I have a vendor table with 4 vendors setup...I want to create 4 tables with each specific to one of the vendors setup in the vendors table...I want their info to populate

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I am creating a new app for inventory parts ordering...I have a "Vendors" table with 5 vendors setup...Each vendor I order specific parts from...I want to create a Vendor 1 table, Vendor 2 table, etc...And in each table list all of the parts along with order quantities specific to each vendor in the vendor table...Example...Vendor 1 from the Vendors table will have its own table with all of its parts listed...When I click add new order, I want the vendors information that is stored in it's record in the Vendor's table to pre-populate so that I don't have to pick the specific vendor every time...So that when I save the order, it will generate an email to the correct vendor...I know I could set it up to have to select the vendor every time, but I want to avoid the possible mis selection that could occur.  Help!  Thanks in advance!

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Ty

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Posted 3 years ago

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You should really reconsider the design of your tables.  There should be 1 Vendor table and then a single table for all vendor parts.
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Ty

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That is the way I was originally going to do it...Just couldn't figure it out to handle it correctly...How would you design the ordering sheet?  I should note that I am on the smaller $150/ month plan...I know I could be fancy with the upgraded plan...I am trying to avoid having each order have all parts listed...I want just the parts specific to the vendor...And I am trying to do it on the cheaper plan...I can't afford to go to the upgraded plan.  I also should note that we run so many things off quickbase...We use 4 different apps daily...So I am not new to this...But I am no expert by any means! ;)
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This should work fine in Essentials, although I have no way to test it.   I assume that you have  A Vendor Table and a Parts Table. 1 vendor has Many Parts.

Then you should have a Purchase Order Table and an Purchase Order Lines Table. One Purchase Order has many Purchase Order Lines.

Then also 1 Part has many Purchase Order Lines.

Presumably you will have chosen a vendor at the top of the Purchase Order. You can carry that field down to the Order Lines Table as a lookup and call it [Record ID# of Related Vendor].

When you set up the selection of the Part on each Purchase Order Line there will be a setting on the field property on the Related Part which is a checkbox to make this field conditional.  Set that to say
after the field [Record ID# of Related Vendor] is selected
only shows parts where [Record ID# of Related Vendor] = the value in the field [Related vendor]

You may need to show that [Record ID# of Related Vendor] on the form for the list to filter correctly.

Here is some help on Conditional drop down.

http://www.quickbase.com/user-assistance/Default.html#conditional_dropdowns.html

Trust me, this is the way to go as having separate tables for each vendor will be a huge quadruplicate work and not scaleable to add a new vendor.
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Ty

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Awesome! Going to work in it shortly
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Ty

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Why would you say "1 Part has many Purchase Order Lines"
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Ty

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Also, why does 1 vendor has Many Parts
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Ty

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Why wouldn't a vendor have multiple PO's?  Also, why wouldn't PO Line Item have many Parts?
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Yes, 1 Vendor will have many Purchase Orders.

But No, One Part will be used on Many Purchase Order Line.  Not the other way around.
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Ty

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It works!!! Beautifully I might add!  I am so excited about this setup...It is amazing what Quickbase has turned into for my business...One last question (I think!)...I need the PO to email to the specific supplier that I have selected...which it does now...But I also want it to copy it to my office email address as well...I thought it would be as easy as just adding a comma delimiter...But it does not work...Please tell me something like this is possible and this thing is perfecto!
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Ty

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OK...One more...All the emails are being clipped...You have to click on the link to view the entire email/order...anyway to stop that?
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Wow, you are making great progress!

Hand entering multiple email addresses into the will not work.  There is no delimited that will work. Not sure why.
But fear not ...

The vendor record should be set up with a field named like [Vendor email] and look that up down to the Purchase Order record..  You can also set up an email address in a field called [Office email address] as a formula email field with the formula
like "info@mycompany.com"

Then in your Open Notification, in the box for the email addresses, enter the two fields vertically by hand like this

[Vendor email]
[Office email address]

 Note that you only need 1 email Notification set up - not 4 of them, as it will know from that field who to email.

They don't have to be vertical like that, but I think it adds to readability.