Sorting

QuickBooks doesn’t provide a method for sorting the detail lines of an order. CCRQInvoice can help with this.

The preferences in the Sort Column section establish the default, or most commonly used, values. You can change this information at the time you process your orders.

You can sort on any of the following:

•      Item ID: The item ID as entered in the detail line.

•      Line Description: The description of the detail line.

•      Quantity: The quantity of the item in the detail line.

•      Service Date: If you are using the Service Date as a column in the form you can sort by this value.

•      Custom Fields: You can sort by any custom field in the item list – BUT that field must be included in the on-screen order template to be included in the order.

Alpha/Numeric Sort: Normally you will select an “Alpha” sort. However, if you are sorting on a custom field and you want the values to be treated as numbers, select “Numeric”. If the field you are sorting on has any non-numeric characters as a value, that will be treated as a zero.

Ascending/Descending: Specify the direction that you want the values to be sorted.

Skip sorting if value in the field: This is not commonly used, you should leave this unchecked. In some cases you may decide that you do not want to sort orders for specific customers. If you check this box you will be asked to select a “custom field” that will be used to identify customers that are not to be sorted. If you add this custom field to the order template, and there is any value in the field, the order will not be sorted. If the field is blank, the order will be sorted.