Forum Discussion

TonyGonzalez's avatar
TonyGonzalez
Qrew Trainee
2 years ago

App design help - Contract to Purchase Orders to Invoices

I don't need a full accounting app, but I have a need to keep tabs on my contracts.  Here is the way it works for us, need some help with the design of the app. We issue a contract for a certain do...
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
2 years ago

IF you have a relationships, then go to that relationship and on the left side it will let you make a summary field.

It looks like you relationship is this

Contracts < POs < Invoices.

In Quickbase shorthand that means

One Contract has many POs.  One PO has many Invoices.

So make a summary field on the Relationship between POs and Invoices to get the Total Invoice value up to POs. 

Then make a summary field on the relationship between Contracts and POs to get the total of the Total Invoice value up to Contracts. 



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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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TonyGonzalez's avatar
TonyGonzalez
Qrew Trainee
2 years ago

OK then. Looks like summary field is the new term of the day for me. I will look it up. Thanks, Mark. 



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Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
IT Director City of New Braunfels
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