Print Quote without Invoicing and Shipping Info requirment - using Access 2010

[Stephanie53]

I need to print or email a Quote to a customer before it can become an order for customers approval.

I am using the same type of form in Northwind Traders Template

But it wont let me create a Quote to be either printed or emailed.

Here is the code it came with:

Option Compare Database
Option Explicit

Sub SetDefaultShippingAddress()
If IsNull(Me![Customer ID]) Then
ClearShippingAddress
Else

Dim rsw As New RecordsetWrapper
If rsw.OpenRecordset("Customers Extended", "[ID] = " & Me.Customer_ID) Then
With rsw.Recordset
Me![Ship Name] = ![Contact Name]
Me![Ship Address] = ![Address]
Me![Ship City] = ![City]
Me![Ship State/Province] = ![State/Province]
Me![Ship ZIP/Postal Code] = ![ZIP/Postal Code]
Me![Ship Country/Region] = ![Country/Region]
End With
End If
End If
End Sub

Private Sub cmdDeleteOrder_Click()
If IsNull(Me![Order ID]) Then
Beep
ElseIf Me![Status ID] = Shipped_CustomerOrder Or Me![Status ID] = Closed_CustomerOrder Then
MsgBoxOKOnly CannotCancelShippedOrder
ElseIf MsgBoxYesNo(CancelOrderConfirmPrompt) Then
If CustomerOrders.Delete(Me![Order ID]) Then
MsgBoxOKOnly CancelOrderSuccess
eh.TryToCloseObject
Else
MsgBoxOKOnly CancelOrderFailure
End If
End If
End Sub

Private Sub cmdClearAddress_Click()
ClearShippingAddress
End Sub

Private Sub ClearShippingAddress()
Me![Ship Name] = Null
Me![Ship Address] = Null
Me![Ship City] = Null
Me![Ship State/Province] = Null
Me![Ship ZIP/Postal Code] = Null
Me![Ship Country/Region] = Null
End Sub

Private Sub cmdCompleteOrder_Click()
If Me![Status ID] <> Shipped_CustomerOrder Then
MsgBoxOKOnly OrderMustBeShippedToClose
ElseIf ValidateOrder(Closed_CustomerOrder) Then
Me![Status ID] = Closed_CustomerOrder
eh.TryToSaveRecord
MsgBoxOKOnly OrderMarkedClosed
SetFormState
End If
End Sub

Private Sub cmdCreateInvoice_Click()
Dim OrderID As Long
Dim InvoiceID As Long

OrderID = Nz(Me![Order ID], 0)

' Gracefully exit if invoice already created
If CustomerOrders.IsInvoiced(OrderID) Then
If MsgBoxYesNo(OrderAlreadyInvoiced) Then
CustomerOrders.PrintInvoice OrderID
End If
ElseIf ValidateOrder(Invoiced_CustomerOrder) Then

' Create Invoice Record
If CustomerOrders.CreateInvoice(OrderID, 0, InvoiceID) Then

' Mark all Order Items Invoiced
' Need to change Inventory Status to SOLD from HOLD
Dim rsw As New RecordsetWrapper
With rsw.GetRecordsetClone(Me.sbfOrderDetails.Form.Reco rdset)
While Not .EOF
If Not IsNull(![Inventory ID]) And ![Status ID] = OnHold_OrderItemStatus Then
rsw.Edit
![Status ID] = Invoiced_OrderItemStatus
rsw.Update
Inventory.HoldToSold ![Inventory ID]
End If
rsw.MoveNext
Wend
End With

' Print the Invoice
CustomerOrders.PrintInvoice OrderID

SetFormState
End If
End If
End Sub

Private Sub cmdShipOrder_Click()
If Not CustomerOrders.IsInvoiced(Nz(Me![Order ID], 0)) Then
MsgBoxOKOnly CannotShipNotInvoiced
ElseIf Not ValidateShipping() Then
MsgBoxOKOnly ShippingNotComplete
Else
Me![Status ID] = Shipped_CustomerOrder

If IsNull(Me![Shipped Date]) Then
Me![Shipped Date] = Date
End If
eh.TryToSaveRecord
SetFormState
End If
End Sub

Private Sub Customer_ID_AfterUpdate()
SetFormState False
If Not IsNull(Me![Customer ID]) Then
SetDefaultShippingAddress
End If
End Sub
Private Sub Form_Current()
SetFormState
End Sub

Private Sub Form_Load()
SetFormState
End Sub

Function GetDefaultSalesPersonID() As Long
GetDefaultSalesPersonID = GetCurrentUserID()
End Function



Function ValidateShipping() As Boolean
If IsNull(Me![Shipper ID]) Then Exit Function
If Nz(Me![Ship Name]) = "" Then Exit Function
If Nz(Me![Ship Address]) = "" Then Exit Function
If Nz(Me![Ship City]) = "" Then Exit Function
If Nz(Me![Ship State/Province]) = "" Then Exit Function
If Nz(Me![Ship ZIP/Postal Code]) = "" Then Exit Function

ValidateShipping = True
End Function

Function ValidatePaymentInfo() As Boolean
If IsNull(Me![Payment Type]) Then Exit Function
If IsNull(Me![Paid Date]) Then Exit Function

ValidatePaymentInfo = True
End Function

Sub SetFormState(Optional fChangeFocus As Boolean = True)
If fChangeFocus Then Me.Customer_ID.SetFocus

Dim Status As CustomerOrderStatusEnum

Status = Nz(Me![Status ID], Quote_CustomerOrder)

TabCtlOrderData.Enabled = Not IsNull(Me![Customer ID])

Me.cmdCreateInvoice.Enabled = (Status = Quote_CustomerOrder)
Me.cmdShipOrder.Enabled = (Status = Quote_CustomerOrder) Or (Status = Invoiced_CustomerOrder)
Me.cmdDeleteOrder.Enabled = (Status = Quote_CustomerOrder) Or (Status = Invoiced_CustomerOrder)
Me.cmdCompleteOrder.Enabled = (Status <> Closed_CustomerOrder)

Me.[Order Details_Page].Enabled = (Status = Quote_CustomerOrder)
Me.[Shipping Information_Page].Enabled = (Status = Quote_CustomerOrder)
Me.[Payment Information_Page].Enabled = (Status <> Closed_CustomerOrder)

Me.Customer_ID.Locked = (Status <> Quote_CustomerOrder)
Me.Employee_ID.Locked = (Status <> Quote_CustomerOrder)

Me.sbfOrderDetails.Locked = (Status <> Quote_CustomerOrder)
End Sub

Function ValidateOrder(Validation_OrderStatus As CustomerOrderStatusEnum) As Boolean
If IsNull(Me![Customer ID]) Then
MsgBoxOKOnly MustSpecifyCustomer
ElseIf IsNull(Me![Employee ID]) Then
MsgBoxOKOnly MustSpecifySalesPerson
ElseIf Not ValidateShipping() Then
MsgBoxOKOnly ShippingNotComplete
Else
If Validation_OrderStatus = Closed_CustomerOrder Then
If Not ValidatePaymentInfo() Then
MsgBoxOKOnly PaymentInfoNotComplete
Exit Function
End If
End If
Dim rsw As New RecordsetWrapper
With rsw.GetRecordsetClone(Me.sbfOrderDetails.Form.Reco rdset)
' Check that we have at least one specified line items
If .RecordCount = 0 Then
MsgBoxOKOnly OrderDoesNotContainLineItems
Else
' Check all that all line items have allocated inventory
Dim LineItemCount As Integer
Dim Status As OrderItemStatusEnum
LineItemCount = 0
While Not .EOF
LineItemCount = LineItemCount + 1
Status = Nz(![Status ID], None_OrderItemStatus)
If Status <> OnHold_OrderItemStatus And Status <> Invoiced_OrderItemStatus Then
MsgBoxOKOnly MustBeAllocatedBeforeInvoicing
Exit Function
End If
rsw.MoveNext
Wend

ValidateOrder = True
End If
End With
End If
End Function



Please help me as I need to have create a Quote Form (Button) and renamed the Invoice Form to Order/Invoice and changed the Status to reflect the following:

Quoted
Ordered
Shipped
Completed (invoiced then)

Please help me with the above code to get this to work this way:

Quoted (able to have option of Printing or Emailing (which if email needs to be in PDF Format)
Ordered (means customer has approved and product can be manufactured)
(Now here is the kicker) - Before being shipped has to go to Quality Control so I will need a popup for their approvale before it goes to "Shipped" Status

[June7]

This is continuation of discussion in https://www.accessforums.net/forms/s...99/index2.html