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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have a few tables that, combined, have the necessary data to create an invoice:

Transactions contains all the details about the payment, shipping, customer info, etc.

Orderline contains the line items for each order. There is a one to many relationship from transactions to orderline.

Products contains product information. It is related to orderline because orderline only contains the SKU for a product and the subtotal (quantity x price). You need Products to get the product name and price per unit (especially when there is discounting involved).

This is pretty much the way the tables are downloaded from the ecommerce software I am using.

It is simple enough to create a summary style report that groups the line items in the orderline table by the order number and pulls the necessary data from products.

And it is simple enough to get the rest of the info from transactions.

But I am having a difficult time trying to combine the two.

What I want to know is there a way to embed the report for "orderline" into the report for "transactions" so that I can create an invoice?

Just adding the fields from orderline to the report for transactions does not really work because there is absolutely no relationship between transactions and products to get the product data that is necessary.

I hope that makes sense. If you can help me out, I would greatly appreciate it.

Posted

Use a portal.

OK, that's the quick answer. The slightly longer version says "create a relationship, then put a portal in the report layout." That's hardly more informative, but it should point you in the right direction.

HTH,

Dan

This topic is 8705 days old. Please don't post here. Open a new topic instead.

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