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search by invoice number

Submitted by the equine practice on Fri, 18/09/2009 - 14:22
in

Hi
Is it possible to search for a client account by the invoice number?

Thanks
Tamara

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Re: search by invoice number

Submitted by Tony De Keizer (not verified) on Fri, 18/09/2009 - 19:00.
Hi Tamara,Currently we don't have a transaction number search in the actual application but we can provide a report that you could run from reporting ->Reports which would allow you to enter a transaction no as a report parameter and only list the customer who belongs to that transaction. As you are looking for invoices I have  cheated an bit and modified the standard Customer Sales report to prompt for transaction Number as well.  You still need to put in a date range that encompasses the transaction no you are searching for.  Also if you want to not search for transaction number make sure the field is set to 0 (the default). I have attached the modified report.  You will need to go into Administration ->templates and find the Customer Sales Report template, edit and use the select button to upload the attached report.Hopefully this will help you. CheersTony On Fri, Sep 18, 2009 at 1:22 PM, <theequinepractice@gmail.com> wrote:
Hi Is it possible to search for a client account by the invoice number? Thanks Tamara _______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: //lists.openvpms.org/listinfo/users" target="_blank">http://lists.openvpms.org/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- //tinyurl.com/openvfu" target="_blank">http://tinyurl.com/openvfu

Customer Sales Report with transaction I.D.

Submitted by bellvet on Wed, 23/09/2009 - 17:14.

Sandra @ Bellarine

Hi Tony,

I can't see the attached report, can I find it somewhere else?

Sandra.

Re: Customer Sales Report with transaction I.D.

Submitted by Tony De Keizer (not verified) on Thu, 24/09/2009 - 11:00.
Sorry Sandra.  List stripped off attachment.I have created a shared resource where you can download the file.  //www.openvpms.org/customisation/customer-sales-report-transaction-no-search">http://www.openvpms.org/customisation/customer-sales-report-transaction-no-search CheersTony On Wed, Sep 23, 2009 at 4:14 PM, <sandra@bellvet.com.au> wrote:
Sandra @ Bellarine Hi Tony, I can't see the attached report, can I find it somewhere else? Sandra. _______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: //lists.openvpms.org/listinfo/users" target="_blank">http://lists.openvpms.org/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- //tinyurl.com/openvfu" target="_blank">http://tinyurl.com/openvfu

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