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Set Field not working

PostPosted: Wed Feb 28, 2007 3:23 pm
by jim shelton
I am redesigning our FM6 soluton in 8.5. Matters were going well, until.

I have a quote in a table called order. When the quote is accepted it needs to create a Job Ticket. I have the job ticket in a table called Job. Most of the information from Quote needs to migrate to job ticket.

I thought set field would work, but it is not. The script goes to the correct layout and creates a new record. Just none of the set fields work. Is my relationship wrong?



PostPosted: Fri Mar 02, 2007 2:47 pm
by John Sindelar
Any number of things could be going wrong here, but I imagine the problem is that you need to make the relationship between the job and the quote valid before you can start setting info from the quote into the job. One way to do this is to send the Quote ID into the "new job" script as a script parameter. Then set the Job's Quote ID field to Get ( ScriptParameter ). Once the job has a quote ID the relationship between quotes and jobs can be used to pass date between them.

Another technique would be to create your job (and/or your job's line items) by importing records from the quote / quote line items.