2 Replies Latest reply on Jul 7, 2015 8:45 PM by mchancevet@gmail.com

    Question about avoiding duplicated charging

    leonhart1981_1

      Title

      Question about avoiding duplicated charging

      Post

      I have made a simple database called "Payables" which help me tracking all the bills that I have paid. 

      I used to record both my invoice & vender's bill number in each bill that I paid. 

      Recently, I encountered an issue with my freight vender who double charged me in two different bills.

      I'm wondering if there a way to notify me when a bill contains invoices that have charged previously? 

      For example, in the attached image, a bill no. 021312493 was billed to me based on the 5 invoices indicated in the "invoice no" field. Is it possible to lift a notification in the future, when same invoice number is entered in the same field? This way I can help me avoiding duplicated charging from my venders. 

        • 1. Re: Question about avoiding duplicated charging
          TKnTexas

          Different vendors may duplicate invoices, i.e. both vendor ABC and XYZ issue invoice number 1235.  In my current position (payables processor will re-use an invoice number.  Another vendor we have duplicates invoice numbers, which is a real pain.  Our Payable software checks for a duplicate number against the vendor.  

          At the company where I was an AP supervisor, our payables module allowed duplicate numbers.   Before we posted we ran the invoices through a filter (FileMaker11) that checked to see if a combined key was duplicated.  The invoice number + date + amount had to be duplicated.  So all of the UPS I keyed was not a duplicate because the date and amount was different.  You could check this real time as you enter the invoices.

          • 2. Re: Question about avoiding duplicated charging
            mchancevet@gmail.com

            Hello,

            if you are entering the invoice numbers or other identifier into a field somewhere,

            you can use the 

            List(ExampleTable::InvoiceNumberField) function to get all your invoice numbers in one field. You may need a new table occurrence of Example Table depending on how you set it up (ExampleTable|All) and use a (X) relationship.

            SO from the context of ExampleTable you would have a relationship, ExampleTable::IDField X ExampleTable|All::IDField. This lets one record examine data from all records.

            Next you can use the

            PatternCount function like this

            PatternCount(List(ExampleTable|All::InvoiceNumberField);ExampleTable::InvoiceNumber) which returns a value which is the number of  times the contents of the InvoiceNumber field in the current record occurs in all records.

            You could use "If" functions or "Case" functions and set up visual alerts with "Hide Object When" functionality or you could set ups a script which checks it when you commit the field using a script trigger, Perhaps you could do a calculation as a validation on the field.

            Hope that is helpful,

            Morgan