My QB has a table of "Invoices". Each month the users "copy" the invoice for the new month. Most fields stay the same, including a list of children "Lines". When they copy an invoice, the child lines are not also copied. Why is this?
As per many-to-many rules, I created a "hidden" Invoice-to-Line table that is just the "Related Invoice" and "Related Line" (and the fields in the relationship). I guess I need to have QB create new entries in Invoice-to-Line when an Invoice is copied, with all of the Lines connected to the new Invoice.
Is this possible? (An Invoice can have up to 200 Lines, so this is a requirement for the users.) How do I implement this?
Thanks in advance!
Thanks for the quick response!
It looks like it's easy to have 1 (or a handful) or "Master" rows/entities, which are "Templates" for new rows. Based off the link and video you sent, this doesn't quiet meet my needs.
1) "Invoice" is not in my list of possible "Copy Master & Detail Records". My guess is b/c it is dependent on a "Header Invoice".
2) There are going to be thousands of invoices that need to be copied each month. And each invoice has its own set of lines. I cannot create 3k "import lines from xyz invoice". Also, it needs to be dynamic.
A) The users will add new Invoices.
B) Today an Invoice might have 5 Lines, but 6 months from now they might add a new line and so the Invoice will now have 6 or 10 Lines. Thus, each Invoice needs to be able to pass its attached Lines to the new copy.
Does this make sense?
Could you provide a little more detail? I'm not sure what you mean.
I don't see "Wizard" anywhere when I follow the steps: Home -> Settings -> App management. -> Copy master & detail records.
However, when I navigate to that page, and click the drop down "Choose a table", Invoices is not an option, as I said above.
Additionally, as I explained before, I do not see how "Copy master & detail records" creates a dynamic for every Invoice. Based on what Mathew provided above, I do not think this solution will work for my needs.
Thank you. That might all work if I can find Invoices in this list.
It looks like your screen shot is different than mine. How did you navigate to that view? I navigated via: Home -> Settings -> App management. -> Copy master & detail records. Attached is what I see, which is different than what you've attached. Any ideas?
Yes, it has "Invoice #" as a Text. (It has more, but the others are from relationships.)
Hi all - I wanted to update this post now that I've found the problem. (Actually it was a co-worker of mine who figured it out.) My "Invoices" table was not showing up in the list because it had a conditional relationship with Invoice-to-Line. I was attempting to limit the Lines you could connect to an Invoice based on a shared field, and thus created the condition. By removing the condition, Invoices appeared in the CopyMasterDetail and now my "copy invoice" button works great.
Thanks for all your help!