Forum Discussion
QuickBaseCoachD
8 years agoQrew Captain
If you contact me via my contact info in my website, I will take 15 minutes to sort you out at no cost.
You will need these 3 tables in total if you choose to combine your Materials and Process Master tables into one table. If it was me, that is how I would do it.
1. Estimates (this will hold a each separate job you are estimating). It is a Parent Record to Estimate Lines.
2. Materials & Processes (this is a master list of each unique material and their std Costs. This same table can also hold the costs for the processes. There would be a field here for the Type of Cost "Materials" or "Process". It is a Parent record to Estimate Lines.
3. Estimate Line Items. These are the line items on the estimate and it is a child of both the Estimate and the Materials & Processes Master costs table.
Here are the Relationships. There are only two relationships required.
One Estimate has many Estimate Lines.
One Materials & Processes Master has Many Estimate Lines.
There will be summary fields on the Estimate to sum up the total cost of the Estimate Lines for "Materials". The Materials totals summary field will have a filter
where Type = Material.
and another summary field to total up the total cost of the Process costs.
The Process costs summary field will have a filter
where Type = Process Cost.
I suggest that you start fresh and have just three tables and just two relationships. Or else get rid of everything that does not match this setup.
You will need these 3 tables in total if you choose to combine your Materials and Process Master tables into one table. If it was me, that is how I would do it.
1. Estimates (this will hold a each separate job you are estimating). It is a Parent Record to Estimate Lines.
2. Materials & Processes (this is a master list of each unique material and their std Costs. This same table can also hold the costs for the processes. There would be a field here for the Type of Cost "Materials" or "Process". It is a Parent record to Estimate Lines.
3. Estimate Line Items. These are the line items on the estimate and it is a child of both the Estimate and the Materials & Processes Master costs table.
Here are the Relationships. There are only two relationships required.
One Estimate has many Estimate Lines.
One Materials & Processes Master has Many Estimate Lines.
There will be summary fields on the Estimate to sum up the total cost of the Estimate Lines for "Materials". The Materials totals summary field will have a filter
where Type = Material.
and another summary field to total up the total cost of the Process costs.
The Process costs summary field will have a filter
where Type = Process Cost.
I suggest that you start fresh and have just three tables and just two relationships. Or else get rid of everything that does not match this setup.