4 Replies Latest reply on Aug 17, 2011 3:59 PM by JamesFinnerty

    Create Invoice in External File from Customer Account

    JamesFinnerty

      Title

      Create Invoice in External File from Customer Account

      Post

      Hi, 

       

      I am attempting to create a script that will open an external file, create a record and then populate a CUSTOMER_ID field with data from a related record. 

       

      So far I have been able to open the file and create the new record, but when it comes to copying the unique customer ID from the record in the orther file, I am getting lost. 

       

      I am using two scripts so far. Here's what they look like:

       

      File #1 (CONTACTS_CALENDAR)

       

      Open File ["INVOICES_PRODUCT_081611"]

      Enter Browse Mode []

      Go to Related Record [From table: "Invoices"; External; Using layout: "WORK ORDERS" (Invoices)]

      Perform Script ["Create New Invoice" from file: "INVOICES_PRODUCT_081611"]

       

      File #2 (INVOICES_PRODUCT_081611)

       

      Go to Layout ["WORK ORDERS" (Invoices)]

      New Record/Request

       

      ***

      Basically, the end result would create an invoice from a customers file and populate the customers information into the invoice automatically. 

       

      Any help with this would be much appreciated.

       

      Cheers,

      James