Has anybody found or developed an invoicing system for creating invoices with parts listing lookup that either links or works within MS365 and Sharepoint?
I am looking for a system I can link or use with our Offcie 365 account so users can create their own invoices as needed.
reports-and-documents-generator which I am keen to explore. I see it was dated 2009 Is it still current? and what is the cost?
“Current” prices you can find here http://sharepointdrive.com/purchase . Well depends what you name as “current” – it works with SP2007 and SP2010 and now we are porting it to SP2013. Where did you find 2009 date?
As per my other post I need to save the documents from List data in to a Word or PDF to email as needed.
Well, if you need to create a document from one record there may find some useful ideas in blog articles I will try to create. Start already done: Simple SharePoint Invoicing (Part 1) However if you will need to collect data from related lists – you will need some coding or 3rd party solution
We are only a small business, so at this stage I really looking to learn and implement solutions using the inbuilt or OOTB functionality MS365 functionality and free available suggestions via the community, so that we can do as much of the full Customer Management cycle within the MS 365 environment without paying for costly add-ons.
MS365 may have one benefit for you – commercial add-ons are/can be licensed per user that may be purchased for the smaller amount of money if you need it for several users only.
Thanks for the suggestion Sigitas,
( I have a lot to learn), I will try to implement the solution as I gain more skills in using the system, I am only a beginner and was looking for a simple OOTB solution, but it appears I will have to build it.
I need to develop & improve my coding and workflow skills before I can do this effectively.
From your link I can see that it should be easy enough to be able to build an Invoice list and pick Product or Parts information from another child list.
how-to-establish-a-parent-child-relationship-in-sharepoint
The other link that I found good in your blog was ensuring that you selected the current value of the product or part, as pricing may change over time.
picking-default-columns-values-from-related-list
I note also that you have developed a
reports-and-documents-generator which I am keen to explore. I see it was dated 2009 Is it still current? and what is the cost?
As per my other post I need to save the documents from List data in to a Word or PDF to email as needed.
I have also found this solution using Hare point work flow extensions
HarePointWorkflowExtensions/WorkflowInvoices
and can see that I should be able to create something similar in time to automate the file generation, saving and emailing. (However I think that the Harepoint fees for there workflow extension solution seems very expensive)
I also found this link interesting. Again this really relates to my other post, dealing with document file creation from List Data.
merging-sharepoint-list-data-into-word-documents
As I said at the start, It seems I have I have a lot to learn, I am sure that there are many 3rd party solutions about if you are prepared to pay the $,
We are only a small business, so at this stage I really looking to learn and implement solutions using the inbuilt or OOTB functionality MS365 functionality and free available suggestions via the community, so that we can do as much of the full Customer Management cycle within the MS 365 environment without paying for costly add-ons.
At lease until we can afford to implement some of the 3rd party solutions that are about.
Thanks Tom
Here is something what we have done with Previous versions of SharePoint – maybe it will bring you any ideas: http://www.sharepointdrive.com/blog/how-to-establish-a-parent-child-relationship-in-sharepoint/#more-19 However I am not sure if this is directly applicable to O365 ..
