Filemaker basic tool FM-Easybase

We’re doing an example

1. Initial situation

In a sample project, customer and article data should be recorded and stored in table form.

For this purpose, the two tables are named exactly as such, and only those fields are provided for the data to be stored that you want to work with later.

2. Linked tables

In a further step, the user selects the tables that are related to each other.

Example: For each customer (main table), several contact persons (secondary table) should be managed in a separate table.

To represent this relationship, select the desired secondary table in a column next to the main table (see illustrative example below). The IT-technical processing is then carried out by an automatic program (algorithm) in the background.

3. What can be done with the now stored (master) data?

After customer addresses and article data including prices have been entered, the user wants to be able to sell articles to customers and create an invoice.

For this, the tool is told which tables are involved in a sale, so a booking rule is created. After that, an invoice with selected articles can be created for each customer .

At the end of a certain period of time, the sales figures are then of interest. Up to 5 criteria are available for the selection, up to 5 criteria for the grouping and up to 5 criteria for the summation of transaction records.

4. The individual areas of FM-Easybase

• Definition of the necessary tables and their connection with each other

• Definition of the field names within a table and the selection of the fields that are desired in the processing layouts for processing.

• Definition of the posting template

• Entering and printing invoices

• Definition of desired evaluations with corresponding selection, sorting and summation