Defining properly-I'm new

[chamb]

Thanks for the assistance up front. I'm new. I downloaded FM8 for MacOSX today. I have been editing from sample databases trying to do my on setups. This is probably very basic but I have not figured out out to do it:

I am trying to design my own invoices. So far so good except for the following:

I have a text field: Customer Acct. - (ex. of data is BHE006)

Another text field: Customer Billing Address

Another field: Customer phone number

How do I set it so when I choose the number BHE006 from the customer Acct. pop-up menu the Address fields auto fill in with the customers info.

Thanks for your assistance. Please be simple as possible with me.

[Genx]

Basically what your wanting to do is have a table for storing the data... then you can either do a self relation between two table occurances from the same table... or between a table that stores all the data and one with just a global field... bah forget it... just pull apart the sample file ive attached

related_info.zip

[Logout?]

Welcome, Chamb.

I think what you want to do is define two tables in your database: one is a table of invoices (I think you have that already), the other is a table of accounts/customers.

So, under the file menu, Define Database. Table tab, Create a table called Customers. On the Field tab, add fields for AccountNumber, CustomerMailingAddress, CustomerPhoneNumber (all are text fields). On the Relationships tab, drag a relationship from the AccountNumber field of this new (Customers) table you just created to the Customer Account field of the existing Invoices table.

Back to the Fields tab, but this time, select the Invoices table (little drop-down menu to the left of the 'Tables' button). Double-click the Customer Billing Address field of Invoices, and set it to auto-enter via Lookup, select the relationship to Customers, then choose the CustomerMailingAddress field. Repeat this auto-enter process for Customer Phone Number as well.

Click Done to commit your changes.

Now, make some new records in the new Customers table. Go to an Invoice, set the Account Number to one of the account numbers of your customers, and the other data should populate.

I don't know how clear that was, so give it a shot and write back if that wasn't good enough.

Good luck!