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Claris Engage 2025 - March 25-26 Austin Texas ×

repeating field?


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I am very new to this program. I am setting up an Orders file and I know how to enter one order, part number, description, etc. But my question is HOW do I set it up so when one company orders several items on a single PO, I can list all items in part number, description, etc.?? HELP!! I'm clueless!!

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  • 3 weeks later...

Create a field that will contain data the will define multiple records as those belonging to one PO. and use Find to clump all the records (each record defines one item ordered) from one PO. This field could be the company name, PO number, date of oder or combination (using a calculation field). The Find could be simplified by using a 'FIND" layout with this field formated with a pop up list defined by values from this same field. I hope I understood the problem and gave an understandable solution. Good luck.

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There are really two ways to do this. One is quick, simple, and has some limitations. The second is more general purpose, but more complex to setup.

1) In the "Orders" file define Quantity, Part Number, Description, Price Each, and Subtotal Price as repeating fields with some number or repeats appropriate to the greatest number of items on any single P.O. This limitation of this approach is that there is a maximum number of items on a single P.O.

2) Create two files, "Orders" and "Line Items". These files can be related by an auto-entered serial number in "Orders". "Orders" will contain common information such as customer bill to and ship to address, terms, etc. "Line Items" contains Part Number, Description, Price Each, and Subtotal Price. A portal is used to display the Line Items for a given order in the "Orders" database. Using this method a P.O. can have any number of line items. Reports should be printed from the "Line Item" file avoid using portals to print an order. This allows orders to be multi-page documents.

-bd

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