What do you need to put into that credit menu? Might you be able to use a layout that refers to your current invoices table but which is customized for a credit memo--which is then treated as just another type of invoice?
But, if I refer to the Invoice table, then every new record would create a new invoice number, right? Or, if it's just referring to the table, a new record that is created in this Credit Memo table would not have to do that? It could have its own field with a new set of ID numbers?
To answer the question as to what I need this Credit Memo to do, I just need to create another type of invoice like you say, but the total will always be a negative number.
And does your invoice use a line items portal to list specific items being returned? I'm guessing that this is the case.
And yes, each credit memo would also have a new, unique invoice number. But as I said, this approach would treat invoices as a special kind of invoice, so that is what should happen. And you can use a self join relationship to link such a credit invoice back to the original sales invoice and this relationship can be used to automatically assist in listing the items to be returned.
I played around with self-joining tonight -- very cool -- opens a world of options. Problem is, the client wants to credit items that run across multiple invoices, and really doesn't care about cross-referencing orders...
thank you for the help!
Which doesn't mean that you can't still create a record in the invoices table for recording items returned. The self join to link back to the orginating invoice or invoices just seemed like a very good idea for many businesses.