Best way to approach Invoice Processing app

Like (0) Share

Report

Posted on 23 Oct 2023 20:37:55 by mpistil

Hello!

I am building an app to allow a client to process invoices digitally.

They need to be able to attach a copy of the invoice, enter in all details about the invoice (date, due date, supplier number, approvers, supplier name, etc.). In my mind, I envisioned data such as supplier number, name, etc. being stored in a SP list and then fed into the app via an edit form for easy selection.

However, this is where I need help ... each invoice may need to be assigned to several Expense Code #s. Note, it may not always be an equal amount charged amongst those Code #s (an invoice for $250: one Code may pay for $45, another may pay $205). Then, once the Code #s are identified (to include how much they will each pay toward the overall invoice amount), as a control, the user would like to see on screen the breakout of charges and how they equal up to the original invoice amount.

Appreciate any guidance!

All responses (2)

Answers (1)

Verified answer

mpistil on 25 Jan 2024 at 20:22:24

Like (0)

Report

Re: Best way to approach Invoice Processing app

Thanks, @jcfDaniel for the tip! I am not familiar with Relational Databases, so I am going to add that to my list of things to investigate.

My company has not yet transitioned to Dataverse; we are using SharePoint for storing our data. What I ended up doing was for the Parent record -- which was collected via form -- , upon clicking of the "Submit" button, I did a ClearCollect of the data (collection name, "lastitem") and then did Patch/Defaults to write to SharePoint. The Submit button would then navigate you to the page for the Child data.

Then for the child record -- collected via form -- I had a data card for Parent ID. I hid the data card visibility wise, and for the default control did "First(lastitem.ID)". It has been working like a charm.

I suspect though that if I had more than one user in the app, which I won't, I would have to probably consider what would happen if two people were entering data at the very same time.
jorge.daniel 1,430 Super User 2024 Season 1 on 24 Oct 2023 at 07:56:35

Like (0)

Report

Re: Best way to approach Invoice Processing app

Hi,

Are you familiar with relational databases?

You need to create 2 tables: Invoice and Invoice Detail and connect them through an ID on the Invoice table. On the detail table you assign expense codes by lines.

Also, consider expense codes and a supplier tables.

That´s great stuff for dataverse 😉

Regards