Copy records video: https://599cd.com/blog/display-article.asp?ID=2120

Copy records with related child records: https://599cd.com/blog/display-article.asp?ID=1521

Hi Guys,
I got the copy order function to work from Developer 24 but I'm bound and determined to figure out a way to implement templates with a combo box selector the way Richard did in Fitness 60 and 61./ I'm using a slightly modified version of the Invoicing System. I can get the Order Details to save to a template table but when I load them back the OrderID goes back to whatever order ID I saved the record from. I am probably making this harder than it needs to be but I want to learn how to do it. right. Any help is appreciated.

Don't save the OrderID with your template. When you paste the template to a new order, the OrderID will automatically be created with the new order.

It appears when I try to do that that the order gets saved as order ID 0 in the table so itnever shows up. Like I mentioned, I'm using a slightly modified version of the order entry system that Richard teaches how to make in the tech help videos. What I want to do is create templates that can be loaded into the order details section of the form after a customer has been chosen. I have the functionality of simply copying the order from another customer to a new record and then just changing the customer name to the new one. Doing that works, but I really would like to do it with a combo box to select the template etc. I just want to learn how to do this because I feel the additional knowledge would be useful for me down the road. I know I'm missing something probably very easy but I don't know what it is.

Since you have an open order with a customer chosen, you should have an OrderID. Set the OrderID to the order ID on the open form.

Joe Hi Joe , Thanks for the help I've gotten the save Template function to work with a combo box selector but every time I load the template it assigns the new order ID to 0 even though there is already an ID assigned on the form.  

Here is my Load VBA ... what am I doing wrong? How can I get the proper OrderID to get pulled from the form and still use the template data ?

' Load Template data

Dim rsIn As Recordset, rsOut As Recordset, db As Database, NewID As Long
Set db = CurrentDb
Set rsIn = db.OpenRecordset("SELECT * FROM OrderDetailTemplateT " & _
    "WHERE OrderDetailTemplateNameID=" & OrderTemplateCombo)
Set rsOut = db.OpenRecordset("OrderDetailT")
While Not rsIn.EOF
    rsOut.AddNew
    rsOut!ProductID = rsIn!ProductID
    rsOut!ProductName = rsIn!ProductName
    rsOut!Quantity = rsIn!Quantity
    rsOut!UnitPrice = rsIn!UnitPrice
    rsOut!Notes = rsIn!Notes
    rsOut.Update
    rsIn.MoveNext
    Wend
    rsIn.Close
    Set rsIn = Nothing
    
    Set db = Nothing
    
    Me.Requery
    
End Sub

If I could add a screenshot I would

Thanks for your time,
Brad

Msgbox the orderID after "Set rsOut = db.OpenRecordset("OrderDetailT")" and see if your code can read it at that point. (MsgBox "OrderID is " & Forms!FormName!OrderID). If it shows 0 here, try the same msgbox after rsOut.Update.

Hi Joe,
Thanks for the help, I added the message box as you recommended and after seeing the results I tried adding rsOut!OrderID = Forms!OrderF!OrderID after rsOut.AddNew. That works bit after it loads the it clears the filter and puts me on the first order for that customer instead of the one I just created. How can I get it to either stay on or go back to the record I just made? I swear I'm seeing a light at the end of the tunnel.... I'm just hoping it's not a train.

I sincerely thank you all for your insight as I'm still learning this and someday hope to return the favor to other users.

Brad

Bradley Maybe you can change Me.Requery to Me.Recordset.Requery. If that does not solve your problem, try these videos or any video he has on bookmarks of the recordset. You set the rs bookmark and then open the form and set Me.Bookmark = rs.Bookmark.

Requery and stay on the correct record: https://599cd.com/blog/display-article.asp?ID=2645

RecordsetClone video: https://599cd.com/blog/display-article.asp?ID=3688

AddNew record extended cut: https://599cd.com/blog/display-article.asp?ID=3677

The Me.Recordset.Requery worked perfectly. I almost feel like it is a EUREKA moment. Thanks again for the help.

Bradley it was my pleasure. It always feels good to help. I have been in your shoes where I know I can get it to work, but I am missing something simple. Congratulations and making it work!