment column (lines not the header)->Right click->properties.

the ID filed should be the first field (in my case the value is 4)
this is what the next control needs. Next Control:4

next control is very handy for us in order entry. we only need the item number & qty fields to be entered (usually)

so since our item number is always 5 digits i set the MaxLength to 5 and the nextcontrol to jump right to the qty column. what this does is once the 5 digits has been reached it goes right to the qty field without an clicks or tabs having to be done to speed up order entry.

After the qty has been filled in the enter or tab button is hit and i set the next control on the qty filed to go back to the item number column.

this way 200 or more line orders are entered in the most efficent way possible (as far as manual entry is involved)

chadwicke

Thanks,

I've got the 'NextControl' working, but when I click 'Show Column' the only fields that come up are

Date
Comment
Code

I'm using 3.70 so I should have the latest functionality. Do you think printing comments on invoices maybe US specific?

Regards

Ed

Savatage

i'm not on 3.7 but i have the choices:

Date
Comment
Code
Include in Email
Print on Invoice
Print on Pick Ticket
Print On Quote
Print On Order Confirmation
Print On Shipment
Print On Credit Memo
Print On Return Authorization
Print On Return Receipt

I Can't believe a newer version would lose this functionality. Maybe someone else reading this can help us with this question?

Savatage

You can still easily add these fields to the Sales Comment Line Table. Then add the sales comment lines to your invoice.

But first I'm curious if anybody else has these options I have or if they are specific to the US version?

When I look at my Invoice Report in Designer my DataItem's look like this

Sales Invoice Header |<Sales Invoice Header>
-Sales Invoice Line |SalesInvLineDesc (Sort By Description Alphabetically)
--Sales Invoice Line |SalesInvLineExt(This is for the Extended Text to stay with the item)
-Sales Comment Line |<Sales Comment Line>
-Interger |Copy Loop
--Integer |Page Loop
---Integer |SalesInvLine

chadwicke

I've downloaded the US version of Navision 3.7 and it look like this functionality is in the US product only!

Trouble is I can't access the code in the US product with my UK developers licence!

Ed