1 Reply Latest reply on Mar 29, 2017 6:09 AM by Johan Hedman

    Creating a Statement. Which tables and wich relationships?


      Hi Guys,


      I am looking to be able to make a Statement Layout that has it's own information.(Number, Company, Date, Logo)

      But that would be used to list certain chosen Invoices and the Total Amount.

      So I have my Customer Table, my Statement Table and my Invoice Table.

      But I would like to have your opinion on how you would connect everything Relationship wise.


      Ideally I would like to be able to create Invoices thru this Statement.


      Do you have any idea how I would start this ?

      Do you think the best is to create a portal row of Invoices in the Statement record?

      And ten have the total of the rows calculated somehow?

      I am sorry I am new to this.