Desktop services template - add items to invoice

[crecker]

I am using the Desktop services template as a starting point for an invoicing app. I would like to be able to add a product and/or service after the invoice is submitted so I can add a finance charge for invoices that haven't been paid yet. The template is setup to prevent items from being added once it is submitted. Can anyone help me with a work around or point me to the macro / rule that is preventing this action?

[June7]

Not familiar with that template. However, I would think a finance charge should be another transaction on the account, not an adjustment to the invoice, and be reflected as a line on a monthly statement.

[crecker]

Thanks for the suggestion but I really need it to be an adjustment to the existing invoice.

[June7]

I download the template presented by Access and it is actually a web version. Is that what you have?

This template is macro heavy. I don't use macros (I don't build web databases).

The InvoiceDetail form has an OnCurrent event embedded macro that runs a standard macro called Invoices. Depending on value of varAllowInvoiceChanges as set by the SetLocalVar action, a submacro called SetInvoiceState:

1. locks the subform container control sbfServiceDetails
2. locks the subform container control sbfProductDetails
3. disables the Submit button

Make changes as you dare.

[crecker]

Yes what I have is a web version but I plan on having my friend just run it on his desktop. Thank for the information, I will try to look at those macros and see if I can modify them to allow the app to work the way I would like. I am by no means a macro savy person but at least now I know where to start looking.

[crecker]

Okay, I open the macro Invoice in design view, under Submacro: SetFormState I tried deleting both SetProperty - sbfServiceDetails and sbfProductDetails and saved my changes. Opened a submitted invoice but it still won't let me add a line to the invoice.

Are these the correct things I should be getting rid of to allow changes to a submitted invoice or perhaps I didn't interpret your suggestion correctly?

[June7]

What I did.

1. open InvoiceDetail form in layout view

2. delete the call to the SetFormState macro.

3. select each subform container control (use the dropdown box on Property Sheet) and change the Locked property to no, save the from

4. open InvoiceDetail from Main, edit invoice

[crecker]

That works for adding lines to existing invoice but it breaks the functionality of Submitting the invoice and the error checking which are very important to keep.

[June7]

Not surprising. So instead of removing reference to macro, edit it as you see appropriate. Just make sure the form doesn't get saved with those Locked properties set to yes. Good luck.

[crecker]

In the Invoices macro, under SetFormState macro I deleted the call to set the sbfServiceDetails and sbfProductDetails to locked. Opened the InvoiceDetail form in layout view, set both subforms to Lock = No. This seems to be working and keeps the rest of the processing and error checking working normally.