Hi everyone,

new to FM and trying to develop invoicing/project tracking solution. I got stuck at this point now where I could use some hints about how to tackle this problem.

Let me explain a simplified version of the system in short: user creates quote for the project and later when the project is finished wants to create invoice from this quote (by reusing all the data from the quote).

What I would like to do is to have a button that would bring up all the quotes related to the project and allow them to choose the one he wants to build the invoice from, so basically using it as a template.

I was thinking this could be done with a script that performs find of related records, to get all the records related to the project. Then I need a way to select that quote record and create the invoice from it.

So what do you suggest is the best way to do this?

Thank you in advance!

cheers,

j.

Something like the attached?

project_quote.zip

Hi,

thanks for the example. Though it's not exactly what I had in mind.

What I want is a button "create invoice from quote" which would open a new window where one would choose which quote they want to make invoice from.

I did a couple more tests and here is the script I came up with. But I'm not sure I'm doing everything correct.

From invoice layout I launch this script:

- set current project ID into variable

- launch new window with quotes layout

- perform find for quotes that match project ID

- pause script

- let user select the quote and set it's ID to variable and resume script

- go to quote line items layout and perform find for all line items matching quote ID

- loop through line items and copy the values to the invoices line items table

- exit loop when no more matching records

I am using a couple of global variables inside the script. Is it necessary to clear them before script exits or is that done automatically?

thanks,

j.

Hi J, welcome to FM Forums!!

You might consider an approach such as this, although I don't open a new window. To get the overall perspective of the original request, you can 'view the entire topic.'

Hi J, welcome to FM Forums!!

You might consider an approach such as this, although I don't open a new window. To get the overall perspective of the original request, you can 'view the entire topic.'

Great! This helps a lot!