Trans_type can be “Inv” (invoice), “Pmt” (payment) , “Adj” (adjustment).
Sales tax is added to each invoice as needed as an additional line item charge.
I have some users who are looking for Line Item posting so they can see actual money received for each line item (vs money adjusted off). I believe employees may be paid on a percentage of actual money received for certain line items.
Has anybody set something up like this? I am wondering what database structure was used and what a payment screen might look like.
basically what you have is the “total” line of the invoice without the details
sounds like you need an extra table for all the line items on an invoice
at least thats what I’d suggest
then relate the two on trans_number and each detail ion the invoice has a line number
The Eddies Electronics sample project uses a database with this type of structure. It has Invoices and InvoicesItems tables to track this level of detail.
[quote=225140:@Norman Palardy]basically what you have is the “total” line of the invoice without the details
[/quote]
Sorry. I didn’t list the entire db structure. Yes, there is a line item table.
I think I can come up with a table structure.
Has anybody seen a data entry window would be used to post payments per each line item (rather than each invoice).
I know Quickbooks posts per invoice. I am guessing it would look something like that except for each line item.
[quote=225190:@Norman Palardy]You let people specify which line items they are paying for ?
Or do you want to just record per line discounts instead of on the total invoice ?[/quote]
(please note this is a db already in production)
Right now, users enter payments against invoices only.
If someone chooses to do line item posting, a payment and/or adjustment (ie discount) would have to be entered line by line.
Then this brings up the issue where some payments might be entered against the invoice only, and others entered line-by-line.