BleauMind

 Hey Matthew, you have no idea how grateful I am that you replied.  I added a screen shot of my database relationship.  The language is french, let me try to explain.   Yellow : Clients - Client table, with client information - Client notes, related to client. Shown as a portal in the client table so that I can add multiple notes per client.  Green : Estimates -(Dark Green) This is the estimate section. It's linked to clients, and contains the date of estimate and calculations for taxes to give me the Total price. -Light Green (Soumission_details), It is the lineItem table, contains the quantity, the lookup of the price of the product in the product table and calculates the subtotal. Shows in the estimate section through a portal. The table occurrences linked to this table (in orange) let me use dropdowns to narrow from Category,Make,Model,ID,Price (Not sure if it is the right way to do)  Gray: Contracts Same fields as Estimates for Contracts Same fields as estimate_details for contract_details  Heres what I'm looking to achieve. Through the Estimate Section, I want to select accepted for the status, and have the program copy the fields from Estimates to contracts and Estimates_details to contracts_details. Contracts differ from estimates because they will cause an inventory move and $$$$ will be used to calculate my sales and profits. I need to be able to modify the contracts without altering the original estimate.  Eventually I'll have a table for inventory, quantity in (Purchases) and out (sales) that will be linked to products.  Sorry if I'm not clear enough, let me know if you don't understand something and I'll try to explain better.Â

Hi, my name is Mathieu. I'm relatively new to Filemaker and and new to the forum. Merry christmas to everybody and thank you all in advance for your support. I have a layout for estimates with a portal showing LineItems items: Clients------>Estimates---->LineItems<-----Products I use price lookups in lineitems to make sure that if a product price change, it doesn't change in already completed estimates. My relationships are set up so that an estimate doesn't make a change in inventory. Now, the problem is, I'd like to, when a estimate is accepted, check a radio button in the estimate layout and automatically copy my lineitems items, at the price set previously in a new portal in a contract table that will make the change in inventory and eventually let me see what i'm missing and let me order them. I know most people put estimate and contracts(invoices) in the same table, I am also ready to do that if I can make sure estimates dont change inventory. Can you help me figure the relations and the scripts I need to achieve that? Thank you so much.