Visit Boris website Item Type - Invoice table
From Add Item in Template Maintenance select the Invoice table button shown here.

From Add Item in Template Maintenance select the Invoice table button shown here.

Invoice tables are standard Table items with the functionality for entering price-related line items and calculating VAT and totals. Each line (row) within the table contains an initial column which contains an item name (this will usually be a drop-down list but does not have to be). Further columns contain the unit price, quantity and line item total.

How your Table might look on a device.

How your Table might look on a device.

Main

Main screen for creating/amending a Table
Main screen for creating/amending a Table

Main screen for creating/amending a Table

*Question This is the text “label” that is specifying the information that needs to be entered or the question to be answered. Although this is not necessarily a question in all cases, Question is used as the general term to cover the text shown next to an input field. The text should be as short as possible whilst still being self-explanatory. Over-long questions take up a lot of space on PDA screens with their restricted size, so try and make them concise. This text should be an aid to help guide the user through the screen. Any more explanatory text can be made available as “Auditor’s notes” or “Full question text”.
Mandatory

Tick this box if the question is mandatory and leave it blank if it is optional.  This will depend on whether the answer to this question is critical to the data that is being collected, such as signature to confirm customer acceptance.

Initial number of rows Specifies how many rows are initially shown in the table. This can be used to save the user from having to repeatedly tap the ‘Add result’. By default there is 1 row in a table.
Disable the adding of rows Tick this box to prevent operators adding rows to the table.
Allow the deletion of rows Tick this box to enable the deletion of rows.
Text on button for adding additional results The wording on a button for additional rows.
*Currency symbol The currency symbol to be used when displaying monetary values on a report.

Line Items

Create/amend columns in a Table.
Adding or amending Line Item column in a table.

Adding or amending Line Item column in a table.

Heading

Enter the text to be shown as the column heading.  Bear in mind that this should be as abbreviated as possible due to the limited screen sizes on mobile devices.

List name Specify a standard list name in this field if you wish the user to select from a drop-down list rather than enter free text. See “List name” under the Drop-down list item for more details.
Prices contained within list item If the drop-down list in column 1 contains pricing information then tick this field – in that case the price will be automatically determined when the item is selected.
Display only? (advanced use) Specifies whether the display value associated with the list item can be edited (as, for example, in the case of price lists).

Prices

Heading

Enter the text to be shown as the column heading.  Bear in mind that this should be as abbreviated as possible due to the limited screen sizes on mobile devices.

Prices include VAT? If the unit price values (whether automatically looked up by the system or entered manually) include VAT then tick this box.
*VAT rate The rate to be used when calculating the VAT.
Display only? (advanced use)

Specifies whether the display value associated with the list item can be edited (as, for example, in the case of price lists).

Unique name Allocate a unique name to this column.

Quantities

Quantity parameters for an Invoice table.
Quantity parameters for an Invoice table.

Quantity parameters for an Invoice table.

Heading

Enter the text to be shown as the column heading.  Bear in mind that this should be as abbreviated as possible due to the limited screen sizes on mobile devices.

Quantity list If quantities should be entered using a drop-down list then choose the name of the list to be used. Alternatively, leave this selection empty in order to use a simple text entry box.
Display only? (advanced use)

Specifies whether the display value associated with the list item can be edited (as, for example, in the case of price lists).

Commission

A Commission column must be created even if not required.
If a heading is entered here a Commission column will be created and the figure here will be used when calculating the line total.

If a heading is entered here a Commission column will be created and the figure here will be used when calculating the line total.

Heading

Enter the text to be shown as the column heading.  Bear in mind that this should be as abbreviated as possible due to the limited screen sizes on mobile devices.

Display only? (advanced use)

Specifies whether the display value associated with the list item can be edited (as, for example, in the case of price lists).

Line total

Line total parameters of an Invoice table.
Line total parameters features that can be applied to an Invoice table.

Line total parameters features that can be applied to an Invoice table.

Heading Enter the text to be shown as the column heading. Bear in mind that this should be as abbreviated as possible due to the limited screen sizes on mobile devices.
Display only? (advanced use)

Specifies whether the display value associated with the list item can be edited (as, for example, in the case of price lists).

Advanced

Advanced features of an Invoice table.
Advanced features that can be applied to an Invoice table.

Advanced features that can be applied to an Invoice table.

Pre-fill data from section (enter unique name of the section) The data entered in the section named here (which is probably a repeating section) will be used to fill the invoice - see also items below.
Unique name of product drop down Enter the unique name used in the section named above for the data item that is to appear in the Product column of the invoice.
Unique name of price drop down Enter the unique name used in the section named above for the data item that is to appear in the Product column of the invoice.
Unique name of quantity item Enter the unique name used in the section named above for the data item that is to appear in the Product column of the invoice.
Unique name of commission drop down Enter the unique name used in the section named above for the data item that is to appear in the Product column of the invoice.

Auditor's notes

If you wish to offer the end-user guidance and direction on how to answer a question then use the Auditor’s notes field. This allows you to input any necessary text expanding on the basic question. For the end-user, the auditor’s notes are available via the “right click” option on the device – tap and hold the stylus on the question text.

For quantity-related rows, force quantities to be greater than 0 Tick this box if the quantities in the table should be greater than zero - in other words a positive number must be entered.

Don't keep previous result when part of a document lifecycle

Tick this box if you DO NOT wish data collected in this template item to be copied to any jobs created directly from the original form.  This is useful for a repeated task (such as booking in/out a rental item or repeated delivery) where the data remains the same but a sign-off is required so this box may be ticked for Date, Surname and Signature.  Please note that if a transformation option is applied to the newly created job, this setting may be over-ruled.

Full question (for report)

The question text mentioned above should be framed in such a way as to indicate to the user the information that needs to be input. However, when this information is output on a report via the web site or a PDF additional wording may well be required. Use this field to phrase the original question in a way suitable for the report.

Search information for drop-down (advanced)

            

Here you can specify the information that's shown when a search is performed. For example, you could display both a product name and product description.

*Unique name

The unique name must be entered for each item and is a mandatory field. The name is used internally and so is not generally of importance. A default value is generated by the system automatically. You may wish to override this value to have a “nicer” name if the field concerned is part of a calculation or if you are exporting the data to another system.

Display conditions (advanced)

Display conditions for an Invoice table.
Display conditions that can be applied to an Invoice table.

Display conditions that can be applied to an Invoice table.

Only show when the following condition is true (1) Enter a conditional statement that affects whether the input item is displayed on the device such as whether a previous answer has been yes or no.
Only show when the following condition is true (2) Enter a conditional statement that affects whether the input item is displayed on the device such as whether a previous answer has been yes or no.
Record results when section isn't displayed Tick this box if you wish results to be recorded when section isn't displayed.
See Also

 

 


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Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.