1 Reply Latest reply on Jul 7, 2014 10:46 AM by TSGal

    Update Quantity and SubTotals in invoicing

    hbecerra

      Summary

      Update Quantity and SubTotals in invoicing

      Product

      FileMaker Pro

      Version

      13.x

      Operating system version

      MacOS & iOS

      Description of the issue

      I have an invoice solution that use 2 files (1 data + 1 interface)  the fact is that when data & interface are in the same file every time that I change a field in the items portal of the Invoice it refresh perfectly the calculated fields in the invoice file (#_items & subtotal). BUT when the data its in an external FM data source I have to click outside the fields (to force a commit) to see the fields in the Invoice file updated with the correct quantity and subtotal

      Steps to reproduce the problem

      ONE FILE, 3 tables; Invoice, Items, Customers,
      Two calculated fields in INVOICE, items = count(items::ID_invoice) & Subtotal = sum(Items::Partial).
      One layout based on Invoice table with a portal to items -> This Works perfect

      When changing to a separation model (2 files) the same solution does not work

      Expected result

      The fields of the parent table (Invoice) to be uptaded as soon as we fly from one of the Items fields to another (Qty, Price, Discount etc) like in the "ALL IN ONE .fmp12 FILE" situation, like the behavior of your Invoice template.

      Actual result

      None of the fields on the parent table (Invoice) get updated automatically UNLESS you click outside the fields (to commit records)

      Exact text of any error message(s) that appear

      None, it simple does not update nor in MacOS nor in iOS

      Workaround

      Triggers for everyone of the fields in the portal (not no elegant)

        • 1. Re: Update Quantity and SubTotals in invoicing
          TSGal

               hbecerra:

               Thank you for your post.

               I am unable to replicate the issue.  This is what I did:

               1. Using FileMaker Pro 13.0v3, I created three similar tables (Invoice, Items, Customers).  I linked the Invoice and Items tables via an ID field).  In the Invoice layout, I created a portal into Items, and I have the calculation fields Items = Count (Items::ID) and Subtotal = Sum (Items::Extended Price)

               2. I entered a number of records, and the information displays as expected.

               3. I created a new file (separation model), and added the Invoice and Items to the Relationships graph with the same linking of tables.

               4. I created separate layouts for the tables, and made the layouts identical to the original including the portal.

               5. I enter records, and the calculations are updated immediately.  I do not need to commit the record.

               Let me know what I'm doing differently than you so I can try to replicate the issue.

               TSGal
               FileMaker, Inc.