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Claris Engage 2025 - March 25-26 Austin Texas ×

Same Data, New table, New Date *DELETED*


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The Big Question for such structures, would it be for 5,6 or 7, is :

Are you sure all items on any proposal would be invoiced at the same time ?

If so, it is rather straightforward.

Your LineItems.fp5 file basically has ProposaID, InvoiceID, Quantity and Price fieds.

In your case, either the Invoice and the Proposal would point to the same lines in the line items. Invoicing a proposal will result in a quick script that will create a new Invoice, and set the new InvoiceID through a loop in all the lines affiliated to the Proposal ID.

As for the creation date, you can create your own field rather than the built-in auto-entered one, so it should be no problem to have it filled when an invoice is printed.

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