Inventory Table to Job Table
I have a relationship between two tables.
The Set Up We Have:
Table 1= Service Calls, these calls will have an End Of Job report that include the following:
What they did on the job for the customer in one field.
What water samples were taken for the customer in a separate field.
What parts were used for the customer on site in a separate field (something they type in manually)
Table 2= Inventory, this inventory is imported from our QuickBooks account and is refreshed multiple times a day.
Problem we're having:
We're currently manually typing in parts we're using for each job - everyone calls parts in our industry something different, which causes issues for our billing department because they often don't know what to bill based on what was typed in by our service technicians.
What We WANT To Do About It:
We currently have a relationship between our two tables, service calls & inventory - we want to be able to have our service technicians type the part they want to input (we've done this) but, we can't add multiple, we cannot use the "multi select text" feature because it then jumbles the order of the parts inputted and we need to be able to put the QTY used next to each line item in order, we can search and select from 8,000 parts we use and the multi select tool only allows for up to 20 choices, sometimes we use upward of 30-50 parts per visit. (We're in the water well industry.)
^Search and select
>Selected.
Now, I was thinking? Well, maybe I can have a report link that adds what you've selected into that field, which it did as shown below:
It now copies what's selected below, but as soon as I change the part chosen, it goes away with it. It won't stay!
Those are the two things I have tried.
I noticed I cannot log edits to any field that is a proxy, formula, etc, I can only do it to normal text values - which would turn me back to our original issue.
Solution we desire:
To be able search and select our parts, no matter how many, allow our service technicians to choose what parts they used for that job, and have it listed as parts used.
Bonus:
Bonus love if you can make all this possible with a spot for QTY used without me having to make A LOT of different fields for QTY Used next to each part used.
Sorry for the novel, thank you!
------------------------------
Newman, Savi
------------------------------
The Set Up We Have:
Table 1= Service Calls, these calls will have an End Of Job report that include the following:
What they did on the job for the customer in one field.
What water samples were taken for the customer in a separate field.
What parts were used for the customer on site in a separate field (something they type in manually)
Table 2= Inventory, this inventory is imported from our QuickBooks account and is refreshed multiple times a day.
Problem we're having:
We're currently manually typing in parts we're using for each job - everyone calls parts in our industry something different, which causes issues for our billing department because they often don't know what to bill based on what was typed in by our service technicians.
What We WANT To Do About It:
We currently have a relationship between our two tables, service calls & inventory - we want to be able to have our service technicians type the part they want to input (we've done this) but, we can't add multiple, we cannot use the "multi select text" feature because it then jumbles the order of the parts inputted and we need to be able to put the QTY used next to each line item in order, we can search and select from 8,000 parts we use and the multi select tool only allows for up to 20 choices, sometimes we use upward of 30-50 parts per visit. (We're in the water well industry.)
^Search and select
>Selected.
Now, I was thinking? Well, maybe I can have a report link that adds what you've selected into that field, which it did as shown below:
It now copies what's selected below, but as soon as I change the part chosen, it goes away with it. It won't stay!
Those are the two things I have tried.
I noticed I cannot log edits to any field that is a proxy, formula, etc, I can only do it to normal text values - which would turn me back to our original issue.
Solution we desire:
To be able search and select our parts, no matter how many, allow our service technicians to choose what parts they used for that job, and have it listed as parts used.
Bonus:
Bonus love if you can make all this possible with a spot for QTY used without me having to make A LOT of different fields for QTY Used next to each part used.
Sorry for the novel, thank you!
------------------------------
Newman, Savi
------------------------------
