Skip to main content
Question

App design help - Contract to Purchase Orders to Invoices

  • January 19, 2024
  • 0 replies
  • 64 views

Forum|alt.badge.img+4

I don't need a full accounting app, but I have a need to keep tabs on my contracts.  Here is the way it works for us, need some help with the design of the app.

We issue a contract for a certain dollar amount.  It may last over several years.  Therefore, don't need to track by fiscal year necessarily.  From a contract, we will issue several Purchase Orders.  I PO is a for a certain amount.  The vendor will then send us invoices.  Every invoice should track to a PO.  So, I want to track a PO by amount and then sum all invoices related to that PO.  On the original Contract, I want to track amount of all PO's issued.  I was originally thinking a Contract table, then a PO table, then an Invoice table.  Is that the right street I am going down?



------------------------------
Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
IT Director City of New Braunfels
------------------------------
This topic has been closed for replies.

Forum|alt.badge.img+4
  • Author
  • Registered
  • January 19, 2024

If it helps, I have a Contract table, then a PO table, then an invoice table.  I have figured out on the  PO table how to get add Invoice Record to show up.  I believe my next step is to be able to sum all the various PO amounts that get entered for this PO.  I have no idea how to sum, in one table, the associated records in another table.



------------------------------
Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
IT Director City of New Braunfels
------------------------------