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  1. #1
    Thomasso is offline Competent Performer
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    Partial invoice of a sales order

    Hi all,

    I have the following issue:


    • typical SalesOrders / SalesOrderDetails scenario (a detail is something like Product 1, quantity: 5, unit price: 100
    • Invoice / InvoiceDetails (when a SalesOrderDetail gets invoiced, it gets assigned the InvoiceDetailID, so I can see that this item has already been invoiced - at least I think this is a good way).


    But the problem is, that sometimes I need to divide the Sales Order Detail into multiple Invoices. Let's say that there are 5 units in the order, but I only have 3 on stock. So I invoice those and when I receive the 2, I invoice the rest. This is a problem for the design mentioned above.

    The desired result is that I will look at the sales order and I will see - Okay there are 5 units in this order and 3 have been invoiced already - so the entire order will be marked as "Partially Invoiced".


    Can you recommend me the best way to do this? Thank you.

    Tomas

  2. #2
    ranman256's Avatar
    ranman256 is offline VIP
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    something like:

    Code:
    if ItemInStock< ItemsInOrder then
       orderFillStat = "Paritally Invoiced"
    else
       orderFillStat = "Full Invoice"
    endif

  3. #3
    Thomasso is offline Competent Performer
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    Thanks but I don't see how this solves my main issue?

  4. #4
    Minty is offline VIP
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    In your invoice records, record the qty invoiced and the sales order line number from your order details table.
    If the qty Invoiced < the qty on the order you can calculate that it is partially invoiced.
    DLookup Syntax and others http://access.mvps.org/access/general/gen0018.htm
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  5. #5
    kd2017 is offline Well, I tried at least.
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    I'm not suggesting this as *the best way* to do this as you've requested but this is what came to my mind. I'm sure Minty, randman, et al can make suggestions or point you to an existing model somewhere. @Orange for example usually has links to existing models to start from.

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  6. #6
    Thomasso is offline Competent Performer
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    Sorry for my late reply. Thank you kd2017, I modeled this on paper and it seems that it will work well! :-) I will also use it for partial shipments.

  7. #7
    orange's Avatar
    orange is online now Moderator
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    @kd2017 Thanks for the favourable comment.

    @Thomasso You may get some ideas from this free data model involving partial deliveries/shipments from Barry Williams' site. He separates Orders/OrderDetails, Shipments/ShippedItems, Invoices/InvoiceShipmentItems.

Please reply to this thread with any new information or opinions.

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