Hi,
I'm wondering the best approach to having entries in a table called "Billing Projections" created when a project is created under our project management (Projects have many Billing Projections). I could think of some Javascript and APIs, but wondering if an automation is possible? The goal is that PMs fill out billing projections once a project gets going so that we can get an idea of projected billings for that month across all active projects.
What I'd like to do is automatically create entries 6 months out but base it on a specific date field. Pseudo-code wise:
when project is created:
StartMonth = ToMonth(Project Start Date)
EndMonth = StartMonth+Months(6)
Iterate over this to create. Obviously, this could span a calendar year.
Example: Current Month is October 2019. I'd want table entries in Billing Projections:
Oct 2019
Nov 2019
Dec 2019
Jan 2020
Feb 2020
Mar 2020
Would an automation handle this? Would it be easier to make a URL Button with Javascript?
PMs could then add or delete months based on this, as every project is different.
Also, is there an ideal structure for Billing Projections to handle this? I currently use dropdowns for both months (has all 12) and year I defined 2019 through 2023.
Thanks!
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Andrew Ryder
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Question
monthly projection table creation
This topic has been closed for replies.
+11Good morning, I have something similar in my app. We made a billing feature so I have table labeled invoices. My project coordinators enter the dates of invoices to go out and amount and it shows what is left to bill. Each Monday my Project Accountant gets a list of what to invoice. The benefit of that is the billing is automated as long as amounts and dates are kept up to date.
i can use that for a monthly projection and I color code it via formula for invoices that were submitted so I know what went out.
i also enter paid information etc so my sales team can monitor without needing access to the accounting software.
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Ivan Weiss
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+24If you just want to create 6 records "once" then you can set up an Automation to do this. For any values that you need such as the date fields, you would have fields on your project record to calculate those values. That way you can have those fields available to you when writing the 6 steps of the Automation.
You will need to give some thought as to what you want to use for the Trigger of the Automation.
It was not clear to me form your post if you need to auto create addition rolling months forward as time progresses.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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You will need to give some thought as to what you want to use for the Trigger of the Automation.
It was not clear to me form your post if you need to auto create addition rolling months forward as time progresses.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------
+15Andrew,
Quick Base is outstanding at managing workflows and process management. Creating arrays of information however is not one of its strong suits. I have had to solve this problem of needing to generate multiple child records for a single parent on numerous occasions. The core business cases tend to be around money. Establishing milestones for progress billing or paying out commissions on sales.
For an array of future payments I am using a custom PHP script that kicks off from a Formula URL button. This way you can pick a start date and interval for your array. The PHP calculates the values for all the child records and then uses the Quick Base API to write them to the app.
Alternatively you can create Formula Date fields in your Projects table and then have a series of Automations kick off and create the child records. This will eliminate the need to write any code, but it is not as elegant and harder to maintain.
Happy to discuss further if you would like.
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Don Larson
Paasporter
Westlake OH
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Quick Base is outstanding at managing workflows and process management. Creating arrays of information however is not one of its strong suits. I have had to solve this problem of needing to generate multiple child records for a single parent on numerous occasions. The core business cases tend to be around money. Establishing milestones for progress billing or paying out commissions on sales.
For an array of future payments I am using a custom PHP script that kicks off from a Formula URL button. This way you can pick a start date and interval for your array. The PHP calculates the values for all the child records and then uses the Quick Base API to write them to the app.
Alternatively you can create Formula Date fields in your Projects table and then have a series of Automations kick off and create the child records. This will eliminate the need to write any code, but it is not as elegant and harder to maintain.
Happy to discuss further if you would like.
------------------------------
Don Larson
Paasporter
Westlake OH
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