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  1. #1
    Forum Member
    Join Date
    Mar 2017
    Posts
    11
    Location
    Verona, Italia
    FileMaker Pro Software
    FileMaker Pro 15 Advanced
    OS
    Windows & Mac
    Skill Level
    Novice
    Last Post
    06-20-2017
    Local Date
    07-21-2017
    Local Time
    12:34 AM
    Last Active
    06-23-2017

    use a portal or not?

    Goodmorning everyone,
    I'm asking for your help, I'm stuck and can not find a solution. I use filemaker pro 15 advanced on mac.
    Premise:
    I have developed a database consisting of two parts:
    registry
    billing
    In Mastery I have the data of clients, agents who follow customers and suppliers with their brand that are handled by agents.
    Each agent may have several suppliers; Each customer has only one agent but may have several brands.
    Each vendor may have several agents distributing its own brand.
    In billing, I need to be able to enter data for seasonal agents' commissions.
    I can search it by agent, by brand or by season.
    The data I will have to include is just the quantity of ordered pieces. The remainder of commission calculations are made automatically.
    I was thinking of creating a portal that would extrapolate the names of my clients based on a search (per agent, vendor, or season). And here I stop.
    Why am I blocking? If I do a search for agent, I can find all the clients of that agent. I did not find the ability to automatically create a record from the portal. That is, once a customer is found and added to the portal, a record is created automatically with the client name, agent name, season (autumn / winter + year or spring / summer + year) and some fields . Example:
    Bubble number;
    ordered quantity;
    Commission agent;
    ....
    If I succeed in developing this part I think I can continue. But then I have another problem; If it is the first time the search is made I create the record but whether it is the second or the third time (why maybe there are some additions to do)? I would not duplicate the records and no longer have the correct data.
    I ask some of you a cue to be able to unlock this situation.
    If you have any other questions ask as well
    thank you

  2. #2
    FileMaker Mentor
    Join Date
    Aug 2015
    Posts
    94
    Location
    Broomall, PA USA
    FileMaker Pro Software
    FM 16 Advanced
    OS
    Windows
    Skill Level
    Intermediate
    Last Post
    07-07-2017
    Local Date
    07-20-2017
    Local Time
    06:34 PM
    Last Active
    07-15-2017
    I think you may need the following tables:
    Customers
    Agents
    Vendors
    Suppliers
    Products (Brands)
    Invoices (Billing)
    Line Items (Join table)
    I don't know what registry means in this scenario and also what is a client? Are clients agents?
    This would be more of a normalized type structure.
    With the proper relationships you can have portals on these tables that would show the information you are seeking.
    This makes reporting much easier.

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