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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hello,

Thanks for any help in advance (best say that now before i get into this)

My issue is as follows..

I have a db that has a record that has a table for a Quote that has an associated table that hold the parts for that quote so for example

main table would have company name address etc & the other table would hold the parts list ie some widget another widget (this is displayed in a portal obviously.. This all works fine..

however i have a script that then creates a sales order (ie just copies the record to the new table (sales order) ) here is my issue i need to bring the parts list across to the sales order associated parts list table.. im a little lost as how to do this?

so to recap:

table-Quote (linked to) table-QuotePartslist

a script to copy A record to

table-Sales (linked to) table SalesPartslist

However im unsure how to bring in the associated records from the QuotePartslist to the SalesPartslist..

just to clarify the table-Quote , table-QuotePartslist is a 1 To Many relationship as is the other 2 tables

I hope the above makes sense ill probably come back to it in a couple of hours & it all makes sense but ive been on off it for last few days so thought it was time to post on here..

I will add i know there is the export function but im not sure if its the right function also i will have a file created which i dont want, i would like it all to be on the Fly..

Im not sure what is the right function i need to do this or if its a case of using some apple script or custom function if so please point me in the right direction..

Regards,

Brian

Posted

What you could do is share the line items from the Quote with the Sale. Just add another key field (_kF_SalesID) to the line items table. Then, in the script that "copies" a Quote>Sale, capture the new SalesID and set the SalesID in the line items table.

Posted

Hi,

Thanks for the Quick reply.

I wanted to have it separated however i have got some further clarity from the end user of the current system.

I can do it in that way thanks for the feedback.

Brian

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