Forum Discussion
QuickBaseCoachD
8 years agoQrew Captain
well, my real suggestion is to set up a subscription report to come monthly which is has a total and then manually key in the number once a month.
The advantage of that method is that even if you were late in King the number of the inventory value will have been recorded at the exact month end and you can key it in at your leisure anytime.
But I will post back with a semi automated solution when I get a chance.
The advantage of that method is that even if you were late in King the number of the inventory value will have been recorded at the exact month end and you can key it in at your leisure anytime.
But I will post back with a semi automated solution when I get a chance.
QuickBaseCoachD
8 years agoQrew Captain
It's hard to answer a general question, but one way if recording values is to make a table report or a summary report and use the "More..." button to copy the results to another table.
If you set up your report to include the Key field of the target table, it will either update existing records or add new ones.
You could set the key field, for example to be a concatenated field of product and date. Like
XYZ - 2017-12-01
If you set up your report to include the Key field of the target table, it will either update existing records or add new ones.
You could set the key field, for example to be a concatenated field of product and date. Like
XYZ - 2017-12-01