Okay, my friend, now my head hurts! lol I've tried using report links to walk up the relationship ladder but to no avail.
Overall in this application, we are keeping track and documenting many projects each year (15 to 20). Each project may have multiple Work Orders (some with 5 to 10). Each Work Order may involve a number of assets that are being worked at one time (we are maintaining 16 parking garages and 189 parking lots) (i.e. we may have a resurfacing project for 3 parking lots going into on Work Order. And each Work Order will have multiple documents like contracts, invoices, inspections and even construction plans. Almost 100% of these documents have an attachment (usually signed scanned PDFs)
The ultimate goal is to look at each Project, Asset (garage or surface lot) and Vendor and see a complete history and data as well as status of each.
Projects need to show Work Orders, Assets and Related Documents
Assets need to show Projects, Work Orders and Related Documents
Vendors need to show Projects, Work Orders and Related Documents
If I have Work Order ID#1 with work being done in Garage Able ID#101 and Garage Baker ID#102. The Work Order itself is a large record with all kinds of fields documenting the Related Vendor, details of work to be done and the $ amounts to be spent, and the Related Project. Then we create various documents from the Work Order such as Work Contract Doc ID#300, Invoice Doc ID#301 and Work Completion inspection Doc ID#302.
It would be great to pull up Garage Able and see the history of Projects with related work orders that had Able as one of the assets in that work order as well as all the documents created from that work order, all on the same screen. Of course, the same info would show up on the Garage Baker screen as it relates to Work Order ID#1. It would be great to have the ability to create a multiple key report link. Like, from Assets to Documents send back all documents related to Work Order ID#1 and Garage ID#??? (Garage Able ID#101) thus showing Document ID#300, #301 and #302. The same report would show for Garage Baker ID#102.
Does that make sense?
