4 Replies Latest reply on Nov 5, 2014 3:37 PM by philmodjunk

    Beginner question about portal

    ThomasVanQuaelle

      Title

      Beginner question about portal

      Post

      Hi all,

       

      Been trying Filemaker for a week now with a lot of ups and downs :) (but liking it so far)

      I've been trying to use FM to create something that incorporates my company's estimates and invoices.

      To to this I started with the Estimates starter solution ( I believed this to be a good start to understand the basic FM principles )

      The big issue I had was to go from estimate to new invoice and copy all of the item names, unit prices and quantitites. I've gotten to the point where this works but if I enter multiple items in the portal, they don't copy to the invoice. :s

       

      Included you will find some pictures to illustrate.

      Please could somebody help me? I've had countless sleepless nights trying to figure out this wonderful software and I would love it if my first little project could work...

       

      Thanks in advance!

      relations.JPG

        • 1. Re: Beginner question about portal
          ThomasVanQuaelle
          /files/6aaa327f5a/Script_to_invoice.JPG 416x253
          • 2. Re: Beginner question about portal
            philmodjunk

            Without a translation, I can't read the text in your screen shots and thus cannot identify what each item represents.

            The script looks like a very common method for taking data in one table and using it to make a new record in another table. Normally, a estimate has a set of related line items and I do not see any scripting that would copy over the line items data--that would normally require using a loop to loop through a set of records.

            But why copy estimates to another table to make them into invoices? Why not take the estimate record and relabel it as an invoice?

            This doesn't fit the needs of every business, but if it works for you, it's far simpler to change the value of a single text field from "estimate" to "invoice" than it is to copy all of this data to another table.

            • 3. Re: Beginner question about portal
              ThomasVanQuaelle

              Hi PhilModJunk!

               

              thank you very for the replyYour relabeling solution looks indeed way more simple, but in this scenario, would iT be possible to keep the original estimate? Because I would really like to keep these on file.

               

              • 4. Re: Beginner question about portal
                philmodjunk

                Your original estimate would also be your invoice. If you data does not change when it becomes the invoice, you would still have this data. If invoices may be modified to be different from the originating estimate, you'll need to preserve a copy of this data, but you still would not need to move the data into a different table. You could duplicate your original estimate and set of line items in the same table(s) and not have to export the data to a different table like you have attempted to do.

                See this thread for a sample script: Duplicating Bill Of Materials (duplicating portal line items)