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Seperate form (?) for invoices

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Posted on by Ariini

Hello everyone 🙂

I just started with PowerApps and Im currently working on a small project for collecting sales entries from different departements using PowerApps and a SharePoint List.

Each sales entry is a SharePoint List entry with ~10 elements.

One of these elements is the sales volume of the specific entry.

This element (sales volume) consists of different invoices.

Right now I have one overview, a detail form and an edit form.

I wanted to ask if its possible to go into the edit form of an item, go here into the sales volume element and open another edit form where I can store multiple invoices that are later added up to be the sales volume.

Kinda like this:

Im not sure if this works without creating multiple elements within the SharePoint List where the invoices can be stored.

As there are around 300 different entries per fiscal year where each have around 5 invoices Im stuck right now how I can store the invoices wihtout expanding the SharePoint List by around 1500 entries.

Im sorry for the essay but I dont really know how to do this - can someone please help me with this?

Kind regards

Ariini

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neuronic 177 on at

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Hi, do you mean you want to calculate the number sold of each item based on summating all the invoices? If so, you should probably have a SP list, list1, containing different items available, & another SP list, list2, of sales with a field for the item which looks up from list1? You can then easily have a gallery in the PA showing total sales of each item.

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Marcel Lathouwers 237 on at

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Hi @Ariini
also consider using dataverse as your data storage. It is so much easier to relate two tables together. Maybe even use a model driven app instead of a canvas app.

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Ariini 76 on at

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Thanks for your help 🙂
The company Im working at has only used SharePoint Lists so I tried this as well.
But Ill look into dataverse and see if I can use it.

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Ariini 76 on at

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Hi and thanks for your help 🙂
Its similar.
I tried to create two lists now (one for the items and one for the invoices)
They want to have an Editform for SharePoint List 2 in the Detailform from SharePoint List 1.

Sorry I had to black out quite a bit but this is the Detailform I have right now. It contains the data from SharePoint List 1.
And I have to add the following as an Editform to the white space on the Detailform

My problem is that even if I dont connect them in one screen I have to connect the data.
The Title field in my new Editform should be the activated item Title/ID from the other SharePoint list.

So if I am in Item 12 that has the ID 12 I have to set the "Title" in my new Editform to 12.
Or I am conusing myself right now.
When Im adding a new entry to SharePoint List 2 ( that contains the invoices) it has to be connected via Title/ID to the other SharePoint List.

Is that possible?

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neuronic 177 on at

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I am not sure of your exact set-up or needs but you could for example have list1 for items and list2 for invoices.
list1 could have the fields below:
ID (SP will automatically create)
item field type: text
cost field type: currency

list2 could have the fields below:
ID (SP will automatically create)
client field type: text or lookup
date date & time
item field type: lookup (from list1)
quantity field type: number

Then your app will "know" these two lists are connected.
In the app you could then, for example, have a gallery for the invoices with the details in a edit form.

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Ariini 76 on at

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Thank you - this worked for me 🙂

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