meglome

Thanks for the reply. Well because they may get a payment for more than one job from a customer at one time. So doing it this way allows all the payment to be allocated against different jobs. The same would be the case with bank lodgements (when I add it), they could be from multiple jobs/payments. Maybe some can point me to an example as I'm definitely missing something here.

Need to allocate payments to invoices, helping a friend out (will I ever learn) and don't seem to be able to find the best way to do this. So I have 3 tables... Invoices, Payments Received and Payments Allocated (join table). I'm using Filemaker Pro Adv 11. So let's say in... Invoices. I have Job No, Invoice Date, Customer name and Total. Payments received. Payment ID, Date, Customer and Amount. Payments Allocated(join table). Allocated ID, Job No, Payment ID and Amount. I've gone in and manually created all the invoices in the payment allocated(join table). Is there a way to automatically do this when an invoice is created? Also I tried to add a portal for payments allocated(join table) in payments received. But it's creating a new allocation rather than allowing me to add to an existing one that I've added from the invoices. I have it working in the grand scheme of things but I have to go into the join table and do everything from there. What am I missing? Any help much appreciated.

Thank you so much for your help. Not sure I would have ever figured that our myself.

Thanks for your reply. If I understand this correctly if I want to do the following (with the totals being sub-summary's by date) and get it into excel: Date Amount Jan 20.00 Feb 10.00 Mar 15.00 I can't do this, I need to use xml? Cause as I mention above right now the best I can get is: Date Amount Jan 45.00 Feb Mar

I'm doing a favour for a friend and I'm really pulling my hair out. I need to export a report to excel which contains sub-summary's sorted by date. It's a list of dates with totals which I can view on screen, print or export to pdf. However all I can get in excel is a list of dates with a grand total next to the first date. I must be missing something. Any help appreciated.

Easy fix in the end. Thanks a million for the help. In fairness I did state from the outset that I was double posting. I'm in Europe so I was worried that no one would respond until the American users came online. Anyways...

I think I need to clarify what I'm trying to do. I've attached a file with 3 layouts. Schools(Table) Teachers(Table) 4 Page Letter (Based on Schools Table) I'm sending a letter to each school that has a course running, which is simple and works perfectly. But on page 3 of the letter I need to show all the teachers that are related to the particular school. So I'm using ValueListItems (Get(FileName); "Full Name") to get the index values from the Full Name field. The first time I did it I got only the teachers related to each school in my index field called cNameOnce. Now I'm getting all teachers. Can you please take a look and see where I went wrong this time. teacher_letters.zip

Thnaks for that. But I think I need to clarify what I'm trying to do. I've attached a file with 3 layouts. Schools(Table) Teachers(Table) 4 Page Letter (Based on Schools Table) I'm sending a letter to each school that has a course running, which is simple and works perfectly. But on page 3 of the letter I need to show all the teachers that are related to the particular school. So I'm using ValueListItems (Get(FileName); "Full Name") to get the index values from the Full Name field. The first time I did it I got only the teachers related to each school in my index field called cNameOnce. Now I'm getting all teachers. Can you please take a look and see where I went wrong this time. teacher_letters.zip

I have two tables... Schools List Courses/teachers I check if the ID of the school matches the ID with the course/teacher. From there I print out reports to each school showing the complete list of what courses each teacher is going to using portals. No problems. But... The last report I did was four pages for each school, on page three I needed to show all of the teachers in the school not just ones which were allocated courses. Also since some teachers are in the system more than once becuase they are going to more than one course I needed only unique values. So I used ValueListItems (Get(FileName); "Value List") from the schools table to index the field. The value list is based on the contents of the Full Name field which adds the teachers first name and surname on the courses/teachers table. The first time I did this it indexed only the teachers that were associated with each school. So each school record had just the teachers related to that school in this index field. Now when I try it I get all teachers in each index field. Which is not what I'm looking for, aside for the file now being ten times bigger. I get the feeling I must have done something differently the first time but I can't figure what that is. Any help is much appreciated as my back is to the wall on this. If you have another way of getting only unique items for each school selected only from the teachers associated with each school I'd be very glad to hear it. (sorry this is a double post but as I mentioned above I really have to get this sorted, so I hope i'll be forgiven)

I have two tables... Schools List Courses/teachers I check if the ID of the school matches the ID with the course/teacher. From there I print out reports to each school showing the complete list of what courses each teacher is going to using portals. No problems. But... The last report I did was four pages for each school, on page three I needed to show all of the teachers in the school not just ones which were allocated courses. Also since some teachers are in the system more than once becuase they are going to more than one course I needed only unique values. So I used ValueListItems (Get(FileName); "Value List") from the schools table to index the field. The value list is based on the contents of the Full Name field which adds the teachers first name and surname on the courses/teachers table. The first time I did this it indexed only the teachers that were associated with each school. So each school record had just the teachers related to that school in this index field. Now when I try it I get all teachers in each index field. Which is not what I'm looking for, aside for the file now being ten times bigger. I get the feeling I must have done something differently the first time but I can't figure what that is. Any help is much appreciated as my back is to the wall on this. If you have another way of getting only unique items for each school selected only from the teachers associated with each school I'd be very glad to hear it. (sorry this is a double post but as I mentioned above I really have to get this sorted, so I hope i'll be forgiven)

Okay... Thanks for the file. Although I'm not sure I understand all of it. The reason the letter was based on Contacts List is that there are often more than one contact of a particuluar type in any school. There are 182 schools but there are a total of 212 co-ordinators attached to those schools. So letters are always sent as a subset of the contact list, maybe to all the contacts depending on the actual letter. How can I set this up so I can select from the contacts?

Thanks again for the suggestions. I did that on all items on the layout and it still doesn't do it. Is the sliding working for my attached file on other versions of FM and/or platforms?

Ok take a look at the attached pdf and you'll see what's happening to me. There are gaps between one portal row and the next. As I mention above if someone has a different way to do it that would be great. Otherwise I'm getting the feeling there is some weird bug here. sliding_problem.pdf

I just can't get it. I've attached the file with some sample data in it. I've left the real data for the report I'm trying to print so you can see it. Look at the layout Initiatives Details Letter. Obviously if anyone has a better way of doing it I'd be glad to hear it. sliding_problem.zip

I have checked it in preview mode and printed it and it doesn't slide up. I also checked your suggestion of text being aligned top which it is. But thanks for the suggestions.