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Creating a credit note

Question asked by willrollo on Mar 14, 2012
Latest reply on Mar 15, 2012 by willrollo


Creating a credit note


I have a few table all linked up and working.


Cutomers----Invoice details------Line items---products.


Quotes----Orders----Invoices (each related to the Primary Key from the invoices table)


I have created a "credit table' that i have related to the Invoice table's Foreign Key field. 

On the create credit script, the user is taken to a layout, very similar to the invoice layout, and can tick various lines from the portal to LINES so that a credit can be raised. 

However, I have only got as far as creating a new credit - but with the name and address fields (which i want to look up from the Invoice table) and also the LINES portal is empty. I dont want the original invoice to be affected which is whyi amusing look ups but they arent really autofilling evenwhen I put the set field script in the new credit script. I think it may have something to do with the realtionships etc etc.. ANy help or suggestion son how this can be done or if there is a standard format for this would be great..

Thank you