WIthout an understanding of the current structure of your database, I can't offer specific examples, only general comments.
1. There are may different ways to do this. I can't tell from the description, what parts of this you can't figure out how to do.
4. Creating a record in the DB would take place before you create a PDF an invoice. It is a PDF of that record that you would email as an attachment to the customer. Here's a link on how to save a PDF using a $Path variable: Found Sets to PDF with unique file names . That $Path variable can be specified as the attachment in the Send Mail step to send out the email.
Thanks for your general comments, here is some general info on the database:
Here are the relationships and tables:
The `Contactopersonen` table is the main table as it contains all the contact data per person. We have three funds, AWF I, AWF II and AWF III, they each have their own table.
The `Documents` table contains documents such as passports and note of participation.
the `Notes` table contains notes for a person, we can create reminders here.
For now Im stuck on step one, how would you approach this?
Please let me know if you need any more info on my database in order to help me out on how to approach this.
Does that mean that you don't know how to "specify the percentage"?
Is this the percentage specified for each fund or a percentage that you specify for each round of investments for a given fund, or ???
Yes that's true Phil. The percentage is specified for each person, each invoice round. Most of the time the percentages will be the same so it would be handy if it could take a default percentage (100%) and you can manually override this.
So it could be for fund one that only one invoice round takes place and everybody has to pay 100% immideately. For fund two three invoices rounds can take place with lets say, 30%, 30% and 40%, there could be two exceptions in this, maybe someone would like the 100% at once and others pay 50%, 50% etc.
I think you get the idea, right?
Thanks for the support!
You can enter a 1 into the data box on the auto-enter field options tab for a given field and each new record will then get a default value of 100% (1).
I haven't had time to look at your file, but you'll need a table where you have one record per client per fund per round and the above field would be a field in that table.
That sounds like a start Phil,
I'll patiently await you looking into it further, please let me know if you need more info!
Please let me know if you have any additional questions. The above post seems to answer your original question but only in general terms. If you need more specifics after taking a swing at it, you'll need to let me know.
I definitely have more specific questions but will come back to those on a later time.
Right now we're quite busy using our DB to process data (-: