invoice calculation

[Burghew]

Hi all,
I need to take montly invoices for all the work orders completed (based on
DateCompleted) from my tranaction table. Please can anyone suggest a way to
avoid charging the customers again for the subsequent months when I take the
invoice for the next month (exclude all the records for which I have already
invoiced for the previous month if work IsNotNull(datecompleted). Any tips
on how to improve invoicing on a montly basis. TIA

 

[Allen Browne]

In the WorkOrder table, include a field named InvoiceID. It is null until
the invoice is made out.

At the end of the period (month?) your code will locate all work orders that
have a DateCompleted, but no InvoiceID. Create invoices for them, and record
the InvoiceID in the WorkOrder table. You should also lock the WorkOrder so
no further changes can be made if its InvoiceID is not null.

It does involve quite a bit of code to generate the invoices for the period,
but is not difficult if you are familiar with VBA, and SQL statements.

 

[Burghew]

In the WorkOrder table, include a field named InvoiceID. It is null
until the invoice is made out.

At the end of the period (month?) your code will locate all work
orders that have a DateCompleted, but no InvoiceID. Create invoices
for them, and record the InvoiceID in the WorkOrder table. You should
also lock the WorkOrder so no further changes can be made if its
InvoiceID is not null.
It does involve quite a bit of code to generate the invoices for the
period, but is not difficult if you are familiar with VBA, and SQL
statements.

Any code tips.