Hello,

 

I am trying to make an Invoice template with different Auto number for Proforma, and different for original like Ivoice ID when I press new record but, when I select proforma, I would like to increase a number field by 1 and when I select original then a different number field to increase by 1.

I am working on Invoice template from starter solution.

 

My filemaker is Version 12.

I don't know how can I do that. Is it possible?

Could you help me?

 

Thank you in advance!!

Nikos

 

 

Not sure I understand what you want to do exactly, but I'd suggest making a script and then attaching it to a button on your layout, or to a script trigger.  

Matthew thank you for your quick response.

Sorry, my English is not good.

I will try to explain you as well as I can.

 

I uploaded the file to understand it.

http://www.dropbox.com/s/xndm5fknaug7wmp/Invoices.fmp12

 

Go to Invoice details, you will see two fields, proforma No and Original No.

When I select from the invoice type the Proforma option I would like to increase the Proforma No by 1 and when I select from the Incoice type the original option I would like to increase the Original No by 1.

 

I hope to understand what I want to do.

Could you help me to do this?

 

Thank you in advance!!

Nikos

Please, could anyone to help me?

This is not as easy to do as it may seem - at least not if you want to do it reliably. There are issues to consider, like what happens if you change the type of an invoice or delete one. Can it be assumed that the pro forma invoices do not need to be numbered consecutively - so that you could have something like:

InvoiceID   Type        InvoiceNumber
001         Pro forma    
002         Pro forma
003         Original    001         
004         Pro forma
005         Original    002         
006         Original    003
007         Pro forma
008         Original    004
 

?

Thank you very much.

I made it with different way and it works fine.

 

I made Proforma Number field with auto enter data, then a calculation field "If proforma" with function If ( Type="Pro Forma"; SerialIncrement ( If Proforma; 1) ) and then a Sum field to count the If proforma field.

 

I uploaded the file for check. I don't care for the Incoice ID, only for the Proforma No and Original No.

https://www.dropbox.com/s/hh0ir90zxe67ff5/Invoices%203.fmp12

 

Please tell me, from your experience is it reliably?

Please tell me, from your experience is it reliably?

 

No. Summary fields summarize the current found set. If you change your found set (or sort order) your invoices will be renumbered. I presume you want your invoice numbers to be permanent?

Please have a look at the following thread:

http://fmforums.com/forum/topic/80957-serials-in-multi-user-environment/

 

You'll find two possible methods there, one suggested by Vaughan and one by me. If you really need two consecutive series, go with Vaughan's method.

 

 

Note that you should keep an auto-entered serial InvoiceID and use it (and only it) as the matchfield for your relationships.

Edited November 17, 201312 yr by comment

Thank you very much.

 

I need the Invoice ID only for me, only to I know how many Proformas and Original Invoices have made.

In final PDF Invoice I would like to send only the proforma number or the Original number.

 

I read the post from Vaughan but I cannot understand the way.

I am sorry, I have no experience in Filemaker.

Please, could you help me to do this on Invoice from starter solution or in file that I have uploaded?

I will be grateful your help.

 

Nikos

I read the post from Vaughan but I cannot understand the way.I am sorry, I have no experience in Filemaker.

 

Well, I said it wasn't simple. Perhaps you should put it aside until you are more familiar with Filemaker.

 

There is another solution you could use. It is very simple, it just requires more work: create two tables, one for pro forma invoices and one for the original ones. Use a simple auto-entered serial number in both tables.

Thank you very much.

 

I will make two tables at this time.

 

Could you help me with another one problem?

 

I have one date field with auto enter date and one with auto enter time.

I want to put the date field in another one field which called Date short without separators and the same for the time field to another one field which called Time short.

For example like this: auto enter date field: "19/11/2013" to date short field: "20131119"

Auto enter time: 13:15 to Time short: "1315"

 

Could you help me with this?

It depends on why you need this: if it's for display only, you can use the same date and time fields and format them in the Inspector to display the way you have described.

Thank you. I found the way.