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Merge two starter solutions

Question asked by TracyMcCarty on May 16, 2012
Latest reply on May 17, 2012 by GuyStevens

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First of all I want you to know I'm a beginner at this last time I worked with FM Pro was version 5.

I would like to combind starter solution "invoices" and "estimates". I know it is a lot of work rewriting one to the other but will attempt it anyhow.

I am not sure how to link all the tables from both starter solutions into one data base. I do know I only need one "customers table" and will have to combind fields from the "invoices" and "estimates" customer tables together, after that I'm lost as to the order of the tables and thier relationships.

Any info on how to set up the data base tables and relationships would be greatly appreaciated. A picture of the tables and relationshisp would also help.

Thanks,

Tracy

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TracyMcCarty May 16, 2012 7:12 PM

Heres a screen shot of what I've done so far. I also need table "products" to relate to table "estimate data".

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davidanders May 16, 2012 7:15 PM

The White Paper for FMP Novices is useful
http://www.foundationdbs.com/downloads.html

Lynda dot com has Filemaker Videos (portions are free)
http://www.lynda.com/FileMaker-training-tutorials/116-0.html

Free unlocked templates are useful for examining design
Starting Point -
http://www.fmstartingpoint.com/
Donations -
http://filemakerdonations.com/
Recruiter -
http://rccrecruiter.com/alt-index.html/
Data4Life -
http://www.data4life.net/

A free calendar is available to be bolted onto your database
http://www.seedcode.com/cp-app/prod/calendarfree10/

You can search specific Filemaker sites on this Custom Google Search
http://www.google.com/cse/home?cx=001044389222327874554:vi8it1bulm8/

Looking at FMP business database demos is useful - some are fully useable
The Excelisys Business Tracker V3.0
http://www.excelisys.com/exbiztracker3.php/

Filemaker released a FMP runtime database in 2007 for students called "Campus Productivity Kit" and is available online, notably at CNet
Google "Campus Productivity Kit"
WIN http://download.cnet.com/FileMaker-Campus-Productivity-Kit/3000-2124_4-10577579.html/
Mac http://download.cnet.com/FileMaker-Campus-Productivity-Kit/3000-2124_4-10577567.html/

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GuyStevens May 17, 2012 7:28 AM

What is the difference between an estimate and an invoice?

Where I come from we have something like a "Price offer" and if the client accepts, you do the work, and the price offre becomes an invoice.

But the two are exactly the same, and the only difference is that an invoice get's an invoice number and needs to be payed.

You could just add a "Type" field to choose wether the Invoice is an invoice or an "Estimate". And you could print a different kind of document according to what Type you have.

Also I see You make an Estimate Id Match field in the Estimate Data table, but you relate it to the Customer ID Match field. That might not be a good Idea. It should be related to the EstimateId.

If you want to link to products you simply make a number field in the Estimates Data table called "ProductIdMatchField" and relate it to the products table.

It's possible that you need to make a second table occurence of the Products table but that's not a problem. In fact it's better, that way everything remains nice and organized. Just make a second table occurence and call it "ProductsEstimates".

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TracyMcCarty May 16, 2012 7:12 PM
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Heres a screen shot of what I've done so far. I also need table "products" to relate to table "estimate data".
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davidanders May 16, 2012 7:15 PM
Mark Correct
Correct Answer
The White Paper for FMP Novices is useful
http://www.foundationdbs.com/downloads.html

Lynda dot com has Filemaker Videos (portions are free)
http://www.lynda.com/FileMaker-training-tutorials/116-0.html

Free unlocked templates are useful for examining design
Starting Point -
http://www.fmstartingpoint.com/
Donations -
http://filemakerdonations.com/
Recruiter -
http://rccrecruiter.com/alt-index.html/
Data4Life -
http://www.data4life.net/

A free calendar is available to be bolted onto your database
http://www.seedcode.com/cp-app/prod/calendarfree10/

You can search specific Filemaker sites on this Custom Google Search
http://www.google.com/cse/home?cx=001044389222327874554:vi8it1bulm8/

Looking at FMP business database demos is useful - some are fully useable
The Excelisys Business Tracker V3.0
http://www.excelisys.com/exbiztracker3.php/

Filemaker released a FMP runtime database in 2007 for students called "Campus Productivity Kit" and is available online, notably at CNet
Google "Campus Productivity Kit"
WIN http://download.cnet.com/FileMaker-Campus-Productivity-Kit/3000-2124_4-10577579.html/
Mac http://download.cnet.com/FileMaker-Campus-Productivity-Kit/3000-2124_4-10577567.html/
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GuyStevens May 17, 2012 7:28 AM
Mark Correct
Correct Answer
What is the difference between an estimate and an invoice?

Where I come from we have something like a "Price offer" and if the client accepts, you do the work, and the price offre becomes an invoice.

But the two are exactly the same, and the only difference is that an invoice get's an invoice number and needs to be payed.

You could just add a "Type" field to choose wether the Invoice is an invoice or an "Estimate". And you could print a different kind of document according to what Type you have.

Also I see You make an Estimate Id Match field in the Estimate Data table, but you relate it to the Customer ID Match field. That might not be a good Idea. It should be related to the EstimateId.

If you want to link to products you simply make a number field in the Estimates Data table called "ProductIdMatchField" and relate it to the products table.

It's possible that you need to make a second table occurence of the Products table but that's not a problem. In fact it's better, that way everything remains nice and organized. Just make a second table occurence and call it "ProductsEstimates".
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Merge two starter solutions

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