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visionx:invoice_application [2020/06/08 11:20] cduncan [Calculations in the Application] |
visionx:invoice_application [2020/06/10 10:37] (current) cduncan |
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~~NOTRANS~~ | ~~NOTRANS~~ | ||
- | ~~Title: Invoice application~~ | + | ~~Title: Invoice Application~~ |
Version: 5.0 / 2019-07-01 | Version: 5.0 / 2019-07-01 | ||
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====== Creating a Report ====== | ====== Creating a Report ====== | ||
- | The last step of our tutorial is going to be a report of our invoice. For this matter we add a "Export Invoice" button under the "+ Add new item" button. This button will have the same style as the "Add" button but the icon we choose will be "download". | + | The last step of our tutorial is going to be a report of our invoice. For this matter, we add a "Export Invoice" button under the "+ Add new item" button. This button will have the same style as the "Add" button, but the icon we choose will be "download". |
- | To add a report we press the "Reports" Button on the right side of the VisionX Designer. In the following wizard we select out "Invoice" Screen and press "Next". | + | To add a report, we press the "Reports" button on the right side of the VisionX designer. In the following wizard, we select "Invoice" screen and press "Next". |
{{:visionx:invoice_application:create-report-step1.png?nolink|Create report step one}} | {{:visionx:invoice_application:create-report-step1.png?nolink|Create report step one}} | ||
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{{:visionx:invoice_application:create-report-step2.png?nolink|Create report step two}} | {{:visionx:invoice_application:create-report-step2.png?nolink|Create report step two}} | ||
- | We are going to create a "Document" and it will contain "A list with detail information". | + | We are going to create a "Document," and it will contain "A list with detail information". |
{{:visionx:invoice_application:create-report-step3.png?nolink|Create report step three}} | {{:visionx:invoice_application:create-report-step3.png?nolink|Create report step three}} | ||
- | In the next step we select our invoice table, specify that we only want to "Show detail records only for selected master" and press "Finish". | + | In the next step, we select our invoice table, specify that we only want to "Show detail records only for selected master" and press "Finish". |
{{:visionx:invoice_application:create-report-step4.png?nolink|Create report step four}} | {{:visionx:invoice_application:create-report-step4.png?nolink|Create report step four}} | ||
- | VisionX will now create our report and asks us how we want to add the report to our application. Select "Add "Show Report" automatically" in this step and select the "Export Invoice button". After pressing "Finish" our report will now be available when pressing the button. If we do that this is how the report is looking now. | + | VisionX will now create our report and ask us how we want to add the report to our application. Select "Add "Show Report" automatically" in this step and select the "Export Invoice button". After pressing "Finish", our report will now be available when pressing the button. If we do that, this is how the report will look now. |
{{:visionx:invoice_application:export-report-1.png?nolink|The initial report}} | {{:visionx:invoice_application:export-report-1.png?nolink|The initial report}} | ||
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{{:visionx:invoice_application:report-design-1.png?nolink|The initial template}} | {{:visionx:invoice_application:report-design-1.png?nolink|The initial template}} | ||
- | The initial report doesn't really look like an invoice but you can change it with Microsoft Word/Open Office/Libre Office. You can find additional information on how to change a report [[:visionx:reports|in the VisionX report documentation]]. To download and later upload an alternative template for this report you press the "Reports" button on the left side of VisionX again. In the following wizard once again select our invoice screen. | + | The initial report doesn't really look like an invoice, but you can change it with Microsoft Word/Open Office/Libre Office. You can find additional information on how to change a report [[:visionx:reports|in the VisionX report documentation]]. To download and later upload an alternative template for this report, you press the "Reports" button on the left side of VisionX again. In the following wizard, once again select our invoice screen. |
{{:visionx:invoice_application:create-report-step1.png?nolink|Change template step one}} | {{:visionx:invoice_application:create-report-step1.png?nolink|Change template step one}} | ||
- | Select "Edit an existing report", select our previously created template and press "Next". | + | Select "Edit an existing report", select our previously created template, and press "Next". |
{{:visionx:invoice_application:change-template-step1.png?nolink|Change template step one}} | {{:visionx:invoice_application:change-template-step1.png?nolink|Change template step one}} | ||
- | In the following dialog press either the "Get Template" button to download the template or the "Change Template..." button to upload the changed template. If you decided to upload a template press "Finish" and your selected template will be used for the export. | + | In the following dialog, press either the "Get Template" button to download the template or the "Change Template..." button to upload the changed template. If you decided to upload a template, press "Finish" and your selected template will be used for the export. |
This is how the changed invoice could look like: | This is how the changed invoice could look like: | ||
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You can download the changed template from [[https://doc.sibvisions.com/_media/visionx/invoice_application/InvoiceTemplate.rtf|here]]. | You can download the changed template from [[https://doc.sibvisions.com/_media/visionx/invoice_application/InvoiceTemplate.rtf|here]]. | ||
- | ====== The finished application ====== | + | ====== The Finished Application ====== |
- | With this done this let's look how our application is looking in a web environment. For this we once again use the "Preview" Button in VisionX. This will start a browser window which shows our finished application: | + | With this done, let's see at how our application looks in a web environment. For this, we once again use the "Preview" button in VisionX. This will start a browser window which shows our finished application: |
{{:visionx:invoice_application:web-preview-4.png?nolink|The master screen}} | {{:visionx:invoice_application:web-preview-4.png?nolink|The master screen}} | ||