Jump to content

Auto fill invoice


This topic is 6066 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Hi

I have a contact databse in filemaker 5.5

I am trying to set up an invoice database to create all my invoices from.

To save typing every invoice I wish to be able to select client from a pop-up list and their address and contact details automatically fill in from the corresponding fields in my contact database. This should be very easy but I can't seem to work it out. I think my brain's on the wrong side. anyone help? If there's a better way I'm open to options.

GBM

Link to comment
Share on other sites

This is really not recommended. The purpose of a database is to have a record of the invoice. If you edit data outside of the system, what do you really have in the database?

There's no reason your edits can't be done in FileMaker. What problems are you running into?

Link to comment
Share on other sites

Hi

Thanks for this I just don't know how to get the fields to fill with the information. What i'd like is to choose client from a pop up menu and the address fills automatically then type the job number and the job details fill automatically from job sheet. I'm quite a novice FM user but love what it can do, it just frustraites me that I can't get my head around how to do it. Could you gently explain how I might go about it if you have the time or email me an example if that's easier. Thanks. GBM

Link to comment
Share on other sites

Job details? What are they? Line items to the Job. A big text field on the Job?

I would suggest a good FM book, if not the manual. You're really asking basic questions and it'll take forever to get a system built thru forum q&a alone.

Otherwise, FM's site has a list of consultants, who do this for a living. Like me!

Link to comment
Share on other sites

Hey, we all have to start somewhere!!!

OK forget the rest, just help me with this.

My dadabase has fields Name, Company, Address, which I want to use on Invoice.

I have created a relationship from invoice to database where company=company

In my invoice I have created a pop up menu using values from Company field in database. When I select company in pop-up menu I want the name and address fields to fill with the name and address data from that record on the database. The name and address fields in the invoice are from the related database i.e. :):Name :(:Address and it still doesn't work. I know I'm nearly there. I would appreciate a last push.

Thank you GBM

Link to comment
Share on other sites

Didn't mean to put you off, sorry. It's just that a good read thru a FM book will give you the big picture, and this forum will help fill gaps. imho, learning FM thru the forum in bits and pieces would confuse me.

Anyway, put an ID key field in each table (file in FM5). So, Company would have __kP_CompanyID (key, primary). Set it to be an auto-enter serial, prohibit modification.

Then the relationship from Company to Invoices is Company::(__kP_CompanyID to Invoices::)_kF_CompanyID (key, foreign). Use a value list, if you want, to input the _kF_CompanyID on the Invoice. The value list would be from Companies and contain two fields, ID and Name.

Now that the tables are properly related, you can simply go thru the relationship from Invoice back to Company and get any fields that you want to display. No lookups needed.

You mentioned Jobs. I'm thinking, with the correct relationship setup, that you could have a button on the Job detail "Invoice" that creates an Invoice, pulling in the Customer that is related to the Job, and adds all the Job info that you want.

Link to comment
Share on other sites

imho, learning FM thru the forum in bits and pieces would confuse me

This is an excellent point made, although I would say that it's hard to come by a single book explaining this thoroughly, almost every book I could think about fall's in the ditch, by providing examples which can't be too generalized. The getting of the gist of things still have to reside on three-four pillars - forum topics, templates, books and experimentation, since formalized education hardly ever embrace other than microsoft products.

The dissection of templates dwnloaded in various sites, can't be underestimated though, but one single book have in my case substantiated these dissections - which is:

http://findarticles.com/p/articles/mi_m0EIN/is_2002_May_28/ai_86392225

But it's designed for "intermediate users" requiring previous development experience to say the least. You have a problem with being on an earlier version, the sites with templates are likley to exhaust templates for your version, but you should still be able to find some here:

http://www.dwdataconcepts.com/

...and here:

http://www.databasepros.com/resources.html

Not to forget here as well:

http://www.nightwing.com.au/FileMaker/demos/demosFP5.html

--sd

Link to comment
Share on other sites

This topic is 6066 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.