User Manual: Invoicing Application
Contents
1. 3 Customer Name Field User Entered Upon tabbing or clicking off of this field the program will check the entry for first and last name This will also work with a company name because it checks for the presence of at least one blank space If a company s name is a single name its correct legal name should be entered such as ACompany Inc An example of this field s error message box is shown here Also A sound will occur when this error 1s encountered a Simply click OK and re enter Xx Customer must hawe First amp Last name b the customer name Customer Name Requirement EF 4 Item Description Field User Entered Itis an optional field It is recommended that an item description be entered but it is not required 5 Part Number Field User Entered For inventory tracking purposes a part number is Blank Field requested The error check The Part Num field is blank message box Do you wish to enter Part Num Yes Press No to continue appears as shown here The User does have the option of continuing without a part number But this is not recommended for inventory control reasons A part number must be four alpha numeric characters long The error check routine will automatically discard any character after the fourth and capitalize all characters Quantity Field User Entered As you might image one can t have an invoice amount without a quantity and unit price So e2. Tropical Supply Inc User Manual Invoicing Application by Kelly Frye December 9 2010 Table of Contents mr Section 1 User Information eg O GL 1 SSE ET EL SN SSS NO 3 ov ASe lei 48 NNN TNR SR 3 ENN GTA LA MN 11080104 VE 4 NONE 4 LL 5 vev SWMelssgalggng A VS 6 EM tsloNWelgiige 2700 VO 9 MENU Options LE FIT MIME occ oscevarescevarssceversscerersscererbscsrertecsrsrsecsrsrssesssssss OE 10 Navigation BAVARA III ccceccvescvvcrcsceversscererpscererpecercrpscsrsrsecercrssesrsss OE 11 Stat s Bar J MER ccsccscescesccesesrcereerseseereereereererseesersersseces 2AN GE 12 informational We BSIPCAMIRIRD ccccseccsssccsssecccsscesssecseseccesess OE OE T 12 Hete Pad 1 ALAN oorerrooorranrernorrnnerrnnrennernnn000n000 SOLAN 13 NotePad Menu OpPUan sr IMM N reernornornornarnarnarnarnarnarnarn ret ae na ve Medel on 14 DataBase Grid View mMM UNEA V orreorernorronnrrnarernarronerr MG MD de secheecken 15 INVOICE Report ViIewer arrursavrrsnenarnsnnnnrnsnnnnnnsnnnnensnnnnnnsnnnnensnnnnensnnnsnnsnnnnensnennensnnnne 16 Report Viewer Menu and Nav Bar cccseceecsecsecseccecsecceceseeeceueseeeeseeeeeseess 17 Report Viewer RE POs cccccscevcncscevcspscercupscersepscsrsapscsnsapsesnsansears 17 JESS PE RR a ens 18 Hintsand Tips 5 20 00 ille MER oop paper ort nr nr ar annan mann nnn 18 Section 2 Programmer Information ss Tee fee ERE TS AN GM GAEL T
3. Main Invoice Entry To access the NotePad simply click on the NotePad tab When the NotePad tab is clicked the tabs move up and hide the Menu and Nav Bar that is used with the Main Entry Invoice as shown below Tropical Sue T oicing So DataBase Grid Viewer Main Invoice Entry Page File Edit Tools Help NotePad Menu NotePad has its own menu as shown above When a User clicks off of NotePad by clicking on any other tab the top Menu and Nav Bar reappears And the NotePad menu disappears Since the Menu and Nav Bar does not control any NotePad functions it is important to hide the Menu and Nav Bar while using the NotePad so as to prevent any unwanted and inadvertent modifications to Main Entry Invoice data NotePad Menu Options NotePad contains the same menu options as most word processors Please note the keyboard shortcuts available under File gt Tools New Ctrl N Ey Open Ctrl O idl Save Ctrl Save As Help Print Ctrl P La Print Preview Exit The Edit gt Edit gt Format gt Tools gt Help gt Menu options are as shown below Edit Tools Help T Help PEN Undo Ctrl Z Customize Redo Ctrl V Options H Cut Ctrl X Help Type Here gi Ba Copy Ctrl C Contents EE Paste Ctrl V Index Select All Search Font About Color Bold Upper Lower Center Left Right DATABASE GR
4. information from time to time So we have built in a backdoor This is a small area on the form that a User or Administrator can click to gain entry into the Login Tropical Invoicing TT application This backdoor information should be known only to an Administrator for VEE security reasons The shaded area does hot appear on the form It is shown here for illustration purposes Password Backdoor MAIN INVOICE ENTRY FORM Next we describe all of the data fields on the Main Invoice Entry Form and the use and function s of each data field The picture of the form below depicts all of the data fields Es Tropical Supply Invoicing fo EI File Edit Tools Help 4 4 of gt bl sh X H Main Invoice Entry Page Note Pad DataBase Grd Viewer Main Invoice Entry Today s Date 12 5 2010 Invoice Number 101 Customer Name Bob Smith tem Description Safari Trip FIF Pat T1001 Quantity 1 Unit Price 100 halen Tan 7 00 SubTotal Invoice 100 00 Total Invoice 107 00 Link for Helpful Info General Accounting Practices EEEIEE In Progress Invoices Entered 1 Today s Date Field This field will always display the current date and cannot be modified by the User Invoice Number Field A User entered number This field allows any alpha numeric entry and does not check its value so that the entry can be customized or omitted as necessary N
5. software code is grouped into logically ordered regions as listed in the Table of Contents Our Mission Statement It is our Mission to provide all Users of this Application with the best experience possible in entering tracking and reporting their invoices by providing an intuitively simple Invoicing Application to transform tediously mundane data entry into joyfully simple invoicing We accomplish our mission by providing a simple graphical user interface GUD and automating data entry error checking data recording and invoice reporting THE SPLASH SCREEN When you launch this application it announces its start up by displaying a splash screen in the center of your monitor This lets you know that the program is loading It looks like this Tropical Supply Tropical Supply Invoicing Tropical Applications Version 1 1 Copyright amp 2010 LOGIN FORM Once the program has loaded the User is prompted to enter his or her login information This consists of a user Name and a Password If the User does not properly enter this information or forgets his or her user name or password the login utility will give the User three and only three login attempts The program will immediately close if the third login is incorrect The login form appears as below Login Tropical Invoicing User name Password Of course we all forget or miss place our login
6. ID VIEWER This Invoice Application is linked to an Access database Access is a database software program by Microsoft The User may view the invoice records stored in the database simply by clicking the DataBase Grid Viewer tab Below is a depiction of the DataBase Grid Viewer 8 Tropical Supply Invoicing File Edit Tools Help iN 1 of7 gt bl lop XH Invoices Entered Use the scroll at the bottom of the viewer to see all data fields Tropical Supply User Manual Invoicing Application Page 15 INVOICE REPORT VIEWER In addition to viewing the data saved in the database a User may automatically generate attractive reports and print them The Report Viewer is depicted below og Tropical Supply Invoicing oo amp s3 File Edit Tools Help K A of14 gt bl F XxX H Invoice Report Viewer Invoice EE Invoice Customer Item Part Quantity ull Number Name Description Number Bob Smith Safari Trip T1001 Joe Jones R1002 sam Iam Camp Gear C1003 Paul Haverty Safari Tour T1011 Jane Glee Air Boat Ride ABOOL Ginny Green Para Sail P2001 Privra M sir Anat Fontal Rind FET Invoices Entered Use the scroll bar at the bottom and right side to view the report or change the view size from 100 to Whole Page to view the entire report As you can see the report viewer has built in menu options and navigation bar File Edit Tools Help 4 4 1 of14 gt bl Report Viewer M
7. Object ByVal e As System EventArgs Handles OK Click Create an instance of StreamReader to read from a file Dim inputFile As StreamReader File OpenText PassWords txt PassWords txt is stored in the Debug folder inside the Bin folder Dim LinePW As String This for each line that is read LinePW inputFile ReadLine inputFile Close Close all files when done If txtBxPassWord Text LinePW And txtBxUserName Text user Then TropicalMainInvKF Show Me Close Else pwcounter I MessageBox Show Wrong User Name or Password Try Again MessageBoxButtons OK MessageBoxIcon Exclamation Me Show If pwcounter 3 Then Me Close End If End If End Sub Private Sub Cancel Click ByVal sender As System Object ByVal e As System EventArgs Handles Cancel Click Me Close End Sub Back Door Private Sub picBxBackDoor Click ByVal sender As System Object ByVal e As System EventArgs Handles picBxBackDoor Click TropicalMainInvKF Show Me Close End Sub End Class ABOUT Box CODE Public NotInheritable Class AboutBoxTropical Private Sub AboutBoxTropical Load ByVal sender As System Object ByVal e As System EventArgs Handles MyBase Load Set the title of the form Dim ApplicationTitle As String If My Application Info Title lt gt Then ApplicationTitle My Application Info Title Else ApplicationTitle System I0 Path GetFileNameWithoutExtension My Application Info AssemblyName End If Me Text String Fo
8. T AN Na Mh cscs eccusccsccescessascasceersases 20 Public Variable kne o e E Na NN S S 21 roo Foten GLE SNE NN NS 21 ie Weenies y Dabarme d COMBGIB INS IEE LIISA NSS cov asc cccnecsessascnsccersases 22 MESO WALIN hu lagel NNN 400 NA 24 Main Entry Menu Options Controls arrnrnnornnrnnrnnrnnnannrnnennnrnnnnnennnnnnnnnennnnnnennsnnnne 25 Navigation Bar Sub Routines arrarnnnrnnrnnnnnnrnnrnnrnnnernnnnnnnennnnnnnnnnnnnnnnnnnennnnnnennennnee 26 NG Ce Go ice AA ON S 27 So aM Screen Aore 711 ee nen 30 OI Rel hee ee O 31 PUOBUN BOX COGC AY MIMI cc 0scccsecccsscccsecccsscessecseseserseseseseceeseses i ME 32 Data Base SQL Code id JIS Pdh cc cccccccccsccccscccescccescecescecescecescecescecescenencetevsenesceences 33 INTRODUCTION Welcome to Tropical Supply s Invoicing Application And Thank You for being one of our Users This application is not just for a supplier It is designed for any User that issues invoices in other words for every company or organization It is a simple and easy to use invoice entering tracking and reporting application In the following sections you will be introduced to all of its features and learn how to use them Using this manual For the Data Entry User Section lof this manual provides step by step graphical instructions on how to use this application For the Software Developer Section 2 of this manual provides all of the code for all of the functions of this application The
9. alcTotal Text lb1CalcTax Text FormatCurrency 1lb1CalcTax Text 1lb1GrdTotOutput Text FormatCurrency 1lb1GrdTotOutput Text End Sub End Region NOTEPAD CONTROLS Region NotePad Controls Private Sub TabControll SelectedIndexChanged ByVal sender As Object ByVal e As System EventArgs Handles TabControl1 SelectedIndexChanged If TabControl1 SelectedTab Is tabNotePad Then TabControl1 Top Else TabControl1 Top 25 End If End Sub Private Sub mnuNotePadFileSave Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuNotePadFileSave Click Dim outputFileName As System IO StreamWriter SaveFileDialog1 Filter Rich Text File rtf rtf Text File C etxt txt All filesi KAM MT Try SaveFileDialogi ShowDialog outputFileName File CreateText SaveFileDialog1i FileName outputFileName Write RichTextBox1 Rtf outputFileName Close Catch MessageBox Show Sorry the file cannot be created End Try End Sub Private Sub mnuNotePadFileOpen Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuNotePadFileOpen Click Dim fileName String Empty Define and Clear Contents of text box Dim inputFile As StreamReader Dim openResult As Integer OpenFileDialog1 Filter Rich Text files rtf rtf Text files ft RES a openResult OpenFileDialogi ShowDialog If openResult DialogResult Cancel Then Exit Sub Else fileName OpenFileDialog1 FileName inputFile File OpenText f
10. ck Dim printResult As Integer printResult PrintDialog1 ShowDialog If printResult DialogResult Cancel Then Exit Sub Else PrintDocument1 PrinterSettings PrintDialog1 PrinterSettings PrintDocument1 Print End If End Sub Private Sub PrintDocument1 PrintPage ByVal sender As System Object ByVal e As System Drawing Printing PrintPageEventArgs Handles PrintDocument1 PrintPage e Graphics DrawString RichTextBox1 Text New Font Times New Roman 12 FontStyle Regular Brushes Black 10 10 End Sub End Region SPLASH SCREEN CODE Public NotInheritable Class SplashScreenTropical TODO This form can easily be set as the splash screen for the application by going to the Application tab of the Project Designer Properties under the Project menu Private Sub SplashScreenTropical Load ByVal sender As Object ByVal e As System EventArgs Handles Me Load Set up the dialog text at runtime according to the application s assembly information TODO Customize the application s assembly information in the Application pane of the project properties dialog under the Project menu Application title If My Application Info Title lt gt Then ApplicationTitle Text My Application Info Title Else If the application title is missing use the application name without the extension ApplicationTitle Text System I0 Path GetFileNameWithoutExtension My Application Info AssemblyName End If Format the ve
11. ct ByVal e As System EventArgs Handles mnuToolsResetPassword Click Dim FileName As System IO StreamWriter Dim InputLine As String InputLine InputBox Enter New Password Reset Password If InputLine Then Exit Sub ElseIf InputLine lt gt Then FileName File CreateText PassWords txt FileName WriteLine InputLine FileName Close End If End Sub Private Sub mnuHelpHintsAndTips Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuHelpHintsAndTips Click Process Start NotePad Hints txt End Sub Private Sub LinkLabel1 LinkClicked ByVal sender As System Object ByVal e As System Windows Forms LinkLabelLinkClickedEventArgs Handles LinkLabel1 LinkClicked Process Start http www fasab gov accepted html End Sub Private Sub mnuFileExit_Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuFileExit Click Me Close End Sub Private Sub mnuHelpAbout Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuHelpAbout Click AboutBoxTropical ShowDialog End Sub End Region NAVIGATION BAR SUB ROUTINES Region Navigation Bar Sub Routines Private Sub TropicalInvoicesBindingNavigatorSaveItem Click ByVal sender As System Object ByVal e As System EventArgs Handles TropicalInvoicesBindingNavigatorSaveltem Click counter 1 This is a Counter which adds one for each pass invoice saved TotalInvoices counter lblStatusInProgress Tex
12. enu and Nav Bar Use navigational arrows 1 1 to page thru a multi page report Use the refresh gt icon to add newly entered invoices to the report Print i amp report Show print layout Save b or save as Change viewing size to a percentage 100 r or to whole page view Report Viewer Reports A typical invoice report is shown below This example is formatted in landscape view However reports may be formatted as desired Invoice Summary Invoice Customer Item Part Quantity Unit Price Sub Total Number Name Description Number Invoice Safari Trip T1001 100 00 100 00 7 00 107 00 Joe Jones R1002 200 00 400 00 28 00 428 00 Jane Smith Swim Suit SW101 60 00 120 00 8 40 128 40 an Bruce Allan Para Sail P2002 3 165 00 495 00 34 65 529 65 Nancy Drew Herb Alpert Safari Trip T1001 4 100 00 400 00 28 00 428 00 Page 1 of 2 Monday December 06 2010 FAQ You may access Hints and Tips and About under the Help menu option in the top Menu and Nav Bar as shown on page 9 under Menu Options Hints and Tips Under the top Menu and Nav Bar Help gt Hints and Tips the following window will appear Hints bt Notepad File Edit Format View Help Hints amp Tips regarding how to use Tropical Supply Main Invoice 1 Today s date is shown when you start the Main Invoice Utility 2 Invoice Date Select from the calendar menu the date the work was act
13. essageBoxIcon Exclamation MessageBoxDefaultButton Button1 If Response Windows Forms DialogResult Yes Then txtPartNumbr Focus txtPartNumbr SelectAll ElseIf txtPartNumbr Text Length lt 4 Then MessageBox Show Part number must be at least 4 characters amp ControlChars CrLf amp Please re enter Part Number Thank You Entry Error MessageBoxButtons OK MessageBoxIcon Exclamation txtPartNumbr Focus txtPartNumbr SelectAll Else txtPartNumbr Text txtPartNumbr Text ToUpper Trim Substring 4 End If End Sub Private Sub txtQtyInput_Leave ByVal sender As Object ByVal e As System EventArgs Handles txtQtyInput Leave Dim Response As Integer If txtQtyInput Text Then MessageBox Show Please enter a Quantity Empty Field MessageBoxButtons OK txtQtylnput Focus txtQtyInput SelectAll End If Dim intNum As Double If Double TryParse txtQtyInput Text intNum Then If CDb1 txtQtyInput Text lt 1 Then MessageBox Show please enter a Quantity equal to or greater than 1 Data Entry MessageBoxButtons OK MessageBoxIcon Exclamation txtQtyInput Focus txtQtyInput SelectAll1 End If If CDb1 txtQtyInput Text gt 100 Then Out of Range test Beep Response MessageBox Show Is Quantity too High Out of Range MessageBoxButtons YesNo MessageBoxIcon Exclamation MessageBoxDefaultButton Button1 If Response Windows Forms DialogResult Yes Then txtQtyInput Focus End If txtQ
14. ileName RichTextBox1 Rtf inputFile ReadToEnd End If End Sub Private Sub mnuNotePadEditFormatColor Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuNotePadEditFormatColor Click ColorDialog1 ShowDialog RichTextBox1 SelectionColor ColorDialog1 Color End Sub Private Sub mnuNotePadEditFormatFont_Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuNotePadEditFormatFont Click fdDialogi ShowDialog RichTextBox1 SelectionFont fdDialogl Font End Sub Private Sub mnuNotePadEditFormatBold Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuNotePadEditFormatBold Click RichTextBox1 SelectionFont New Font RichTextBox1 SelectionFont FontStyle Bold End Sub Private Sub mnuNotePadEditFormatUpper Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuNotePadEditFormatUpper Click RichTextBox1 SelectedText RichTextBox1 SelectedText ToUpper End Sub Private Sub mnuNotePadEditFormatLower_Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuNotePadEditFormatLower Click RichTextBox1 SelectedText RichTextBox1 SelectedText ToLower End Sub Private Sub mnuNotePadEditFormatCenter Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuNotePadEditFormatCenter Click RichTextBox1 SelectionAlignment HorizontalAlignment Center End Sub Private Sub mnuNotePadEditFormatLeft_Click ByVal sender As System Ob
15. ject ByVal e As System EventArgs Handles mnuNotePadEditFormatLeft Click RichTextBox1 SelectionAlignment HorizontalAlignment Left End Sub Private Sub mnuNotePadEditFormatRight_Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuNotePadEditFormatRight Click RichTextBox1 SelectionAlignment HorizontalAlignment Right End Sub Private Sub mnuNotePadEditCopy Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuNotePadEditCopy Click RichTextBox1 Copy End Sub Private Sub mnuNotePadEditUndo Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuNotePadEditUndo Click RichTextBox1 Undo End Sub Private Sub mnuNotePadEditRedo Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuNotePadEditRedo Click RichTextBox1 Redo End Sub Private Sub mnuNotePadEditCut Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuNotePadEditCut Click RichTextBox1 Cut End Sub Private Sub mnuNotePadEditPaste Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuNotePadEditPaste Click RichTextBox1 Paste End Sub Private Sub mnuNotePadEditSelectAll Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuNotePadEditSelectAll Click RichTextBox1 SelectAll End Sub Private Sub mnuNotePadFilePrint_Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuNotePadFilePrint Cli
16. m Object ByVal e As System EventArgs Handles Me Shown lblInvDateOutput Text Today ToString d txtInvNumbr Focus With invFormLabels Build a collection of all Labels on the Form Add 1blCustName Add 1blGrdTotInvs Add 1blInvDate Add 1blItmDescrpt Add 1blInvDate Add 1blMainInvTitle Add 1blPartNum Add 1blQty Add 1blSysDate Add 1blTax Add 1blTotPrice Add 1blUntPrice End With End Sub End Region MAIN ENTRY DATA FIELD CONTROLS Region Main Entry Data Field Controls Private Sub txtInvNumbr Leave ByVal sender As Object ByVal e As System EventArgs Handles txtInvNumbr Leave lb1StatusInProgress Text In Progress lblStatusInProgress BackColor Color Yellow lblstatusIinProgress ForeColor Color DarkRed End Sub Private Sub txtCustName Leave ByVal sender As Object ByVal e As System EventArgs Handles txtCustName Leave If txtCustName Text Contains False Then MessageBox Show Customer must have First amp Last name Customer Name Requirement MessageBoxButtons OK MessageBoxIcon Error txtCustName Focus End If End Sub Private Sub txtPartNumbr_Leave ByVal sender As Object ByVal e As System EventArgs Handles txtPartNumbr Leave Dim Response As Integer If txtPartNumbr Text Then Response MessageBox Show The Part Num field is blank amp ControlChars CrLf amp Do you wish to enter Part Num Yes Press No to continue Blank Field MessageBoxButtons YesNo M
17. ntering a quantity 1s a requirement If a quantity isn t entered this message box appears nit I gt This field also checks for valid numeric entry This message appears if a quantity A please enter a Quantity equal to or greater than 1 value of less than 1 is entered Data Entry Empty Field Please enter a Quantity If a quantity amount of 1000 or greater is entered the warning message box shown here is displayed It is easy to make a mistaken entry These error checking functions of this data field helps to prevent un noticed mistaken A Is Quantity too High entries to become a part of the invoice record Out of Range 7 Unit Price Field User Entered A price must be entered The program will not let you leave this field without a valid price entered This field performs similar entry validation error checking as the Quantity field If the field is left blank this message box will appear Data Entry zs If the price entered is 1000 or more another entry checking message will appear A please enter a Price Out of Range ka The normal Price Range is between 1 and 51000 Do you need to re enter your number This will help the User catch accidental entries or validate an entry that is more than the customary price Sub Total Invoice Sales Tax and Total Invoice Fields These fields are all automatically calculated once the last User entered field Uni
18. rAddNewItem PerformClick End Sub Private Sub btnSave Click ByVal sender As System Object ByVal e As System EventArgs Handles btnSave Click TropicalInvoicesBindingNavigatorSaveItem PerformClick End Sub Private Sub btnExit Click ByVal sender As System Object ByVal e As System EventArgs Handles btnExit Click MessageBox Show Click OK if you want to close Invoice Me Close End Sub End Region MAIN ENTRY MENU OPTIONS CONTROLS Region Main Entry Menu Options Controls Private Sub mnuEditFonts Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuEditFonts Click If fdDialog1 ShowDialog Windows Forms DialogResult OK Then For Each Me ctrlFormLabels In invFormLabels ctrlFormLabels Font fdDialogl Font Next End If End Sub Private Sub mnuEditColor Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuEditColor Click ColorDialog1 ShowDialog For Each Me ctrlFormLabels In invFormLabels ctrlFormLabels ForeColor ColorDialog1 Color Next End Sub Private Sub mnuFontsToolStripMenuItem Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuFontsToolStripMenuItem Click mnuEditFonts PerformClick End Sub Private Sub mnuColorToolStripMenuItem Click ByVal sender As System Object ByVal e As System EventArgs Handles mnuColorToolStripMenuItem Click mnuEditColor PerformClick End Sub Private Sub mnuToolsResetPassword Click ByVal sender As System Obje
19. ressing F1 Included is information similar to that narrated in previous pages herein About As shown on page 9 the About window is accessed from the top Menu and Nav Bar Help gt About The About window provides basic information regarding the release version of this software About Tropical Supply Invoicing Tropical Supply Invoicing and Accounting Version 1 0 0 0 Copyright 2010 Tropical Supply Inc Invoice Form Software This application provides an Invoice Entry Form designed to Tropical Supply Inc s specifications by Kelly Frye Invoice numbers are automatically generated as invoices are saved Each day s saved invoices are tracked in the Summary Tab All rights reserved Program Developer s Code Reference DIVISIONS OF CODE REGIONS EPublic Class TropicalMainInvKF HForm Load and Class PUBLIC VARIABLE DECLARATIONS Region Main Invoice Variables Public invFormLabels As New Collection Public ctrlFormLabels As Control Public Const arrSIZE As Integer 50 Public arrInvNum arrSIZE As String Public arrLName arrSIZE As String Public arrFName arrSIZE As String Public arrInvAmt arrSIZE As Decimal Public GrandTotalSales As Decimal Public Grand TotalSales As Decimal Public counter As Integer 0 Public Totalinvoices As Integer 0 Public invDate As String End Region FORM LOAD Region Form Load Private Sub TropicalMainInvKF Load ByVal sender As Syste
20. rmat About 0 ApplicationTitle Initialize all of the text displayed on the About Box TODO Customize the application s assembly information in the Application pane of the project properties dialog under the Project menu Me LabelProductName Text My Application Info ProductName Me LabelVersion Text String Format Version My Application Info Version ToString Me LabelCopyright Text My Application Info Copyright Me LabelCompanyName Text My Application Info CompanyName Me TextBoxAboutDescription Text My Application Info Description End Sub Private Sub OKButton Click ByVal sender As System Object ByVal e As System EventArgs Handles OKButton Click Me Close End Sub End Class DATA BASE SQL CODE TableAdapter Configuration Wizard Enter a SOL Statement a jes The TableAdapter uses the data returned by this statement to fill its DataTable oa Type your SQL statement or use the Query Builder to construct rt What data should be loaded into the table What data should be loaded into the table SELECT Invoice Number Custorner Name Item Description Part Number Quantity Unit Price Quantity Unit Price AS Sub Totallnvoice Quantity Unit Price 0 07 AS Tax Quantity Unit Price Quantity Unit Price 0 07 AS Total FROM Tropicallnvoices Query Builder
21. rsion information using the text set into the Version control at design time as the formatting string This allows for effective localization if desired Build and revision information could be included by using the following code and changing the Version control s designtime text to Version 0 1 00 2 3 or something Similar See String Format in Help for more information Version Text System String Format Version Text My Application Info Version Major My Application Info Version Minor My Application Info Version Build My Application Info Version Revision Version Text System String Format Version Text My Application Info Version Major My Application Info Version Minor Copyright info Copyright Text My Application Info Copyright End Sub End Class LOGIN FORM CODE Imports System IO Public Class LoginFormTropicalInv TODO Insert code to perform custom authentication using the provided username and password See http go microsoft com fwlink LinkId 35339 The custom principal can then be attached to the current thread s principal as follows My User CurrentPrincipal CustomPrincipal where CustomPrincipal is the IPrincipal implementation used to perform authentication Subsequently My User will return identity information encapsulated in the CustomPrincipal object such as the username display name etc Dim pwcounter As Integer 9 Private Sub OK Click ByVal sender As System
22. s we draw your attention to only a few unique menu items as follow Edit gt Fonts and Edit gt Color will change the font and color of all form labels Here are depictions of the Font and Color dialogue boxes Font A fa 2 Font Microsoft Sans Serif Regular s Oblique ULL LT TELLER CLLEGE ALLEE Humm THEN TITLE TEEEET x 11 nu 11 nia nie nia nie 11 Additionally the Font or Color dialogue boxes can be accessed by right clicking on any blank space on the form Also Tools gt Reset Password is important because this is the only utility that allows an Administrator to reset the User Password This tool should be used if a User has forgotten his or her password and the backdoor is used to gain access to the program Simply enter the new password and press OK Password Reset message box is depicted below Reset Password Enter New Password Navigation Bar The Navigation Bar performs some features that the aforementioned button controls perform However the ease and power of the Navigation Bar is to facilitate moving through all invoice records like flipping a page adding a new invoice record to enter and saving all changes with the save icon The Navigation s Bar Nav Bar exclusive use of icons makes it instinctively easy to use Menu for Main Entry Nav Bar FANN E Tropical Supply Invoicing Sons File Edit Tools Help 1 of7 bli ob XxX A Main Invoice En
23. t FINISHED lblStatusInProgress BackColor Color Black lblStatusInProgress ForeColor Color White lb1StatusInvoicesEntered Text Invoices Entered amp TotalInvoices Me Validate Me TropicalInvoicesBindingSource EndEdit Me TableAdapterManager UpdateAll Me TropicalInvoicesDatasSet End Sub Private Sub TropicalMainInvKF Load 1 ByVal sender As System Object ByVal e As System EventArgs Handles MyBase Load TODO This line of code loads data into the TropicalInvoicesDataSet TropicalInvoices table You can move or remove it as needed Me TropicalInvoicesTableAdapter Fill Me TropicalInvoicesDataSet TropicalInvoices txtUnitPrice Text FormatCurrency txtUnitPrice Text 0 lblCalcTotal Text FormatCurrency lblCalcTotal Text lblCalcTax Text FormatCurrency lblCalcTax Text lblGrdTotOutput Text FormatCurrency 1b1GrdTotOutput Text Me ReportViewer1 RefreshReport End Sub Private Sub BindingNavigatorAddNewItem Click ByVal sender As System Object ByVal e As System EventArgs Handles BindingNavigatorAddNewItem Click txtInvNumbr Focus lb1StatusInProgress Text In Progress lb1StatusInProgress BackColor Color Yellow lb1StatusInProgress ForeColor Color DarkRed End Sub Private Sub BindingNavigatorMoveNextItem Click ByVal sender As System Object ByVal e As System EventArgs Handles BindingNavigatorMoveNextItem Click txtUnitPrice Text FormatCurrency txtUnitPrice Text 0 lb1CalcTotal Text FormatCurrency lb1C
24. t Price is completed oO Unit Price 100 me Tax 7 00 Sub Total Invoice 100 00 Total Invoice 107 00 Link for Helpful Info General Accounting Practices In Progress Invoices Entered Button Controls On the Main Invoice Entry form there are three button controls Save Next and Exit The keyboard shortcuts are as follow respectively Alt S Alt N and Alt X When the User hovers the cursor over each button a tooltip note will appear The tooltip note informs the User what the button will perform when clicked The buttons are shown in the picture below Link for Helpful Info General Accounting Practices In Progress Invoices Entered Button will save data entered Button does not save data but moves all fields to the next blank record for entry of a new invoice BALL Button closes the program To guard against accidental exit and lose of data a message box prompts to User to confirm the exit See also Navigation Bar and Status Bar for more information Menu Options The Main Invoice Entry form has the menu options as shown here Backup Data Exit File Edit Tools vpe 4 4 0 Main Invoice Entry Pag Hints and Tips F1 About All menu items have keyboard shortcut keys which follow the format of simultaneously pressing the Alt key and the letter as underlined in each menu item selection Since these menu selections perform self evident function
25. try Page Note Pad DataBase Grid Viewer Main Invoice Entry In the Nav Bar press the left or right arrows i f7 gt M X be to page thru records The text box will indicate which record of total records you are currently on The icon will add a new blank record for new invoice entry The icon deletes the record shown The icon saves the record currently displayed Status Bar The status bar is at the bottom of the Main Entry form In Progress Invoices Entered In the left corner In Progress will become highlighted in yellow when an invoice is being entered Each time an invoice is entered In Progress turns black amp white and Invoices Entered shows the number of invoices entered and saved so far In Progress Invoices Entered FINISHED Invoices Entered 1 Informational Website Link Please notice that there is a link to the National General Accounting Practices website for helpful information E JO VEE J Link for Helpful Info General Accounting Practices FINISHED Invoices Entered 1 NOTE PAD This application contains its own NotePad NotePad is a richtext text editor with many of the basic features of a word processor Please note that there are Tabs located below the menu options and navigation bar as shown below Laa Tropical Supply I voicing Help of7 h Fl oF X H Edit Tools
26. tyInput SelectAll End If txtQtyInput Text FormatNumber txtQtyInput Text 0 txtQtyInput SelectAll End If End Sub Private Sub txtUnitPrice Leave ByVal sender As Object ByVal e As System EventArgs Handles txtUnitPrice Leave Dim Response As Integer If txtUnitPrice Text Then MessageBox Show please enter a Price Data Entry MessageBoxButtons OK MessageBoxIcon Exclamation txtUnitPrice Focus txtUunitPrice SelectAll End If Dim intNum As Double If Double TryParse txtUnitPrice Text intNum Then If CDbl txtUnitPrice Text lt 1 Or CDbl txtUnitPrice Text gt 1000 Then Out of Range test Beep Response MessageBox Show The normal Price Range is between 1 and 1000 amp ControlChars CrLf amp Do you need to re enter your number Out of Range MessageBoxButtons YesNo MessageBoxIcon Exclamation MessageBoxDefaultButton Button1 If Response Windows Forms DialogResult Yes Then txtUnitPrice Focus Else txtUnitPrice Text FormatCurrency txtUnitPrice Text End If txtUunitPrice SelectAll Else txtUnitPrice Text FormatCurrency txtUnitPrice Text txtUnitPrice SelectAl1 End If txtUnitPrice Text FormatCurrency txtUnitPrice Text txtUnitPrice SelectAll End If End Sub End Region MAIN ENTRY BUTTON CONTROLS Region Main Entry Button Controls Private Sub btnNext_Click ByVal sender As System Object ByVal e As System EventArgs Handles btnNext Click BindingNavigato
27. ually done 3 Customer Name Enter first and last name with a space between 4 Customer Info Box Select whether this customer is new or previous returning customer New customers receive a 10 discount 5 Enter tem Description 6 Enter Part number This is a 4 character long alpha numeric number The utlity will capitalize the number and discard any characters past the 4th character 7 Quantity A quantity must be entered The utility will ask if a quantity 100 or greater is correct This is for verification You may enter a quantity higher than 100 8 Price A price must be entered Press Tab or click on the next box and the total item price and sales tax will automatically be calculated 9 Tax Exempt Sales Tax will be calculated and added to the price unless this box is checked You may select the state for which the sales tax is applicable 10 Save When the invoice form is completed click the Save button This saves your entry automatically generates a unique invoice number and adds the invoice to the Summary List of Invoices 11 Clear All Once an invoice is complete you may clear entry fields by clicking this button Your saved invoices are not affected You must click Save before clicking Clear All if you want the invoice to be saved 12 Exit Click this button to quit or you may click File gt Exit Or press the Alt and X keys simultaneously As shown on page 9 Hints and Tips is accessible by p
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