IN Invoice Designer

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Use the Invoice Designer to design layouts for Invoices, Credits, Quotes and Packing Slips generated from IN. You can design your own invoice documents or open and modify existing invoice document designs. To design an invoice document quickly, start with an existing layout, save it with a different name, then modify it. Sample reports are installed with the Accredo server install, and are also available on the Accredo website.

Note: If you modify reports that are provided with Accredo it is important to save them with different names, as when Accredo updates are installed, the reports can be overwritten.

Packing Slips produced from orders entered in OE can be designed in OE Packing Slip Designer.

The IN Invoice Designer is based on the Report Designer and has similar functionality. Full report design facilities including MaxBasic are available.

Usually an Invoice document consists of a:

Header band showing customer details and invoice number
Repeating Detail band showing invoice lines, and
Footer band for totals.

Iterators are available to create sub-sets of records. Bands are selected for the iterators. Iterators iterate through the records associated with the document. You can filter and sort the iterators to control which records are included and in which order. For example, you can filter the Supply iterator to exclude Usage, or you can sort by Bin Code.

One or more Detail, Group Header and Group Footer bands added to the report design can be selected for an iterator.

Name	Iterators determine the records shown in the report. Available Iterators are: JobDescription - if the Invoice is linked to a Job, iterates through the description lines of the job. Supply - iterates through the invoice lines. CustomerBackOrder - iterates through items on back-order for the customer in OE. InvoiceBackOrder - iterates through items on back-order for orders related to the invoice. Shipping - iterates through the shipping lines for the invoice. Bank - iterates through the banking lines for the invoice. Tracking - iterates through the tracking detail for the invoice line.
Bands	The Bands in the report to apply the iterator to.
Sort Order	Optionally select fields to sort records in the iterator.
Filter	Optionally select fields to further filter the iterator.

Objects available in the Invoice Designer in addition to the standard objects are:

BankAccount	Fields from the Bank Account record.
BankLine	Fields from the Bank line records.
Branch	Fields from the Branch record.
Contact	Fields from the Customer Contact records. If a Contact has been specified, this object is populated with the information associated with the document. If no Contact is specified, this object is populated with the primary contact information (if specified).
Customer	Fields from the Customer record.
CustomerBackOrder	Fields from the Back-order summary records for the Customer.
DeliveryAddress	Fields from the delivery address records.
InvoiceBackOrder	Summary of items back ordered on orders that this invoice is for.
InvoiceHead	Fields from the Invoice header record.
InvoiceLine	Fields from the Invoice line records.
itBank	Properties of the Bank iterator.
itCustomerBackOrder	Properties of the CustomerBackOrder iterator.
itInvoiceBackOrder	Properties of the InvoiceBackOrder iterator.
itJobDescription	Properties of the JobDescription iterator.
itShipping	Properties of the Shipping iterator.
itBackOrder*	Properties of the BackOrder iterator.
itDescription*	Properties of the JobDescription iterator.
itSupply	Properties of the Supply iterator.
itTracking	Properties of the Tracking iterator.
Job	Fields from the Job (if a JC Invoice).
JobDescription	Fields from the Job description records (if a JC Invoice).
JobTransaction	Fields from the Job transaction records (if a JC Invoice).
OrderHead	Fields from the Order Header record.
OrderLine	Fields from the Order line records.
Product	Fields from the Product specified in the Invoice line.
ProductQty	Fields from the quantity for the Product specified in the Invoice line.
SalePerson	Fields from the SalesPerson record.
Shipper	Fields from the Shipper record.
ShipperLine	Fields from the Shipper line records.
Tracking	Fields from the Tracker record.

Report functions available in addition to the standard MaxBasic functions are:

CashInvoice	A Boolean function that returns True if the invoice is printed as part of processing as a cash sale. This function could be useful to allow a message such as "Paid, Thank You" to be printed on cash sale invoices.
ChargeName (charge)	A function that returns the name of the charge specified by the parameter charge which must be in the range 1-4.
CopyInvoice	A Boolean function that returns True if Print as Copy is selected when reprinting invoices. This allows the words "Copy Only" or similar to be printed on copy invoices.
PackingSlip	A Boolean function that returns True if the invoice is printed as a Packing Slip.

Sample IN Invoices are provided with the Accredo Server Install, and are also available on the Accredo website. Sample IN Invoices include:

INInvoice.pfd - standard IN Invoice.
INInvoice_NoWrap.pfd - IN Invoice without word-wrapped narrative lines.
INInvoiceWithInvoiceBackOrders.pfd - IN Invoice including back orders.

To use documents downloaded from the website, ensure your document designer is the latest version.

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