Creating account statements

[Dagel]

I'm sure I'm making this harder than it needs to be...

I have three files: Clients.fp5 (one record per customer), Invoices.fp5 (multiple records per customer) and Statements.fp5 (one record per customer). Each customer has a unique ClientCode.

I would like to open a portal in Statements.fp5 to show ONLY the customer's unpaid invoices from the Invoices.fp5 file.

The relationships I was hoping to use to accomplish this didn't work because the fields couldn't be indexed. It works if I base the relationship on a manually entered invoice open/closed status, but who wants to do that?

Any thoughts on how best to tackle this problem would be appreciated.

[Dagel]

I'm sure I'm making this harder than it needs to be...

I have three files: Clients.fp5 (one record per customer), Invoices.fp5 (multiple records per customer) and Statements.fp5 (one record per customer). Each customer has a unique ClientCode.

I would like to open a portal in Statements.fp5 to show ONLY the customer's unpaid invoices from the Invoices.fp5 file.

The relationships I was hoping to use to accomplish this didn't work because the fields couldn't be indexed. It works if I base the relationship on a manually entered invoice open/closed status, but who wants to do that?

Any thoughts on how best to tackle this problem would be appreciated.

[Dagel]

I'm sure I'm making this harder than it needs to be...

I have three files: Clients.fp5 (one record per customer), Invoices.fp5 (multiple records per customer) and Statements.fp5 (one record per customer). Each customer has a unique ClientCode.

I would like to open a portal in Statements.fp5 to show ONLY the customer's unpaid invoices from the Invoices.fp5 file.

The relationships I was hoping to use to accomplish this didn't work because the fields couldn't be indexed. It works if I base the relationship on a manually entered invoice open/closed status, but who wants to do that?

Any thoughts on how best to tackle this problem would be appreciated.

[aaa]

How you now this invoice is paid or no?

[aaa]

How you now this invoice is paid or no?

[aaa]

How you now this invoice is paid or no?

[Dagel]

I have a calculation field called InvoiceStatus which just looks at the invoice balance. If there's a zero balance, the result is "Closed" otherwise it defaults to "Open."

[Dagel]

I have a calculation field called InvoiceStatus which just looks at the invoice balance. If there's a zero balance, the result is "Closed" otherwise it defaults to "Open."

[Dagel]

I have a calculation field called InvoiceStatus which just looks at the invoice balance. If there's a zero balance, the result is "Closed" otherwise it defaults to "Open."

[aaa]

Creat relation to all Invoices.Then by script try to set option in related records which makes this record not visible in portal if this Invoice is Closed. I tried it at last time.

[aaa]

Creat relation to all Invoices.Then by script try to set option in related records which makes this record not visible in portal if this Invoice is Closed. I tried it at last time.

[aaa]

Creat relation to all Invoices.Then by script try to set option in related records which makes this record not visible in portal if this Invoice is Closed. I tried it at last time.