Duplicateing quotation lines as new invoice lines

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September 29, 200916 yr

Dear Professionals,

I need your help. My friend is working in a construction company and has a huge number (almost thousand) of line items in each of his quotation. He wants to create new invoice from this quotation. Or should I say duplicate the quotation line items as new invoice line items. He is currently opening new invoice window then drag and dropping all these line items from quotation not the quotation line. I can imagine his pain scrolling the portal rows and then making modification in the invoice...

It would be so great if you could lead me to some clue.

I'm using FileMaker 10 advanced on Mac OSX.

September 29, 200916 yr

If you can get your invoice into a Tab-delimited or Excel format than you could use 'Import Records... File' from the menu bar.

October 1, 200916 yr

Author

Thanks for your clue and the AhHa moment!

Importing... It wasn't in my mind. I mind was stuck with duplicating.

I'll try the importing method using Go To Related Record, making the the found set in the quotation line items table, then importing to the invoice line items table, set the foreign key to them.

Cheers!