10-13-2008 06:49 AM
First time poster, here. I've read through the forums on Invoicing and I am afraid that this post from Roy:
indicates that I CANNOT do what I'd like. But I'm asking to be sure.
We do legal document prep. And our Invoices involve a list of products to one Co. per Opportunity. And a Subtotal. That's all.
We've been using the Exponenciel -> Excel method. But This involves a two step process for reprinting invoices/record keeping.
I'd like it all to happen in ACT!
Again, it might not be possible, and I might have to go to Crystal (which I've used before but not with ACT!).
Let me boil it down to one question: Just now I was able to make an "Invoice" for one Opportunity. I had to Point ACT! to the opportunity by narrowing the Contact and Date parameters.
But the result is ACT takes my one-page invoice report Template and reproduces it for EACH product.
Is it possible to have different "Products" in the Template point to separate products in the database?
I know I'm all over the place, here, but I have seen a lot of genuine help doled out, so please let me know if I can be more specific.
Thanks in advance,
10-13-2008 08:53 AM
If I understand correctly what you want to do, you've got a mutually exclusive situation with the ACT! reports. The ACT! reports only permit one level of subreports and an opportunity based report can't be limited to a lookup of contacts. So if you make the report a contact based report, you can add a subreport for opportunities but you can't show product detail because the product detail would require a separate subreport within the opportunity subreport.
If you want to discuss this further, contact me offline or send a private message.
10-13-2008 02:21 PM
I assumed that by "private message" you meant an email to the address in your sig? If I am missing something, please feel free to let me know. I've updated my profile.
10-13-2008 02:29 PM