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NewB:: customer and multiline invoice database

Featured Replies

  • Newbies

Ok

i'm using FileMaker 7

I have made one table for Customer details with a customer ref number

An invoice table that has customer ref no, invoice no etc...

An invoice_line table that contains the "products"

What i want to happen is :-

in the customer table, it to show customer details, and ALL invoice related to them, and that you can click a link next to each invoice number to view that invoice.

In the invoice table to have that allow me to enter the invoice_line items add them together and then allow more items to be added to invoice.

I've made the database, but it does not allow me to create an invoice though the portal , i know i'm doing something wrong but don't know what!

Help!

Hi,

Welcome to the Forums.

The relation from the Invoice Table to the Invoice_Items can be set to "Allow Creation of Related Records".

Double click the box of this relationship in the Relationships Graph.

When unchecked, you can of course create related records, but you would need a script.

  • Author
  • Newbies

Many thanks for that!

I may not have made myself clear so, i'll try again blush.gif

there is one file with 3 tables in it.

in the invoice table i have invoice number and customer number

then below this i have :-

Prod-ID QTY Description Cost

Now when these are used as a look-up field, i can type '1' and it will look up the correct product, but i can only have one line, i need several, i have tried putting it into a portal but that does NOT allow me to enter in data (eg select a Prod-ID and then add another line)

What am i doing wrong here?

  • Author
  • Newbies

Hmm, No one knows? Or just too busy in this big forum?

I am going through Sams Filemaker in 24hours, but it does not cover this topic of multi invoice lines

You say you have 3 tables, I assume they are Customer, Invoice and Product from what you have written. If so you need a 4th table, Invoice Lines. You need a relationship from Invoice to Invoice Lines using Invoice Number as the key field. If you make this relationship as Ugo suggested "Allow Creation of Related Records" you will get an empty line in the portal for the next entry.

  • Author
  • Newbies

Hi

Many thanks for post, i have sussed it out! - Repeating Fields! Works GREAT

Would have posted back sooner, but did not get email saying about new posts?

Hi Adrian

Beware of repeating fields they may place restrictions on what you can do with your data at a later stage. There are many posts refering to this

Vin

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