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KellyLyons's avatar
KellyLyons
Qrew Trainee
2 months ago
Solved

Multiple reference proxy fields help

I have included the link to a related thread for this topic.  I just need additional info/help and have described my issue under the link https://community.quickbase.com/communities/community-home/...
  • DonLarson's avatar
    DonLarson
    2 months ago

    Kelly,

    Lets make sure I understand the business case otherwise the advice is useless at best .

    • You receive a bill from the vendor, which creates an Expense record.
    • The line items on the bill are entered into the Dates of Service table

    Bill #1234 from Vendor ABC

    Line Item 3456: Date  2/26/24   Total   $ 1500.00 

    Line Item 3457: Date  1/23/24   Total   $ 1500.00

    Line Item 3458: Date  1/1/24    Total    $ 2000.00

    Each Line Item has to be Invoiced to only one Client.  In this example all three Line Items might be different customers on different Invoices or might go on the same one but your Clients PDQ and XYZ will NOT both have to pay for 3456? 

    If I have stated this correctly, then the relationships will work.   If I am wrong then you need a more complex architecture.



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    Don Larson
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DonLarson's avatar
DonLarson
Qrew Commander

Kelly,

Line Items in the Dates of Service is a Many to Many on Invoices.  This will let you do that.

Sticking with our example:

Line Item 3456 can be on an unlimited number of Invoices for every Client in the System.  Naturally you will want some sort of rules to prevent a Line Item from this month going on an Invoice from 2023, but you could do that if you wanted to. 

You can build a report in the Invoice Services table that you can embed into the Dates of Service table.  It would show something like this.

3457: Date  1/23/24   Total   $ 1500.00

Client  Invoice Number Invoice Date

IBM       123456              March 15 2024

Oracle    123460             March 16 2024

Google   124751              March 17 2024

Invoices # 123456, 123460 and 124751 might also have dozens of other Line Items on them, but all three have the Line Item 3457.

I assume you are not billing the whole $1500 to each so you will need another field in the Invoiced Services table for their share of the $1500.  If you are billing the whole thing, I want to learn more about your business.  :)



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Don Larson
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KellyLyons1's avatar
KellyLyons1
Qrew Trainee
2 months ago

Don, 

Thanks for your help.   I am going to try and implement this tonight in a copy of the app to be sure it works the way we need it to.  Fingers crossed!!!



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Kelly Lyons
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