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Create Invoice in External File from Customer Account

Question asked by JamesFinnerty on Aug 17, 2011
Latest reply on Aug 17, 2011 by 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

 

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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

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