Relationship Question - filemaker
This is a discussion on Relationship Question - filemaker ; FM8.5 I have CONTACTS and INVOICES tables in my Database Definition. They are related through a Kp_ContactsID and a Kf_ContactsID. This relationship allows me to create a portal on my Contacts form that shows information from my Invoices. The whole ...
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| I have CONTACTS and INVOICES tables in my Database Definition. They are related through a Kp_ContactsID and a Kf_ContactsID. This relationship allows me to create a portal on my Contacts form that shows information from my Invoices. The whole relationship line is CONTACTS, INVOICES, LINES, PRODUCTS. I created a new table called INVOICES_EURO and a relationship with the CONTACTS table. Currently this relationship allows me to enter billing information (Contact's info) on an Invoice. The INVOICES_EURO relationship is in fact based on a Table Occurance called CONTACTS_EURO, the later being based on the CONTACTS table. I cannot direct a portal to show related records from INVOICES_EURO on my Contact Form View. Any thoughts on why? Thanks Matthew |
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#2
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Buckbuck wrote: > FM8.5 > > I have CONTACTS and INVOICES tables in my Database Definition. They > are related through a Kp_ContactsID and a Kf_ContactsID. This > relationship allows me to create a portal on my Contacts form that > shows information from my Invoices. The whole relationship line is > CONTACTS, INVOICES, LINES, PRODUCTS. > > I created a new table called INVOICES_EURO and a relationship with the > CONTACTS table. Currently this relationship allows me to enter billing > information (Contact's info) on an Invoice. > > The INVOICES_EURO relationship is in fact based on a Table Occurance > called CONTACTS_EURO, the later being based on the CONTACTS table. I > cannot direct a portal to show related records from INVOICES_EURO on > my Contact Form View. > > Any thoughts on why? > > Thanks > Matthew Contact:InvEuro will be CID::CID; is your ID field in InvEuro indexable?. Is it the same format (text or number) on both sides of the rel. A separate InvEuro table does not sound like a good idea design wise. Why not just have one table (invoices), and create a secondary key (DefaultCurrency, Location...), if you need filtered reporting, totals etc. |
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#3
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On Jul 16, 4:28*pm, Chris Brown wrote: > Buckbuck wrote: > > FM8.5 > > > I have CONTACTS and INVOICES tables in my Database Definition. They > > are related through a Kp_ContactsID and a Kf_ContactsID. This > > relationship allows me to create a portal on my Contacts form that > > shows information from my Invoices. The whole relationship line is > > CONTACTS, INVOICES, LINES, PRODUCTS. > > > I created a new table called INVOICES_EURO and a relationship with the > > CONTACTS table. Currently this relationship allows me to enter billing > > information (Contact's info) on an Invoice. > > > The INVOICES_EURO relationship is in fact based on a Table Occurance > > called CONTACTS_EURO, the later being based on the *CONTACTS table. I > > cannot direct a portal to show related records from INVOICES_EURO on > > my Contact Form View. > > > Any thoughts on why? > > > Thanks > > Matthew > > Contact:InvEuro will be CID::CID; is your ID field in InvEuro > indexable?. Is it the same format (text or number) on both sides of the rel. > > A separate InvEuro table does not sound like a good idea design wise. > Why not just have one table (invoices), and create a secondary key > (DefaultCurrency, Location...), if you need filtered reporting, totals etc. I do not understand your suggestion. Can you flesh this out a bit. Thanks |
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Buckbuck wrote: > On Jul 16, 4:28 pm, Chris Brown > wrote: >> Buckbuck wrote: >>> FM8.5 >>> I have CONTACTS and INVOICES tables in my Database Definition. They >>> are related through a Kp_ContactsID and a Kf_ContactsID. This >>> relationship allows me to create a portal on my Contacts form that >>> shows information from my Invoices. The whole relationship line is >>> CONTACTS, INVOICES, LINES, PRODUCTS. >>> I created a new table called INVOICES_EURO and a relationship with the >>> CONTACTS table. Currently this relationship allows me to enter billing >>> information (Contact's info) on an Invoice. >>> The INVOICES_EURO relationship is in fact based on a Table Occurance >>> called CONTACTS_EURO, the later being based on the CONTACTS table. I >>> cannot direct a portal to show related records from INVOICES_EURO on >>> my Contact Form View. >>> Any thoughts on why? >>> Thanks >>> Matthew >> Contact:InvEuro will be CID::CID; is your ID field in InvEuro >> indexable?. Is it the same format (text or number) on both sides of the rel. >> >> A separate InvEuro table does not sound like a good idea design wise. >> Why not just have one table (invoices), and create a secondary key >> (DefaultCurrency, Location...), if you need filtered reporting, totals etc. > > I do not understand your suggestion. Can you flesh this out a bit. > > Thanks I read your original as having 2 separate Invoice TABLES (not table ocurrances): Invoices, and Invoices_EURO: << I created a new table called INVOICES_EURO >> So if you do have a separate Invoices_EURO table, and you want a portal on Contact form layout, to show all invoices from table Invoices_EURO: << I >>> cannot direct a portal to show related records from INVOICES_EURO on >>> my Contact Form View the rel would be ContactID::ContactID; if this is not working then check the right side rel key field definition (ie. ContactID , that it is the same format as the actual Contact table field (e.g. text), and that it can be indexed. If you do have 2 separate Invoice actual tables, This seems unnecessarily redundant/duplicative. Using just one actual data table for all invoices (US, Euro...) perhaps create a key in Contacts table to indicate default currency for the (each) Contact. Then calculations in Invoices table can reference the Contact record to evaluate the Contact Currency, and return the appropriate result. So invoice total (for the purposes of invoice sent to Customer is calculated by something like: Sum(invoiceLineItems) *CurrencyConversion where if your default currency (eg US) CurrencyConversion =1 if Customer = Euro an appropriate conversion factor is applied. |
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