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 How to Add a Salesperson Field to Invoice Report?
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ProcycleDev
Starting Member

2 Posts

Posted - 10/30/2009 :  7:49:27 PM  Show Profile  Visit ProcycleDev's Homepage  Reply with Quote
I would like to add a field to our invoice report that displays the salesperson for that invoice.
I've got a good handle on report editing and some limited programming experience.

I need to know what to add to the report code to display the salesperson variable on the invoice.

Any help is appreciated, even if it's just a link to the right documentation on how to find the variable for the salesperson.

JaredSE
Senior Member

576 Posts

Posted - 11/04/2009 :  09:47:53 AM  Show Profile  Reply with Quote
You'd need to link the EnteredBy field in the Orders table to the Text1 field in the Lists table where the List is 'Sales People' in the query that is setting the recordsource of the report, and select the Lists.Text2 field in the same query. Then you can use it as the control source of a text box on the report.

Edited by - JaredSE on 11/04/2009 09:48:37 AM
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ProcycleDev
Starting Member

2 Posts

Posted - 11/11/2009 :  2:11:02 PM  Show Profile  Visit ProcycleDev's Homepage  Reply with Quote
Thanks I got it figured out. I skipped the step to convert the initials to a full name, as we prefer the initials.
I'm actually surprised how easy it is to add new fields to the invoice.

For anyone else that runs across this post here is what I did:
Add a text box to the report (located in the design tab on the ribbon)
Then open the properties on the for the text box. In the Control Source box dropdown choose EnteredBy.
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