Transfert estimate record to invoice

i'm looking after exactly the same thing

birger gave me a first answer yesterday but it is not exactly what i asked

here is the code he gave me to setup a button :

let myA := this;
let myB := (create TableB);
myB.(Text := myA.Text)

it copies a field of table A (text) to the same field in a new record of table B

table A would be estimates for me
table B would be invoices for me

BUT

i was asking how to copy the sub table (estimates items) of table A to the same (invoices items) of table B

i'm not sure it's the same process ? a sub table is different than a field i guess ?

i'm waiting for a new answer from birger

by the way, what would you do with the estimate ? would you erase it after transfer to invoice ?

i'm also waiting for a solution to send the pdf of the invoice with macos mail

i know how to create the pdf attachment to the record but i don't know how to tranfer it to mail ?

if i understood well, a solution is being in development right now and should be updated soon…

i guess we're all waiting !!

i hope the demo template (invoices) will be updated with all this : estimates / invoices / sending estimates and invoices with a simple button to the customer…

I post the same question a few days back and I had an answer from 'support'.

But I never manage to make it work. 

Let's unite our forces :-)

Here is the post

https://ninoxdb.de/en/forum/technical-help-5ab8fe445fe2b42b7dd39ee7/convert-so-to-invoice-5b5703ab0eb4ca611f2e2440

Nick

thanks nick

i think i get the idea but it is not obvious because the answer is a bit telegraphic

i think the answer would be clearer if the variables would be more explicite

in fact it would be quite nice if a pro user would take time to give us a demo template

i think it would help plenty of us…

+1000

i don't think you can with the forum tool

but you can send it to me, my mail is shown up

thanks

The link is wrong (has a space character) -http:// veloroule.ch/Loop test.ninox-

Download the file from here 

http://veloroule.ch/Loop test.ninox

Nick

thanks nick i missed it

thanks nick i missed it

looking at your code (veloroute), i'm too new to ninox to find the problem but i did find one thing (i think ?) : in the first line of the button, there shoud be ":=" and not only "="

also, i think…

let ilt := (create 'Invoices items');
ilt.(Invoices := c.ID)

just creates one empty item line, then you might have to set all the details you want (define the columns you want to take from the estimates item lines to the invoices item lines) ?

the thing i don't understand is why there is only one empty line ?

the loop isn't working ? in your case, i≠1 but i=3 in your demo estimate

i'm not pro enough with ninox… i'm still just "guessing" plenty of things… for example the "create" function or the "for in select" one… but, hey, one day i'll make it !!

i wish the pros could answer faster to all of our questions since the manual of ninox = this forum… !!

i noticed something else

you have customers, estimates and invoices but where is products ???

maybe that loop would work better with a product table ?

Here is the correct code:

–––
"Define estimate ID in variable";
let myId := Id;
"Get customer name";
let cli := Customers;
"Create new invoice";
let c := (create Invoices);
"Give link to customer in the new invoice";
c.(Customer := cli);
"Select estimate items correspond to the good estimate";
for i in select 'Estimate items' where Estimates.Id = myId do
"Create invoice items";
let ilt := (create 'Invoices items');
"Give the ID of the new invoice to invoice items";
ilt.(Invoices := c.Id);
"*Try to* Get ref field item in estimate";
let item := i.Products;
"*Try to* Give ref field item in new invoice";
ilt.(Products := item);
"get whe quantity";
let myQ := i.Qte;
ilt.(Qte := myQ)
end
–––

Birger

Finally works!!!!

Thank you Birger and, of course, Thierry...

Nick

thanks birger, we're gonna dive into our solutions !!!

nice idea to update the invoice demo template, with, if possible, an item table and the possibility to send by email to the customer the estimate or the invoice (with the hit of a button…) ?

lol, am i asking too too much… ??? that new demo template would answer to 75% of the needs…