This is what I have:
Customers - Jobs - Job Invoices Line Item(Invid) - Payments(invid) - Payment Splits(invid)
Shouldn't that rather be:
Customers --< Jobs --< Payment Splits >-- Payments >-- Customers ?
(ignoring LineItems as not being pertinent to that topic)
Thank you, I tried that relationship but it didn't work.
Why wouldn't I want to look into the line items file where all the invoices reside vs the Jobs file which doesn't
contain the invoice details?
the line items file where all the invoices reside vs the Jobs file which doesn't
contain the invoice details?
Because you said you want to split payments between several invoices, not between individual parts of an invoice; that means that you would regard the invoice as a whole.
If you want to treat that differently, you could use
Customers --< Jobs --< Job Invoices Line Item >-- Payment Splits >-- Payments
which means that every line item is balanced by one split payment. If you want to be able to balance a line item by multiple split payments (possibly from several different payments), you need another table between the line items and the splits.
Most solutions have a Jobs table, an Invoices table, then an Invoices Line Items table for the detail
If your Invoices all have just one item, then one Invoice table would suffice
Perhaps that's what you've done
> Why wouldn't I want to look into the line items file where all the invoices reside vs the Jobs file which doesn't contain the invoice details?
If I enter the payment from an invoice, I make the relationship to the splits, but allow creation of related records and this make the "payments" record, too. I have various ways to get to the payments or splits, it all depends on what is easier for you. No additional joins just the creation of related.
Create a pop-up to enter a payment then assign the splits
or enter a split to an invoice, which also creates the "payment".
Yes, you have to enter the full amount on payments. Yes, you have to enter the amount of the split per invoice.
I guess the "splits" IS the "join file" between payments and invoices. But I have the relationships just as you do. The invoice ID goes into the splits, not the payments.
I don't have the relationship to the "line items", but to the invoice so I don't know if that's your disconnect.
Invoices -< splits (allow creation) >- payments (allow creation)
payment_splits.jpg 51.9 K
Beverly, thanks so much for your easy explanation.
I'm almost there!
I want to track the amount that is being applied until they equal the check/payment amount so a dialog can
be displayed like 'You haven't applied the whole payment' or 'Payment has been applied' and so forth.
How do you track the amount applied?
I've set a variable $ckamt, and then I setup a global balance where I add the total part payment variable $partpayt for each invoice until
it reaches the check amt.
Set variable $ckamt/ckamt
Set Variable- $partpayt_total
Set field: gbalance + $partpay_total
Show custom dialog "Hurrah"
Does this seem a bit clumsy?
Thanks so much!
Base it on Sum(splits) = amtDue? That's what I do.
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