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Saving Invoice as PDF
Hi there
I have a form "Jobs" On this form I select "Client", and insert Vehicle details, etc. This is for a Windscreen Repair Database. Now, on this "Jobs" form, I would like to insert a Command button - "Invoice Now".. by clicking this button, I would like to generate an invoice for the particular job. I would also like this button to save the invoice as pdf, and Preferrably when the user types in the name of the invoice and saves it, they mustnt have to type .pdf at the end of the file name. I would also like to insert a tick box next to the "invoice Now" button, which must automatically "tick" once "Invoice Now" has been clicked on. Then also, I have seen on a similar database to mine, that on the "Jobs" form, at the top right corner, there can be a combo box in which you can select the invoices which have been generated for a particular job and by selecting the particular invoice from the list, the invoice opens. Please could someone assist me with this....I think I will be ok with the design of the invoice, i just dont know how to do the command button which saves the report, as well as the tick box Thank you kindly Melissa |
#2
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Saving Invoice as PDF
Melissa,
It's best not to work on more than one problem per post. I'll try to handle the first two... you can always repost on your third item, if you get no responses on that. 1. Try http://freepdf-xp.en.softonic.com/ It (freeware) allows you to send/save Access reports in PDF format. 2. Create a new field in your Invoice table, ex. HasPrinted. Make it a Boolean True/False field. Place a checkbox control on your form, bound to the HasPrinted field, and when the PrintInvoice button is clicked, set HasPrinted = True -- hth Al Campagna Microsoft Access MVP http://home.comcast.net/~cccsolutions/index.html "Find a job that you love... and you'll never work a day in your life." "Melissa" wrote in message ... Hi there I have a form "Jobs" On this form I select "Client", and insert Vehicle details, etc. This is for a Windscreen Repair Database. Now, on this "Jobs" form, I would like to insert a Command button - "Invoice Now".. by clicking this button, I would like to generate an invoice for the particular job. I would also like this button to save the invoice as pdf, and Preferrably when the user types in the name of the invoice and saves it, they mustnt have to type .pdf at the end of the file name. I would also like to insert a tick box next to the "invoice Now" button, which must automatically "tick" once "Invoice Now" has been clicked on. Then also, I have seen on a similar database to mine, that on the "Jobs" form, at the top right corner, there can be a combo box in which you can select the invoices which have been generated for a particular job and by selecting the particular invoice from the list, the invoice opens. Please could someone assist me with this....I think I will be ok with the design of the invoice, i just dont know how to do the command button which saves the report, as well as the tick box Thank you kindly Melissa |
#3
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Saving Invoice as PDF
"Melissa" wrote in message
... Hi there I have a form "Jobs" On this form I select "Client", and insert Vehicle details, etc. This is for a Windscreen Repair Database. Now, on this "Jobs" form, I would like to insert a Command button - "Invoice Now".. by clicking this button, I would like to generate an invoice for the particular job. Okay we're going have to break this down into a few steps here, the first problem is the above problems need to solve, this will be accomplished by you building a report that lays out the information that looks like your invoice. Some people try to develop a form and try to print that, but access does not take very well to having a form printed, so build a report based on the same data source as your form. once you get this report late out and working the way you want, then you need some code that only prints the current record that you're on for that given report that you've built. So, our code to print that report would look like: if me.Dirty = True then me.Dirty = false end if ' the above forces the current record you are working on to be saved to disk. ' this than allows us to launch a report based on the current record. docmd.OpenReport "rptInvoice",acViewPreview,,"id = " & me!id The "id = " & me!id is the secret to making the report only print the current record we are viewing. Once we get the above working on the next step would be to convert this report to a pdf file. you've course at this point not mentioned what is the name and location as to where you want to save this pdf file. Furthermore is there a possibility that you plan to e-mail this pdf invoice? Thus, it would be a really great idea to consider in the future that you click on a button, the pdf invoice is created, then you launch outlook with a person's e-mail name taken from a email field on the form, and the pdf file is "already" attached to the email ready to go.... However let's not get ahead of ourselves! Once we got the report working and it prints exactly the way you want, the next step is to get some system that allowed you to convert this report to a pdf. About the best and simplest solution available is the free pdf creator from Stephens. The advantage of this system is that allows you to specify the output file name for your pdf file. I also prefers this solution as it means you don't have to install a printer driver, nor do you have to change your current default printer to make this thing work. you'll find Stephens solution he http://www.lebans.com/reporttopdf.htm I would also like this button to save the invoice as pdf, and Preferrably when the user types in the name of the invoice and saves it, they mustnt have to type .pdf at the end of the file name. You can even perhaps base the file name on an invoice number or some other field already in the form? If not, then you either prompt the user for the invoice number, or provide a textbox on the form in which the invoice number needs to be entered, and we use that as part of the file name for the pdf file name. I would also like to insert a tick box next to the "invoice Now" button, which must automatically "tick" once "Invoice Now" has been clicked on. You could place behind a button that prints the invoice the following code something like: me.invoiceTickField = True '...then code to print invoice follows Then also, I have seen on a similar database to mine, that on the "Jobs" form, at the top right corner, there can be a combo box in which you can select the invoices which have been generated for a particular job and by selecting the particular invoice from the list, the invoice opens. The above now is a little bit more complex and may involve changing your table structures and the design of your database. It's not clear if the one record you're looking at can have many different invoices attached to it, and each time you print do you generate a new invoice number? At this point it's not clear how we're going to generate new invoice numbers anyway. You might want to come up with some possible ideas as to the approach you plan to use for generation of invoice numbers. I guess what's not clear here is what is the relationship of that particular combo box to the current record your are currently viewing. Or is that combo box just a list of all invoices in the database regardless of the current record we are actually viewing? You'll likely have to explain this process further and in much more details as to what your actually trying to accomplish here. Unfortunately this questions is buried deep inside of post with a topic called "saving invoices as pdf" It is unlikely that regular viewers here who have some ideas on this particular idea and solution will understand or even realize that such a question is buried deep within a question talking about pdf creation. Please could someone assist me with this....I think I will be ok with the design of the invoice, i just dont know how to do the command button which saves the report, as well as the tick box Well from the access side your not really going to be saving the invoice which is a report. That invoice will be generated from information you have within the database. You might save some information such as the invoice number, perhaps the invoice date, who made the invoice and a few other particular details. Without knowing some of your table structures it hard to guess how this information is going to be saved. I guess one would likely assume that you have a classic invoice type table structure in which you have also a few related tables for things like the invoice details etc... The trick in approaching this is to break it down into simple little tasks and separate things. As I said I think the first task is to design a report that lays out your information in the correct fashion. This report would be based on the same "tables" as the invoice form. Then we design a way to implement single printing of one invoice. Then we implement the invoice numbering system. Then we implement the pdf printing system. Then we can implement some prompt system for the pdf file name, and then we can move on to other things like the combo box question etc. -- Albert D. Kallal (Access MVP) Edmonton, Alberta Canada \ |
#4
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Saving Invoice as PDF
Hi,
Thank you very much for who is assisting me. I have put a command button on my "Jobs" form - "InvoiceNow", which once clicked, a tick box is ticked. This is working fine. However, when i click on invoice, my report "Invoice" is showing duplicates. It is still showing only the specified record on the form, using "Forms!Jobs!JobNo" , however it is showing the same job no twice. I have added a new client to my database, and i think the problem is that each time i add a new client, it adds it 2 or three times. this is probably why i have the same client showing twice on the same job no. Why are my clients added twice? in the table "clients", "clientId" is set to indexed/yet/no duplicates? Thank you kindly Melissa "Albert D. Kallal" wrote in message ... "Melissa" wrote in message ... Hi there I have a form "Jobs" On this form I select "Client", and insert Vehicle details, etc. This is for a Windscreen Repair Database. Now, on this "Jobs" form, I would like to insert a Command button - "Invoice Now".. by clicking this button, I would like to generate an invoice for the particular job. Okay we're going have to break this down into a few steps here, the first problem is the above problems need to solve, this will be accomplished by you building a report that lays out the information that looks like your invoice. Some people try to develop a form and try to print that, but access does not take very well to having a form printed, so build a report based on the same data source as your form. once you get this report late out and working the way you want, then you need some code that only prints the current record that you're on for that given report that you've built. So, our code to print that report would look like: if me.Dirty = True then me.Dirty = false end if ' the above forces the current record you are working on to be saved to disk. ' this than allows us to launch a report based on the current record. docmd.OpenReport "rptInvoice",acViewPreview,,"id = " & me!id The "id = " & me!id is the secret to making the report only print the current record we are viewing. Once we get the above working on the next step would be to convert this report to a pdf file. you've course at this point not mentioned what is the name and location as to where you want to save this pdf file. Furthermore is there a possibility that you plan to e-mail this pdf invoice? Thus, it would be a really great idea to consider in the future that you click on a button, the pdf invoice is created, then you launch outlook with a person's e-mail name taken from a email field on the form, and the pdf file is "already" attached to the email ready to go.... However let's not get ahead of ourselves! Once we got the report working and it prints exactly the way you want, the next step is to get some system that allowed you to convert this report to a pdf. About the best and simplest solution available is the free pdf creator from Stephens. The advantage of this system is that allows you to specify the output file name for your pdf file. I also prefers this solution as it means you don't have to install a printer driver, nor do you have to change your current default printer to make this thing work. you'll find Stephens solution he http://www.lebans.com/reporttopdf.htm I would also like this button to save the invoice as pdf, and Preferrably when the user types in the name of the invoice and saves it, they mustnt have to type .pdf at the end of the file name. You can even perhaps base the file name on an invoice number or some other field already in the form? If not, then you either prompt the user for the invoice number, or provide a textbox on the form in which the invoice number needs to be entered, and we use that as part of the file name for the pdf file name. I would also like to insert a tick box next to the "invoice Now" button, which must automatically "tick" once "Invoice Now" has been clicked on. You could place behind a button that prints the invoice the following code something like: me.invoiceTickField = True '...then code to print invoice follows Then also, I have seen on a similar database to mine, that on the "Jobs" form, at the top right corner, there can be a combo box in which you can select the invoices which have been generated for a particular job and by selecting the particular invoice from the list, the invoice opens. The above now is a little bit more complex and may involve changing your table structures and the design of your database. It's not clear if the one record you're looking at can have many different invoices attached to it, and each time you print do you generate a new invoice number? At this point it's not clear how we're going to generate new invoice numbers anyway. You might want to come up with some possible ideas as to the approach you plan to use for generation of invoice numbers. I guess what's not clear here is what is the relationship of that particular combo box to the current record your are currently viewing. Or is that combo box just a list of all invoices in the database regardless of the current record we are actually viewing? You'll likely have to explain this process further and in much more details as to what your actually trying to accomplish here. Unfortunately this questions is buried deep inside of post with a topic called "saving invoices as pdf" It is unlikely that regular viewers here who have some ideas on this particular idea and solution will understand or even realize that such a question is buried deep within a question talking about pdf creation. Please could someone assist me with this....I think I will be ok with the design of the invoice, i just dont know how to do the command button which saves the report, as well as the tick box Well from the access side your not really going to be saving the invoice which is a report. That invoice will be generated from information you have within the database. You might save some information such as the invoice number, perhaps the invoice date, who made the invoice and a few other particular details. Without knowing some of your table structures it hard to guess how this information is going to be saved. I guess one would likely assume that you have a classic invoice type table structure in which you have also a few related tables for things like the invoice details etc... The trick in approaching this is to break it down into simple little tasks and separate things. As I said I think the first task is to design a report that lays out your information in the correct fashion. This report would be based on the same "tables" as the invoice form. Then we design a way to implement single printing of one invoice. Then we implement the invoice numbering system. Then we implement the pdf printing system. Then we can implement some prompt system for the pdf file name, and then we can move on to other things like the combo box question etc. -- Albert D. Kallal (Access MVP) Edmonton, Alberta Canada \ |
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