Jump to content

JFC70

Members
  • Content count

    10
  • Joined

  • Last visited

Community Reputation

0 Neutral

About JFC70

  • Rank
    member

Profile Information

  • Title
    Sales / Operations
  • Industry
    Printing Industry

Recent Profile Visitors

The recent visitors block is disabled and is not being shown to other users.

  1. I have created a drop down menu in a Projects Layout that allows me to enter each Job Type that makes up the entire Project on a portal (1 to as many as 15 items that make up an entire project). Each portal row is scripted to allow me to enter each Job Type's Specifications onto a related Tab Object to separate the Job Type information. This all works real well. However, I am trying to figure out how to display all of this information in an "easy to read" formal quotation on another layout. In other words, I am trying to get the Job Type and Detailed Specifications fields to all appear on the formal quote that I can send out for bids. I have reviewed many websites and Filemaker Books, but I cannot seem to get my head around this one. I am afraid someone if going to say this is quite simple! Any assistance on this one for scripting would be great. My Tables consist of: Jobs (JobsID)---<Specifications (JobIDf) Jobs (SpecificationsID_Selected)>---Specifications TO (SpecificationsID) Jobs (JobsID) >Projects (JobsIDf)
  2. JFC70

    Adding Dynamic Objects / Fields

    I am looking for Quotes on this. As mentioned in my profile, I am a"Novice" and I think, I am turning this into something more than it should be. If someone would like to create a simple demo, I will be happy to pay for your time and effort.
  3. JFC70

    Adding Dynamic Objects / Fields

    Thank you for the reply. Just to clarify your note above.... Are you saying: SpecIndex Table (JobID, JobType and Spec)----<JobSpecJoin>---Specs ....and then create the a script and set the "type", etc. -OR- Just two tables... SpecIndexTable (JobType and Spec)----<JobSpecJoin and create the script to run? Much Appreciated
  4. JFC70

    Adding Dynamic Objects / Fields

    Ocean West: I am back at my computer. Thanks for the insight. I know what you are saying, but not able to make it come together. I am going to request additional assistance form you (if you would like) to compile a demo and forward it to me. This is the piece that has me hung up the most with the specs and various types of jobs that need to be quoted. Once, I have this figured out, I think I should be on my way for developing an estimating tool for my work. What is the best approach to communicate?
  5. JFC70

    Adding Dynamic Objects / Fields

    Quick Scenario......running FileMaker Pro 14 ADV I run several projects on behalf of clients that have multiple jobs tied to them. For example, a project might be a direct mail campaign that entails four jobs that are made up of printing an envelope, brochure, and letter, plus mailing the piece. Each job is made up of unique specifications (i.e. Size, Stock, Envelope Type, Mailing Specs, etc) that must be bid out to various suppliers. Question? I have created a "job", and "specifications" set of tables. I have populated the Job fields (JobID and JobType) and ALL of the Specifications fields (41 of them) onto an Estimate Layout. With that said, I have been using the "Hiding Layout Objects" and creating a calculation on each of the 41 fields tied to the JobType. My goal is: Tie the right specifications to the job & simplify the bidding of these jobs. Is this the best approach? Thanks,
  6. I understand that this will be a BIG undertaking and will require a lot of time on my part. However, I do not have the capital at this time. If I did, I would have jumped on a FM certified solution partner to address this yesterday!In the meantime, any feedback would be graciously appreciated. I sure you understand as well. Thanks JFC70
  7. Thanks for the piece on Anchor Bouy and the definitions between an ERD and Filemaker's graph. As a novice here, I crossed the terminology in my initial post. I am developing an RG. With that said, based on my scenario in my first submission and your expertise, what would make the most sense to be the "Anchors" within the TO Group? This is how I see the initial development: Anchors: CLIENT COMPANYSUPPLIER (I am not running Client and Supplier as one table since I have so many different fields for each)JOBSPECIFICATIONS (I have this as its own table since each job will utilize certain specs from here - i.e. Brochure specs vs apparel specs, they are totally different)PRODUCT (for Apparel)QUOTATIONS (use this for both supplier and client)PURCHASE ORDERINVOICINGWhat are your thoughts? As it pertains to Job Number Updates, PO segmentation to given suppliers, and Consolidated Invoices, I think that is something to look at from a scripting perspective, am I correct? Thanks
  8. Fitch: Thanks for the reply. I know this will have a LOT of details / moving parts associated with it as there are many entities and table occurences that will have to be created, etc. However, to start the data modeling, I am wondering the best approach for calling out the appropriate Entities for this solution and maintaining a consistent JOB # throughout.
  9. Assistance Needed - Creating the right relationships based on the information below. Being in the print, packaging, promotional and apparel industry, I am trying to build a "One Click" solution for processing client's print JOBS and invoicing them out accordingly. Each JOB requires the following: JOB NUMBER (JOB). Maintain the same job number from initial JOB SPECIFICATION through INVOICING, and versioning of JOB NUMBER based on changes. For example: If I create a new JOB and it's number is 1001 and then I modify it at some point, I would like to capture the initial JOB number 1001 and then have a revised JOB number that reads something like, "1001r2". This gives me the ability to know the historical changes along the way. I am not sure this is possible, but any input would be great.JOB SPECIFICATIONS. Build out unique specifications tied to the JOB (JOB Name, Description, No. of components that make up JOB, what are all of their specifications - Component Name, Page Count, Flat Size, Finish Size, No of Colors, What Finishing is needed, etc. Each estimate may have different specification requirements (a brochure, an envelope, t-shirts, and a display stand require some of the same specs, but many different ones too). FORMAL QUOTATIONS to Suppliers. Once specifications are created in filemaker and verified by the client, I will need to confidentially send a formal quotation out to multiple suppliers to BID on the JOB. These suppliers may bid the whole JOB, or just components of it. For instance, we may have a direct mail campaign with multiple print components in it. As a result, one supplier cannot fulfill the whole JOB. Therefore, we will need to send portions of the Formal Quotation out to suppliers that can complete certain aspects. On the other hand, we may just have a brochure that needs to be completed and this Formal Quotation goes to just one type of supplier. FORMAL QUOTATION to Client. Once, all bids are received into our office, then we will create a Formal Quotation to the Client. We would like to send via email.PURCHASE ORDERS (POs). Upon acceptance of the Formal Quotation by Client, then we need to pick and choose the right suppliers to run the JOB. At this point we will need to produce one or more POs to send out to those chosen suppliers to produce the component. SUPPLIER INVOICES. I would like to capture all of the suppliers invoices and tie them to the JOB. Do I need to create an entity to store the supplier invoices to this JOB? In essence, I would like to scan and track all of the hard copy cost of goods (cogs) and tie them to every JOB.INVOICING. This is pretty self explanatory. After a JOB is completed by the vendors, we will invoice the JOB to the client.CONSOLIDATED DETAILED INVOICES. Just like above, we may need to Invoice a client once a month for all of the JOBS we did over the past 30 days.I hope I spelled this out clearly. With this said, I am asking for input on how to create the most efficient Entities/Table Occurences within the FM Relationship Diagram to have this work successfully. I have read the Basics and part of the Advanced FM Training Series, but I still cannot get my head around the scenario I listed above. I think I am making this more difficult than it appears within my industry. Any insight would be greatly appreciated. JFC70
×

Important Information

By using this site, you agree to our Terms of Use.