JimVB

Thank you Kevin. Everything is working perfectly. I have also addressed the look up method used for the Company and Company_key. I'm implementing the Anchor/Buoy RG as well. Thanks again, Jim

I believe the relationships are correct due to the fact that the default answer is "auto entered". Is the logic in my case statement correct?

3 tables involved. 1. Jobs 2. Shipping address (Jobs can have 1 to 100's of shipping addresses) 3. Companies They are related through a field named Company_key. A new record is created in jobs. The Company name is added which then looks up the Company_key. Shipping addresses are in a portal. When the user designates the the type of shipment (in my case the choice is Production or Sample) it creates a new record triggering the auto entry through a calculation. 1st it looks up the "Ship_via" (FedEx First AM, FedEx P1, UPS Next Day, UPS ground etc...) 2nd it looks up the "Bill_to" (Sender, Receiver, or Third Party) The last step is where the problem lies. The case function does not return account number for FedEx or UPS.

Thanks Kevin, 1. Yes, the relationship is correct. It stopped working when I added the case/test/results options. 2.LeftValue was my mistake. I changed to Left. I made the correction but it did not solve the problem. I have fixed it in my original post. 3. I actually have it set up as a auto-enter calculation. My description was incorrect.

I'm stumped. When I test each piece of the puzzle I get the correct result however when set up as a looked up value based on a calculation I only get the default answer. I need to look up the shipping account number based on the preferred shipping method. UPS or FedEx I'm a auto entered calculation from a related table named: Companies Shipping preference is named: Ship_via_pref I'm using the Text function (left,3) to parse the UPS Ground, FedEx P1 etc... What am I missing? Have I explained myself properly? Thanks in advance, Jim Account_number= Case ( Left ( Companies::Ship_via_pref ; 3 = "UPS" ); Companies Customer::Ship_UPS_number; Left ( Companies::Ship_via_pref ; 3 = "Fed" ); Companies Customer::Ship_FedEx_Number; "use default account")

I'm stumped. I have two tables. Pricelines and PriceMatrix. I've always used the Pricelines "code" field as my look up reference. I then could bring the field value into my quotes, invoice, jobs etc. Now I'm trying to create a matrix to simplify the creation of new records in Pricelines with a improved interface. I don't know how to get all of the needed data in Pricelines from Pricematrix. I need the matrix to be dynamic and I would need several matrix with different price schedules. How can I make "number of colors", and "quantities" dynamic? Would it be possible for the user to choose how many price points and colors they would like available on their matrix. I've attached my starting point. I don't know where to go from here. Maybe my answer is wrong. Maybe I'm not asking the right question. Help please. Just get me started in the right direction. PriceMatrix.fp7.zip