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How to include a Return option to an Inventory/Payment system


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Posted

I'm creating a Inventory/Payment system. I'm using the FMv12's invoices start solution. I've added the Payment portion portion that seems to work fine. The "inventory" is being tracked on the products table, with a in stock calculation field along with a field for stock adjustment. This will allow manual adjustments aside from the PO (purchases) and Invoices (sales) of the product.

As i was thinking of possible things that may occur, Item returns, is one thing that stuck out. However, I'm not sure whats the best way to do this, should their be an RMA table? Any suggestions? I've attached a schema on what I have so far.

Thanks

invoice_system_schema.pdf

Posted

Here's a suggestion. Create two new tables:

- a Returns table, which is tied to Invoices (since by definition, returned items have been sold via an invoice), and

- a ReturnedItems table, which is a line items table for Returns, with fields like productID and numberOfReturned.

This structure allows you to:

• record details on returns in one central place (RMA number, date etc.)

• create a list/report on all returns, or returns within a specified date range

• tie the return to the original invoice and thereby to the customer

• see if there are customers who return products frequently

• summarize the return details and display them with the original invoice

• adjust the stock count precisely for each product, using numberOfReturned in ReturnedItems

• see which products have been returned, in what quantities and for which reasons, and create statistics for QC etc.

I suggest starting from the original invoice, maybe by first creating a new Return record including the Invoice ID, then copying the original line items into ReturnedItems, giving them the new ReturnsID, and either using them in full (if all items of the invoice have been returned), or removing line items and/or adjusting quantities.

Or use a checkbox for the original invoice line items to specify which items were returned, and create the ReturnedItems records based on that selection. Allow creation of a new Returns record only if line items are selected.

Posted

Hi EOS, thanks again for answering my call for help. : ) I understand what you a are describing. However, writing the script is another story. So I created the 2 tables in this relationship

INVOICES -< RETURNS -< RETURN ITEMS

I like the idea of putting a checkbox in the original INVOICE DATA (LINE) table and having a button to preform a script to create a new RETURNS record. However, I'm not too familier with scripting. How would I pass on the Invoice Data record ID to the Return Items table? Would it be a loop involved in this? or a Filter Portal of the Invoice in the RETURNS Layout? The last option here would probably work, but may not be the best way. Can you guide me with a sample script?

This topic is 4600 days old. Please don't post here. Open a new topic instead.

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