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 c...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendYou "Inventory" file seems actually be a list of unique Items that you sell.
The setup should be like this.
Service Call < Service Call Items > Inventory Item Masters
What that means is one service call has many service call items and also that one Inventory Item Master is used on many service call items.
Once you have that set up there you will put the Report link field on the Service Call form of all the items which were used. Create a field there for the quantity.
Once you have that structure in place you will likely find that the speed of entry is too slow for your liking because you're saying you could have 30 or 40 line items on a service order. I can help you with a quick select method to allows a user to very quickly select items off the master item list and then having select the items you would go back to the service call record in grid edit mode and update the quantities. For that quick select method we would have to work together off-line but it would only take about an hour of consulting time to set up.
------------------------------
Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------
The setup should be like this.
Service Call < Service Call Items > Inventory Item Masters
What that means is one service call has many service call items and also that one Inventory Item Master is used on many service call items.
Once you have that set up there you will put the Report link field on the Service Call form of all the items which were used. Create a field there for the quantity.
Once you have that structure in place you will likely find that the speed of entry is too slow for your liking because you're saying you could have 30 or 40 line items on a service order. I can help you with a quick select method to allows a user to very quickly select items off the master item list and then having select the items you would go back to the service call record in grid edit mode and update the quantities. For that quick select method we would have to work together off-line but it would only take about an hour of consulting time to set up.
------------------------------
Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------
Yes, I would appreciate a quick select method - I do not want to take more time than we have to to get this done.
I would love to do a screen share together or something to get this set up and I can learn what you're doing as well.
------------------------------
Newman, Savi
------------------------------
I would love to do a screen share together or something to get this set up and I can learn what you're doing as well.
------------------------------
Newman, Savi
------------------------------