You have much greater reporting flexibility. For example, a sales report over all your sales from the month listing each type of product sold with sub totals for the quantity sold and the dollar amount is quite easy to set up on a layout based on that added lineitems table. Now try doing that if your data is in repeating fields.
And the lineitems table can also serve as an inventory transaction table used for monitoring stock levels: Managing Inventory using a Transactions Ledger
Thanks for that. One related question. If I switch to using a separate table for invoice line items, can I still do a multi-criteria search that includes fields within the portal? For example, I want to find all instances where customer X purchased item Y. I need to do this a lot.
Yes and you also gain the ability to produce a report where you see just the info for item Y when purchased by customer X on a single screen rather than scattered over multiple invoices.
This is a great help. Since I've upgraded all the way from v.6 to v.13, I'm still sifting through all the new features I can use.
Can you indulge me in one more question? Currently one order equals one invoice. In fact, I don't even have a separate field for order number. But some customers who make many orders are getting tired of receiving 25 invoices per month. They want one invoice showing all line items for all orders. Is there a more elegant way than developing an order number field, then assigning a group of order numbers the same invoice number, then print them out with a trailing grand summary for the total? Without some fairly complex script, that would mean I still have to enter payment for each individual order.
Hmmm, but repeating fields as a way to list line items went obsolete with the introduction of FileMaker 3, not 6. It did take a while for all the example files used back then to catch up to that fact however.
What you ask is made to order for that Line Items table. You can use a layout based on the LineItems table set to be used in List view that lists all the items ordered for multiple orders. You simply need perform a find for the customer and the date range to pull up the line items for multiple orders for the same customer. You can include fields from the Invoice table in your line items based layout by putting them into a sub summary layout part if you choose to sort your line items by order number. And that's just one of a number of options you might choose to use from such a line items based layout.
Many thanks. I'll bash away at it.