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Posted

I have a job file that pulls in customer information (name, address etc) from a customer file based on a primary key - 'customer id'. I then have a script to create a new record in another file called 'invoice' which pulls in various info from the job file. But I can't seem to get the name, address etc to come over, i.e. anything that is in the customer file

Any help would be appreciated, Thanks!

Lyndon

Posted

Hi Lyndon,

I'm a newbie as well but have had a similar problem, and perhaps my solution will work for you as well.

First, I have a Customer table with a primary key of CustomerID, and an Invoice table with a foreign key of CustomerID. The two tables are linked via their CustomerID fields.

As part of my invoice creating process, I use a script that goes to a Customer table layout and prompts the user to select the customer who will be invoiced. When the user selects a customer record, I set a variable equal to the CustomerID. Then, when I switch over to the Invoice layout to display the invoice information, I use a "Set Field" step to fill the CustomerID field in the Invoice table with the CustomerID contained in the variable.

Hope this helps!

Chrisbee

This topic is 6881 days old. Please don't post here. Open a new topic instead.

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