Sage 100

Does anyone know of an easy way to print SO invoices sorted by customer?

What is your definition of easy? You could create a couple PTQ tables in Access to pull the data. Then create a select query to populate the information into one table. Then take your Crystal form and repoint it to the select query in Access. We have done it this way along with Knowledgesync as the vehicle to send the invoices electronically. The paperless route was dog slow.

I suppose one option could be to just create the S/O Invoice Data Entry in Customer Name order so that when the invoices print in invoice # order, they also print in Cust Name order. Agree with @JeffSchwenk, dependent on how the term ""easy"" is being construed.

I do this for clients often. Set up a new invoice form for ""sort by name""; add a Group on the ""SOLD TO"" Address Block. Move that group from Group 4 to Group 1, suppress both the GH1 and the GF1. Now they print in NAME order.

Or maybe add a Cust Name group to the Crystal form, if the S/O Invoice Printing function will interpret that correctly. Or if that doesn't work, you could likely create and use a 'custom report' Invoice instead.

Oh, my bad, I just saw @MadelineStefanou's post.

Thanks Brett and Madeline, I was thinking about the form customization as the only way I could see it but I was trying to avoid it as the client has a very complex form. Would be great if you could reprint from Paperless as you can sort there in any order you like :) Thank very much for the input!

Adding a group ahead of the others is really a simple process... but I understand the hesitation when it is a very customized form.

Thank you @MadelineStefanou - I just had a customer ask for this. I clicked the ""Bill To"" address block, created the group, moved it from 4 to 1 and suppressed and seems to work well as per all your good instructions!

Slight glitch, I was able to move the group as suggested but there's a piece to the puzzle missing as the invoices aren't printing correctly. The totals are accurate but the header info is getting out of sync with the lines somehow. I suspect there is something more than just moving the footer/header and suppressing. I'll post back if I discover it.

Suggest reviewing an unmodified form and check the Section Expert settings for the Group Footer SO_InvoiceWrk Header SeqNo and compare to your form.

Thanks, I'm going to look again. Customer updated all their sample orders which has delayed me from trying to figure this out.