Purchase Orders with portals ?

[Pascal_82]

Hi there ! I have a database of items I have in stock with a reorder level field and a database of purchase orders. What I want to do is when I create a new purchase order, all the items that need to be reorder appears automaticaly in the new purchase order. Is it possible to do this with portals ?

Thanks !

[bcooney]

It can be done with a looping script. Not all items are ordered from the same vendor, right? So, you'd need to find all items that need to be reordered. Sort by vendor. Then loop, creating a PO and POLineItems whenever you encounter a new vendor.

This is one of those scripts that makes you love Filemaker, btw.

[Pascal_82]

I'm maybe a noob, but I don't understand what you mean by a loop script. I know how to find what items that I need, but I don't understand the script part.

BTW, I just have only one vendor !

[bcooney]

In order to do this, you'll need to study up on scripting. If you only have one vendor, it's much easier. You can find all the items to reorder, then create a new PO (in a new window), capture its ID and then import your items into a POLineItems table, setting the parent POID.

Find Items that need reorder.

Create new PO in new window. Set _kF_VendorID and capture $PO_ID.

Switch to POLI layout.

Import records from found Items.

Replace _kF_PO_ID with $PO_ID

Go to Related PO form view.

[Pascal_82]

Thanks for your help !!

How do I capture ? Just a "Copy" ?

Will I be able to add manually some items in the PO in the portal after ?

[bcooney]

Here's a quick demo. You'd need Receipts or some way to close a PO to reduce QtyOnOrder. This demo's purpose is to illustrate how to import from a found set in the same file to create the PO Line Items.

CreatePO.fp7.zip