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How to update field value that's in a different table?

  • May 30, 2022
  • 0 replies
  • 67 views

I have 2 tables (Invoice and Payments table) which has a one-to-many relationship. 
The Invoice table has an Invoice Amount field, and the Payments table has an Amount Paid field. Basically, I want the Amount Paid to be deducted from the Invoice Amount automatically once the Payment record is added.

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Best answer by MarkShnierYou

No Problem.
On the relationship create a summary field which is Total Amount Paid.
Now the Invoice has the Invoice Amount and the total Paid.  Create a new field called balance owing which is a formula field and do the subtraction there by formula.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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This topic has been closed for replies.

MarkShnierYou
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No Problem.
On the relationship create a summary field which is Total Amount Paid.
Now the Invoice has the Invoice Amount and the total Paid.  Create a new field called balance owing which is a formula field and do the subtraction there by formula.

------------------------------
Mark Shnier (YQC)
mark.shnier@gmail.com
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