Forum Discussion
MarkShnier__You
Qrew Legend
5 years agoIt sounds like you have a admin tape record where there is only one record that gives the current rates.
That record will be record ID number one.
I suggest that you build a relationship from this admin record which has the current rates down to your detail records Using a reference field which is a formula numeric field with a formula of one.
I suggest that you then look up those overhead rates down to the details table and suffix them with the word (look up) in their name.
Then I suggest that you use three new fields of the same numeric tape as the look up fields and set the field property for those fields to be Snapshot fields. https://help.quickbase.com/user-assistance/setting_up_snapshot_fields.html
That way the look up values will be frozen at the time the detailed record is created but from time to time the master table of the overhead rates can be changed.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
That record will be record ID number one.
I suggest that you build a relationship from this admin record which has the current rates down to your detail records Using a reference field which is a formula numeric field with a formula of one.
I suggest that you then look up those overhead rates down to the details table and suffix them with the word (look up) in their name.
Then I suggest that you use three new fields of the same numeric tape as the look up fields and set the field property for those fields to be Snapshot fields. https://help.quickbase.com/user-assistance/setting_up_snapshot_fields.html
That way the look up values will be frozen at the time the detailed record is created but from time to time the master table of the overhead rates can be changed.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
- KyleMcAfee5 years agoQrew TraineeThanks Mark. I will try it.
Best regards,Kyle McAfeeOperations Manager
Mobile 973-229-9099
Supor Heavy Haul, LLC12600 Deerfield ParkwayAlpharetta, GA 30009