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Re: Copy data from table through a relationship - set field

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On Mon, 23 Jan 2012 22:54:50 -0800 (PST), Buckbuck wrote:
>   Prelim
>  As many know, in a business one has Quotes and Orders. Quotes might
>  become Orders but not necessarily. Quotes have many of the same data
>  fields as Orders, however, creating Quotes on the Orders Table is
>  problematic. Depending how much quoting you do you might find your
>  Order database over populated by quotes, dead or otherwise. When you
>  use an auto-entered serial or numbering system then you end up with
>  many redundant Order/Quote numbers.
> 
>  Consequently I am trying to configure my database such that I can
>  move
>  Quote data from a Quote Table to an Order Table at that point when a
>  Quote becomes an Order.

I'd keep both together, just separated by a checkbox whether it's a
quote or an order.

Thus all you have to do is to duplicate a record and make it an order by
changing the checkbox.

>  My thought, through a button on Quote Form, is:
> 
>  Open New Window
>  Create New Record: ORDER, layout Order Form
>  Set Field - target (ORDERS field name), calc (QUOTE field name).
>  ... and Set Field for all the field data to transfer.
> 
>  It does not work.
>  I am not sure whether the New Record is referencing the current QUOTE
>  record.

Obviously it doesn't. You do have a relation from the quote id to the
order id? Then copy the quote id to the order id first.

Then you may walk through your fields and do a set field (from quote-id
field).

- Martin

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Thread

Copy data from table through a relationship - set field Buckbuck <buck.matthew74@yahoo.com> - 2012-01-23 22:54 -0800
  Re: Copy data from table through a relationship - set field Martin Τrautmann <t-usenet@gmx.net> - 2012-01-24 08:17 +0000
    Re: Copy data from table through a relationship - set field Buckbuck <buck.matthew74@yahoo.com> - 2012-01-24 07:10 -0800
      Re: Copy data from table through a relationship - set field Martin Τrautmann <t-usenet@gmx.net> - 2012-01-24 15:28 +0000
        Re: Copy data from table through a relationship - set field Buckbuck <buck.matthew74@yahoo.com> - 2012-01-25 14:23 -0800
          Re: Copy data from table through a relationship - set field Martin Τrautmann <t-usenet@gmx.net> - 2012-01-25 22:26 +0000
            Re: Copy data from table through a relationship - set field Buckbuck <buck.matthew74@yahoo.com> - 2012-01-25 14:50 -0800
              Re: Copy data from table through a relationship - set field Martin Τrautmann <t-usenet@gmx.net> - 2012-01-25 23:05 +0000
                Re: Copy data from table through a relationship - set field Buckbuck <buck.matthew74@yahoo.com> - 2012-01-25 15:24 -0800

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