You'll need a new table "Invoice Line Items" with at least these fields:
Product name ( Lookup from Products :: Product name )
Price ( Lookup from Products :: Price )
Description ( Lookup from Products :: Description )
So the relationships will be:
Invoice :: InvoiceID <----> Invoice Line Items :: InvoiceID
( with allow creation of related record in the table: Invoice Line Items checked )
Invoice Line Items :: ProductID <----> Products :: ProductID
Place a portal showing records of this new table in the layout that you use to make an invoice.
That all sounds like what i need to do. I cant get the portal working.
Can you explain how it's not working?
I assumed you would have responded by now. Is it still not working?
First, go into "Manage -> Database" (File menu), and make sure your relationships are set up properly between the three tables.
Then, go into Layout Mode, click on the tool just below the oval tool on the left side of the screen, and draw your portal on the Layout. Select the table you want displayed, and then select the fields you want displayed. Add the Product ID to the portal from the current table. Return to Browse mode, and enter a Product ID. This should display the rest of the product information.
Let me know if you are still having difficulty.
I am still having difficulty.
Just to go through things I have 3 Layouts and 3 Tables:
On each table and layout I have the following fields.Clients = Client ID, Name, Address, Address 2, City, Post Code, Phone, Mobile, and Email.Products = Product Code, Product, Description, and PriceInvoices = Client ID, Invoice No., Name (Auto), Address (Auto), Address2 (Auto), City (Auto), Post Code (Auto). - Think works for me. I type in the client ID and it display their address info.Below that I want to be able to type in the Product Code and the Quantity and it gives me to price.I have set up the following values on this table: Product Code, Product, Quantity, Price, Subtotal, Tax and Total.I have set a relationship between:Client ID:Clients = Client ID:InvoicesProduct Code:Products = Product Code:InvoicesAnd looksup for the fields: Name, Address, Address2, City, Post Code, Price, Product.But I still cant seem to get it going.It would also be good to have a user friendly Invoice Layout and a Printer Friendly Layout. I have worked out how to make a print button on the User Friendly one that runs a script to open the Print version, prints it, then close it. Although there is no information on that yet.
Without trying to determine the exact cause, here is a post I answered a couple of weeks ago. You can find the post at:
Thank you for this! I was completely stuck, and you helped me figure out a lot based on this example. :smileyvery-happy: