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CurlyD777

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About CurlyD777

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  1. Hopefully this is a simple question... I have a main sales database full of accounts and sales. This was designed to simply keep track of sales based on who/when, etc. Now I've added an external file that is a database that handles invoices / payments. In the main database, I reference this file as an external source, allowing me to show transactional data for each account. In the invoice / payment database, I reference the main accounts / sales file as an external file. I need this to lookup sales details based on sales for invoice creation. I know this isn't much differe
  2. I have a question also in the "dependency" talk...whenever I make an update to our increasingly complex database, i get a pop up screen saying "rebuilding dependencies..." It takes only 3-5 seconds to complete, but as we plan on taking our database offsite, I'm concerned too many dependencies are built to make it unusable remotely. In a database design report, I have 741 relationships (which i know are not the same as dependencies, but I don't know how to quantify how many I have) As I continue to build the database, I'm starting to creating future modules as related files. I still am mak
  3. Thanks for the update, we'll stick with the reference only method. Luckily, since it already was a challenge to sort and find files, we've made a very strick naiming policy to store these. In other words, each file is stored and named in the same file / folder structure. You've mentioned I should create a database with meta-data to help find these files, would you mind elaborating on this concept? thanks
  4. I am also starting to look into a image sharing feature for our database. We're an advertising company and need to store our client's many PDF's for particilar sales in this Currently, we have 10000+ pdf's that are typcially 3-10 mb each. (Our practice is to never delete a revised PDF for each client so our PDF collection grows very fast) I would estimate our PDF archive is currenlty about 1 tb. Each file is stored by client name and then by their sale/job. You can imagine how time consuming it is to find a particular client's pdf using our current file sharing volume. I would
  5. Well, here's the bigger issue. We recently moved our files off of an older server onto a newer server, and, the new server is running FileMaker Server 9 on intel 64 bit xServe, vs Server 8 on the old intel iMac. This is what I've found to both cause and fix the issue...and maybe someone can shed some light if they've seen this before. In the portal, I'm relating invoices to accounts using a numeric account ID. In the invoice table, I also have a boolean "quote" field, allowing you to create quotes in the same table, but not have them show up in this particular portal. These quo
  6. Just today I ran into a problem searching a date field. In a invoice portal, that links records from an external filemaker table by account ID, I used to be able to search in that portal for a date range. In other words, I could search for all invoices older than 60 days by just entering a date range. Recently, I cannot find invoices older than a month. I can search and pull up invoices within 2 weeks, but any date greater than that , it returns no records. I even manually looked for a record that had related records with a specific date from 60 days ago, it's listed in the portal, and w
  7. Just recently I set up the same scenario in an invoicing database. I set up a script to take invoice information (client, date, item, cost, etc) and display it on layout with our invoice graphic. The script then saves this record as a PDF to a folder on the user's desktop. (using applescript to generate this folder if it doesn't exist) Then it creates an email using client's information for account name, contact and email address and generates an email. The email first copies text from a generic text I preset in a global field, inserts text from the invoice (amount, due date, etc) and th
  8. I think I found a way, but if someone could advise me if this is the best way or preffered way... When creating the new invoice records in a new table, I relate the entire table of jobs to the jobID from the new invoice record to the jobID in the jobs table. I then use a lookup field to copy the related text description.
  9. I am trying to use a value list to display a job selection field that is easier for a user to view. I am using related value lists to display and use JobID numbers associated with a spefic job name. For instance, job_001 is a unique record with a decrption field of "Uptown". In the selection field, the user selects a drop down list of a value list of all related jobID's, but it only shows text from the second field, the job description, i.e. "uptown", "downtown", etc. That part works great. The problem is that when we create an invoice. When the user selects the "invoice" butt
  10. I am recreating a database to replace a series of excel spreadsheets. The visual views available in excel that we use numerous times to look at our tables is to have customer’s listed vertically, and jobs listed horizontally, and then show their sales numbers listed in the grid area. We can have up to 30 or so jobs in a given layout, and excel allows you to split the screen to “freeze” the customers column while you scroll horizontally and view the numerous jobs. Does any one know how to recreate this freeze ability in filemaker? If it’s not possible, does anyone have any good exampl
  11. That's good to know it can handle millions of records. We currently host filemaker on a dedicated 10.4 server box, but I'm still concerned about having the ability to finding & summarizing just the related records to a unique job or a unique customer. In other words, can it quickly summarize just 1 invoice record through a portal to 1 unique customer when there is over 10000 clients and 10000+ invoices? Or how about summarizing 4 unique invoice records spread sporadically through 10000+ invoices? And finally, what about listing all 100 unique jobs for the year, can those records all
  12. I am in the beginning of designing a fairly complex system for our business. We’re in the typical 3-ring circus of having a database for our clients, excel spreadsheets for our sales numbers, and then an accounting program to track invoices/receivables. I am trying to consolidate this process to one central database, and I plan on using the many-to-many model. In other words, invoices would be related to clients, and each invoice will have related line items, and then each sale/invoice will be summarized to it’s respective job (each sale is part of a unique job that we set goals/expecatio
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