Forum Discussion
ReneeHansen
5 years agoQrew Member
Hi!
Yes, in my mind it seems like it should be something we could do :)
Ok, let me explain a little further:
I have a units table that shows all of the information for that unit, and each unit has a well or many wells. Each well has net royalty interest (NRI) that we get paid on.
So we have units, wells, and calculations for the NRI (calc sheet).
The relationship for the calc sheet is Leases & Units + Calc Sheet which is a join table for the leases and units.
Accounting needs to verify the NRI before assuming it's correct. So my idea is:
To have a button that says "request nri verification" that opens up that units calc sheet in a special/unique form:
So then, we can approve/not approve for accounting.
additionally, on this form shown above - I'd like approve button, not approve button, and the reasons and/or notes.
Then a button to email it to accounting and then they can print the hard copy for their records.
So it's a multi-step issue - and I feel like the first part is just getting a button created that will open this form that shows the calc sheet for the related unit.
does that explain it better?
Thank you!!!
Renee
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Renee Hansen
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ReneeHansen
5 years agoQrew Member
*also if there is a better way to do this, I'm open to suggestions.
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Renee Hansen
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Renee Hansen
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