It it possible to auto Auto-Generate records in one table using a related table as reference?

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There are 5 tables in my example



  1. Parts
  2. Purchase Orders
  3. Purchase Order Line Items
  4. Receipts
  5. Receipt Line Items



The user must create a Purchase Order when it is time to order some Parts. The user adds many Purchase Order Line Items to the Purchase Order and sends this to a supplier.

When the items come in, the user creates a Receipt. The user must then individually select each Purchase Order Line Item from the Purchase Order and the quantity received in a Receipt Line Item (This is because the quantities received are not always be the same as the quantity requested).

Is it possible to have Quickbase auto-generate the Receipt Line Items upon the creation of a Receipt?

Furthermore, can Quickbase used the field Quantity Remaining in the Purchase Order Line Items table to seed the Quantity field in Receipt Line Items?



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William

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Posted 3 years ago

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This could be highly automated using native QuickBase but I don't think that i can explain all the steps here.

But yes, a user could select a PO to receive against and push a URL formula button.  That button could generate a Receipt header record with no lines and land the user on that receipt header. The Receipt Header record would pretty much just have the Date Received and the PO it was receiving against.   Then the user would push a button and essentially a copy of all the PO lines which  still have open Qty not yet received would jump onto the Receipt and display to the user in Grid edit mode.

The user would Grid Edit enter the quantity received, having the benefit of seeing the original PO line qty, the qty received to date (from previous Receipts), and hence the remaining open PO qty, for each line.

Contact me via the information in my profile for help setting this up.  I come from a Purchasing background in past lives so I understand POs and Receiving.
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William

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Hello Mark,

I am interested in how you would implement this. Would it be using the existing import function, the API_CopyMasterDetail, or another method?

Thank you,

Will
I would use the API_RunImport to copy records from the Lines on the "Focus" PO to a Receipt Header Parent (ie as its children) and connect each Receipt Line to its PO Line Parent  in addition of course to also attaching the Receipt Header.
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William

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Sounds like a solutions.