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"Invoice" Date range

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I have searched the forum and have not been able to find what I am looking for.

We have "Clients" who have "Time" billed to them for work done. Our billing manager wants to use the db to enter in a date from say 1/09/2005 - 1/13/2005 for all time entries that have been added(created) during the time frame of those dates. I have seen some diagrams about this with a 3rd table off of the Client side, but they don't seem to work in our scenario...or maybe I just don't understand it. Also, never used scripts before so a simple relationship with calcs or whatnot would be great.

a simple description of how it works would be great too.

Thanks---Mike

Do you mean you want to do a find for existing records on this date range or create new records for the date range?

  • Author

Quite Sorry,

I want to be able to do a search for records created during that time frame

  • Newbies

Enter find mode , in date field enter 1/9/05..1/13/05 and perform find. Walla!

If you're using globals to hold start and end date (for dynamic scripted searches), you would use a script step of Set Field [datefield; globaldatestart & "..." & globaldateend]. Just an FYI.

  • Author

Ok I have seen that a few places but the first examples I had seen where with a 3rd table, with two global fields one for start and end dates. where the created date would be greater than the start date and less than the end date...does this make sense? Would this be a better solution than the example with the periods? I would like a system where even the most novice computer can use this.

Thanks

Michael:

That's a good idea, and it's something I use in solutions to simplify things for novice users. Let's say your two global fields are called g_Start_Date and g_End_Date, and your date field (where the date really gets entered) is called d_Date. When the user wants to search by a date range, send them to a layout showing the two global fields, clearly marked "put your start date here, and your end date here." Then have a button which triggers a script which first goes to a layout where the d_Date field is visible, and then has these steps:

Enter Find Mode []

Set Field [d_Date, g_Start_Date & "..." & g_End_Date]

Perform Find []

Then take them to the layout where you want to show the results.

-Stanley

If you have those start and end date into globals, then just set a relationship with them.

Now you can view the result either in a portal or with the Go To Related Records command

  • Author

Ok makes sense here, just afew more quick ? Which table do these fields go in? All in the Client table? (Stanley)

Also what are these related to?(Ugo)

If we also wanted to search by attorney, client, client code, does this change anything or would we be just adding things to the scripts?

Attached is a screen shot of what I have at the moment based on some examples I have seen.

fmfexample.jpg

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