I was hoping someone could point me in the right direction.
I have created a sharepoint list that the agency uses as a purchase order request and log. At the end of each month I am required to reconcile the purchases to the statement received from the credit card company. There are a couple of things that need to happen during this process:
1. The Status column needs to change to "Reconciled" or "Partial Reconciled"
2. If partially reconciled then the amount needs to reflect how much of the purchase request was reconcilied.
3. Since sometimes the purchase request is not filled in full I can't just change the amount on the original request, that would negate the actual obligation so I need to copy all the information from that row into a new document (called reconciled statement) and update some of the information on the sharepoint list.
I tried doing this by creating a document library and then creating a form with repeating tables. On the form I put two buttons labeled reconciled and Partial with a rule to update the Status column on the sharepoint list but I do not know how to have that information saved to a Reconciled Statement document. I don't just want to save the form to the library because the repeating table sows everything in the list that has not been reconciled.
Any suggestions would be greatly appreciated, I have been teaching myself infopath and sharepoint so I don't know all the jargon. Thank you.