How to set default invoice field to blank and make it required


G

Greg Benusa

When creating a new invoice I would like to have one of our drop down
fields to default to blank or none of the drop down selections and
also make it a required field so when they go to save it, if it is not
filled in there will be some type of notice that pops up and lets them
know to fill it in.

Is this possible ? and if so where would I change these settings ?

What happens now is we forget to change the drop down field from the
last invoice we enter and it keeps the previous invoices selection
which is often incorrect, then we have to fix and reprint the invoice
which is wasting a lot of time...

Thank you for any assistance. 1st person to answer I am happy to send
you $20 "dinner on me" for the help and "thank you" just send me your
address info to gbenusa "at@" pacbell.net

Also if you happen to know if I can I write scrips that work with in
QB to do specific tasks, what is the scripting language that will do
this if so ?

Thanks,
- Greg
 
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J

Jack Hatfield

You didn't mention which version you have. But in general the off the
shelf version doesn't do either of your needs.


Greg said:
When creating a new invoice I would like to have one of our drop down
fields to default to blank or none of the drop down selections and
also make it a required field so when they go to save it, if it is not
filled in there will be some type of notice that pops up and lets them
know to fill it in.

Is this possible ? and if so where would I change these settings ?

What happens now is we forget to change the drop down field from the
last invoice we enter and it keeps the previous invoices selection
which is often incorrect, then we have to fix and reprint the invoice
which is wasting a lot of time...

Thank you for any assistance. 1st person to answer I am happy to send
you $20 "dinner on me" for the help and "thank you" just send me your
address info to gbenusa "at@" pacbell.net

Also if you happen to know if I can I write scrips that work with in
QB to do specific tasks, what is the scripting language that will do
this if so ?

Thanks,
- Greg

--
Affordable Support Services ..
No waiting for help.

660-949-2416
Northeastern Missouri
 
G

Greg Benusa

Were using Quickbooks Pro 2002. We could possibly upgrade if there was
a version that did do this ? Any thoughts ? Is there any scripting
language that works with quickbooks ?

Thank you for your insight.
- Greg
 
J

Jack Hatfield

Nothing in the 2003 version like you are asking for. 2004 is just
coming out and perhaps there but from the early press release stuff on
the QB website I don't think so.

MAS90 level programs offer UDF (user definable fields) where you can
create dropdowns to your heart's content on screens but there is a price
to be paid for that. They also can be modified by a master developer to
create sequences you may need such as an order entry screen where each
and every field must be completed in a certain sequence to prevent
ommissions.


Greg said:
Were using Quickbooks Pro 2002. We could possibly upgrade if there was
a version that did do this ? Any thoughts ? Is there any scripting
language that works with quickbooks ?

Thank you for your insight.
- Greg

--
Affordable Support Services ..
No waiting for help.

660-949-2416
Northeastern Missouri
 
A

Allan Martin

Accpac Advantage also has a third party macro solution that can perform the
type of functions the poster requested. It may be quite some time if ever,
when we will see this type of feature out of the box from Intuit.
 
G

Greg Benusa

Good to hear, thank you. I maybe able to do some of the changing the
default field with a macro from Quick Key's. The macro would just be
run every time we go into a new invoice, it would set the fields to a
default setting...
Yes, it's a kludge compared to having a specific default field setup
in the prefrences but we are not able to spend much money on other
software to upgrade to that may have these special features.

If there is a better macro scripting language to use with QB please
let me know.
Thank again,
-Greg
 
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G

Gary

Instead of worrying about scripts to set defaults on an invoice, why not
fill in the invoice with the default values, and memorize it? Then you can
bring it up later with defaults intact.

Gary
 
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G

Greg Benusa

If you mean "memorize" it so the next time I enter an invoice I would
know what to select for the defaults, we do that currently, but when
processing hundreds of invoices there are many other issues that are
unique to our business where the people taking the orders forget to
change a few specific fields. Most of the time all is well, but it
happens enough where someone forgets and we don't catch it right away
and then need to reprint the invoice later.

Seems like having a default field is a fairly basic database function.
Surprised QB Pro 2002 does not have it out of the box.

Good point and yep, memorizing the default is needed for sure !!
- Greg
 

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