Method Community

I am trying to create a grid that has the Item, Quantity, and Rate fields from the InvoiceLine table. The 4th field that I need to include in this grid is the RefNumber from the Invoice table. I have already created my grid based off of the InvoiceLine table that has the first 3 fields (this grid is detached because I am creating it on a screen linked to the Invoice table), but I am having trouble pulling the RefNumber from the Invoice table.

Basically, if I have an invoice that is RefNumber 12345, I want to view the line detail (item, quantity and rate) for that invoice. So, if there were 5 items on invoice 12345, the RefNumber of 12345 would be listed 5 times next to each line item.

Thanks,

Birch

Hi Birch,

This is pretty simple to accomplish.  You'll need to add RefNumber as a new field to your InvoiceLine table.  This new field will be a linked field that is linked via the Invoice table RecordID.

Hope this helps. 

Hi Mark -

Thanks for the response. I created the new linked field and the Invoice RecordID now displays next to each line item, but I am having trouble creating another column in my grid that displays the RefNumber from the Invoice Table. For example, the Invoice RecordID 22674 is unique to Invoice RefNumber I029354, but I cannot get I029354 to display in my grid next to the appropriate line items. How would I make this happen now that my grid is linked to the Invoice table via RecordID?

Thanks for your help!

Birch

Hi Birch,

You should be able to choose the RefNumber as a linked field. Are you not able to? After you add the RefNumber you should be able to add it as a column to your grid.

-Michael

Michael -

That worked perfectly, thanks for your help!

-Birch