1 Reply Latest reply on Aug 9, 2013 8:27 AM by SteveMartino

    Jobs, Invoice, and line item relationships

    JasonO'Berry

      Title

      Jobs, Invoice, and line item relationships

      Post

           Hi, 

           Whats the normal procedure for having a jobs layout that you add line items to and then invoice. 

           Currently I have a job table and layout with a portal into the line items table through the invoice table and automatically creates invoice records when a line item is added in the portal. This doesn't seem like it's the best way to do this, but it's worked up until this point.

           I don't necessarily want an invoice created automatically as some clients may need to have an open job for a while before invoicing. 

           Does this sound better:  My jobs layout with a relationship directly to the line items table. Then a script button that will create a new invoice record and carry with it the line items that are associated with the job. 

           I'll attach a screenshot that shows my structure. Thanks for any input.

            

           JO

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