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  1. #1
    Gold Member extreme's Avatar
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    Relationship Headache

    Would like some help please

    I'm making a database I have Tables called Customers, Estimates and Invoices

    My customers and Estimates are working fine but I can't figure out my Invoices what I'm trying to do is when I create a Estimate for my customer I have a pop up menu which it tells me the Estimate is pending.

    If I win the project I then go to the pop up menu and change it to Accepted which all works fine.

    Its the Invoicing part I'm having trouble with what I want is when the project is completed is to go back into the Estimate and then send it to Invoices so I can then View the Invoice and print it but I can't figure out how to join the relaship to the Invoices table.

    Thank You
    Warning: This is an Old Thread
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  2. #2
    Senior Moderator - FMT Preferred Developer Consultant - West Coast USA - Global Techphan's Avatar
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    Re: Relationship Headache

    You don't need a relationship. Use a script to copy each of the fields from the Estimate into variables, go to the Invoice table, create a new record, and populate all of the fields with the data in the variables.

    For complicated estimates this might mean copying dozens of fields (or more!) into variables and then back again to the estimate.

  3. #3
    Gold Member extreme's Avatar
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    Re: Relationship Headache

    Thanks Techphan

    I have done that everything transfer across apart from the portal details it only puts across the first line of the portals.
    can you please suggest how I can solve this

    I have attached the script image the red squares are the parts which is in the portals.

    Thanks again
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  4. #4
    Senior Moderator - FMT Preferred Developer Consultant - West Coast USA - Global Techphan's Avatar
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    Re: Relationship Headache

    Regarding the photo on the RIGHT side ---> Are you in a portal and click a button in the portal record? And are you mixing Customer and Estimate fields in the portal?

    I would guess that the problem is in the photo on the right. If you can please upload your database so we can have a look.

  5. #5
    Gold Member extreme's Avatar
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    Re: Relationship Headache

    Hi Techphan

    No I'm not in the portal there is a button to send estimates to invoices

    here is my db you can see what I mean sorry bit of a mess but learning every day.

    The forum wouldn't let me upload to here so here is the link to download it FILE hope this is ok.

    Thank you for the time

  6. #6
    Senior Moderator - FMT Preferred Developer Consultant - West Coast USA - Global Techphan's Avatar
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    Re: Relationship Headache

    I downloaded file and FileMaker thought it was a data file and converted the file. much like opening an Excel file with FM.

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