I am trying to set a lookup from a portal in my invoices file to a seperate credit note file portal to ensure correct credit note pricing but I appear to be unable to make this work. The relationships set are as follows

Invoice File: Client File >Client Code

Invoice File: Product File >Product Code

Invoice File: Credit Note File >Invoice Number

Should I be trying to lookup from the line items file defining the relationship by invoice number.

Chris Courtney-Stones

Hey Chris,

Supposing you use the same lineitemsfile for both credit notes and invoices, you could actually just script the creation of credit lineitems. The script would first have to duplicate the original invoice lineitem and then change the sign of your 'amount' field.

I wonder why you actually use a separate credit notes file; in my opinion a credit note is just a 'negative' invoice...

regards,

Ernst.

Hi Ernst, Thanks for the help. I use a seperate Credit Note file because I have to create a unique credit note number, if I did this operation in the invoice file it would increment the invoice number instead

Chris