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Cannot get 'Sum" field to update automatically

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I have an invoice file, line item file and customer account file. In the customer account file I have an "Account Balance" fieldd which is defined as Sum(Invoice::Balance). If a payment is made on the invoice and the balance changes, my "Account Balance" will not change automatically. It still shows the total prior to the payment.

Any ideas what I can be doing wrong?

Hello,

Lets start with the simplest possibility first.

Is the calculation set to be "un-stored"?

Todd

If a payment is made on the invoice and the balance changes

This puzzels me quite! You make payments ON an invoice?? It can be done by having two types of documents distincted by an attribute in the invoice table: invoices as such and payments, but I would rather call the table transactions, according to the transaction type, will you be able to itemlines attached or not. The field Sum(Invoice::Balance) resides in the customer table.

Perhaps you better explain me where your problem differes from this thread: http://fmforums.com/forum/showtopic.php?tid/182120/post/229222/hl//

--sd

  • Author

I should have stated that I have a payment file also. I make payments towards the invoice. The balanbe on the invoice decreases but my "Account balabce" in my customer file will not change.

Ah! Then are we at Todd's answer, the two Sums( from each relation should then be unstored calcfields... and please note that they can't be Summary fields from the related tables via GetSummary( since:

http://network.datatude.net/viewtopic.php?t=128

--sd

  • Author

They are both uncalc fields. Maybe I should have mentioned that this was previously a FM6 solution that worked perfectly. I have converted it to FM8 and I am going through all of the screens and scripts to correct some things that did not convert correctly. I don't know if that helps or not. In my customer file I have a portal that displays all of the invoices for that customer that have a balance. The balances in the portal are correct but I cannot get them to add up correctly.

Is it this?

http://network.datatude.net/viewtopic.php?t=132

--sd

  • Author

THAT"S IT!!!!! exactly. But I thought Itried that work around and it still didn't work. It will update if I close the file and re-open it. I'll try it again. Thanks

  • Author

The easiest solution was to upgrade which I did and it works just fine. Thank you so much. I was racking my brain.

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