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I have a program - clients/ invoice/ line items/payments. I just added a insurance file that relates to client file. it has a join file. Client has a primary insurance company and secondary. What I would like to do is in the invoice file show the clients primary insurance company. What relationship do I have to setup to show this or what's the best way to do this? It's driving me nuts!

many thanks,

nati

In the insurance file, you need to create some way of differentiating the clients primary insurance carrier from the secondary carrier. To do this you will need to create a composite index:

Type (text, indexed) values "Pri" and "Sec"

InsIndex (calculation, text, indexed) =

ClientID & Type

In the invoice file create a similar index field, but specific to primary insurance:

PriInsIndex (calculation, text, indexed) =

ClientID & "Pri"

Relate PriInsIndex (invoice) <--> InsIndex (insurance)

and display the related fields in invoice.

-bd

  • Author

thanks live, i'll give it a go!

nati

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