Updating 2 related tables from 2 different related tables ie Work orders to invoices

jhalstead

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Here is the scenario:

Service Order Header and Service Order Detail tables linked with a One to Many relationship and referential integrity and cascading rules enabled. Once the Service Orders are completed I'd like to Copy them (some values) to the Invoices Header and Invoices Detail tables to be used for generating Invoices. Invoices header and Invoices Detail are also linked with one-to-many and referential integrity and cascading rules enabled.

I know this must be a common scenario but I can't easily find the solution. Rather than beating my head against it only to devise an improper solution I'm asking this forum for assistance.

Thank you in advance for your assistance.

Regards,
Jason
 
There are a few ways to do this task.

When a Service Order is Completed and you wish to create an Invoice you would Select by SQL/Query the required data that matches the record opened on your current Service Form and append same to the Invoice table.

This process can be automated to verying degrees but essentially one Primary Key on your current Service Record should be enough to find any additional data required.
 

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