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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted (edited)

Hi All, I need create a new purchase order line item from a request for quotes line item record which already exists in another table.

Currently I'm using the set field script step but because of the large number of fields that need to be copied this seems a bit long winded.

Is there some way that I could easily create a new P/O line item record from the RFQ record detail. Most but not all of the field data needs to be copied across.

I tried searching the forums but didn't find much, maybe I specified the wrong criteria?

Thanks for your help,

Cheers Peter ;)-)

Edited by Guest
Posted

maybe I specified the wrong criteria?

Indeed, but admitted it can be tricky enough to construct a propper one though ;)

But as it is are you in a FAQ, your hunch is correct it's longwinded process you there suggests. The way it relationaly are done is by adding a field. I hope you have structured your solution with a quote record in which there is a portal where each line in the quote is made? If this is done can you make an extra field in your lineitems table for yet another foreingkey now linking to the correct purchase order....

Strictly speaking should the PurchaseOrder table run on it's own serial numbersystem distinctive from the Quotes table, because the numbering can be jeopardized in multiuser environments if it's based on a calculation - another aspect is that a customer might wish to split an offer over several purchases! But I have never seen anyone suffer from being forced out in abstract thinking, so I've made you a slight brain teaser!

--sd

QouteInvoice.zip

This topic is 6455 days old. Please don't post here. Open a new topic instead.

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