I created an invoice layout. Everything is working, except that I can only get one product from the Sales Orders TO to display. Here's my setup:

Sales Orders:

SalesProj portal (used to choose project from Project TO)

ProjProd portal (displays all products for specified project in Project TO)

Sales Invoice:

Show records from ProjProd

In the body I have the Product Name field from ProjProd

Everything works fine except I only get the first product to display.

I believe I must be missing something simple or have some setting incorrect.

Thanks for any help and push in the right direction.

I'm afraid I have more questions than answers.

Is it true to assume that you start with a Project? Then on a Project form, you have a portal to ProjectLineItems, in which you specify ProductIDs? This looks up any info from the Products table.

So, Project>ProjLineItems >Products.

Now, when you create a Sales Order, you specify a ProjectID (only one project per sales order and only one sales order per project?). If, so, then using a relationship from Sales Order to Project you can use the same ProjLineItems table to serve as your Sales Order Line Items.

Now, when you create an Invoice from the Sales Order (only one per Sales Order?), you specify a Sales Order ID. This in turn would allow you to use the same ProjLineItems as your Invoice Line Items, tunneling thru from Invoice to Sales Order to Project to LineItems.

But, all this assumes that there's one sales order per project, and one invoice per sales order. Can you clarify?

Edited October 17, 200817 yr by Guest

Somehow I got this to work. Not sure what I did, other than change a the related record for the layout a few time.

Thanks for the help.

Edited October 18, 200817 yr by Guest