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Script to fill in customer info

Featured Replies

  • Newbies

I was wondering if there is a simple way to automatically invoice all of my customers at one time. I have a database with two tables, CUSTOMERS and ORDERS that are joined on the ACCT NO field. Is there a way of scripting that when I click on a button it will automatically get the ACCT NO from the CUSTOMERS table and fill them into the ACCT NO in the ORDERS table and then go through all the customers and make new orders for them and stop after the last customer. I think using the loop function somehow would do it, but I don't know how to do it. Any help would be appreciated.

You could that easily by importing the customer records into Orders table, with only the ACCT NO field imported. But what should it fill in the other fields of Orders?

  • Author
  • Newbies

It needs to fill in the date, invoice no. customer name, address, etc. This needs to be done on a monthly basis. I was hoping that by some way going to the customer acct no and copying it and going to the orders table and requesting a new record and pasting it into the orders acct no and then cycle through all the customers so that each one has a new invoice number.

You could do all that - but an import does it all at once. All the fields you mention could be filled automatically by defining them to auto-enter or lookup the relevant data (keep in mind that once the ACCT NO is brought over, a relationship is established and the customer's data is available).

  • Author
  • Newbies

I have a field called MONITORING which is a checkbox. I wanted to find only the fields checked and then invoice them, not all the customers that I put down, I don't know if that makes a difference or not. Being new to FileMaker would it be possible for you to show me an example of how I go about doing this? Thanks.

Go to a layout of Customers and find the records that are marked for monitoring. Then switch to a layout of Orders and do the import. Only the found set in Customers will be imported. This can all be scripted (though you'd probably want to set up some kind of protection against importing twice in the same month).

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