Forum Discussion
AndrewRyder
6 years agoQrew Cadet
Mark,
Thanks for the response. I'm not sure if that would apply to my case. I'll include screenshots of where I am and am trying to do.
Here is a line item
Many line items belong to one assembly. Assembly is a boiler plate for similar products we make that contain estimates based on a previous system and work to make a product. An example would be a wood picture frame, but for each client, they're different sizes. Under the costs, I'm grabbing the hours from the table-to-table relationship to the assembly. Those figures are per unit, and my example has 10.
So, my intent is to have on each line item, a calculation based off the hourly rates table:
(I was experimenting with making the line items to hourly rates here to see if it'd work with a lookup, but doesn't)
For each assembly/line item, certain departments might not be involved, so I leave these blank. I wanted to have the line item display the total calculations to formulate a cost to make a product by department:
QUANTITY * CNC TIME (PER UNIT) = Cost to CNC
QUANTITY * FAB TIME (PER UNIT) = Cost to Fab
etc.
We break these out by department so they can be tracked against for time reporting within each department.
So, I could then add all costs from each department up. And, yes, the snapshot option will come in handy since we're doing estimates at the time based on that hourly rate, but those will be increasing and I wanted that to be an option for the folks in sales to modify.
Is that possible or easy? Worst case, I can just use a formula in the line item field
Thanks
Thanks for the response. I'm not sure if that would apply to my case. I'll include screenshots of where I am and am trying to do.
Here is a line item
Many line items belong to one assembly. Assembly is a boiler plate for similar products we make that contain estimates based on a previous system and work to make a product. An example would be a wood picture frame, but for each client, they're different sizes. Under the costs, I'm grabbing the hours from the table-to-table relationship to the assembly. Those figures are per unit, and my example has 10.
So, my intent is to have on each line item, a calculation based off the hourly rates table:
(I was experimenting with making the line items to hourly rates here to see if it'd work with a lookup, but doesn't)
For each assembly/line item, certain departments might not be involved, so I leave these blank. I wanted to have the line item display the total calculations to formulate a cost to make a product by department:
QUANTITY * CNC TIME (PER UNIT) = Cost to CNC
QUANTITY * FAB TIME (PER UNIT) = Cost to Fab
etc.
We break these out by department so they can be tracked against for time reporting within each department.
So, I could then add all costs from each department up. And, yes, the snapshot option will come in handy since we're doing estimates at the time based on that hourly rate, but those will be increasing and I wanted that to be an option for the folks in sales to modify.
Is that possible or easy? Worst case, I can just use a formula in the line item field
Thanks