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
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
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