FM4 G3 Mac 8.6 Quotation file with Repeating fields and Product file linked via a Relationship.

Entering Product code into Repeating field in Quote brings in details and price via Look Ups which works fine. Now trying to have a different discount entered in Quote depending on quantity of goods entered, i.e. quantity breaks and discounts. LiveOak (Auto Disc ... 22.10) has kindly suggested a calc whereby the discount Quote entry refers back to the relevant Product breaks and discounts.

This is basically working except the discount calc is referring to the wrong product and therefore calling in the wrong discount

Is this a fixable problem with Repeating fields or have we got to change to a Portal in the Quote. If we did have to change, would it be impossible to convert our existing Quotes into the new Portal layout?

Also experiencing a problem in Calc where FM says an item is a Field which it can't find. It is correct, e.g. a product code flanked by quote marks. I noticed that someone else from UK posted this problem.

As always, thanks for anyone's suggestions.

quote:

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Originally posted by Keith Shelton:

FM4 G3 Mac 8.6 Quotation file with Repeating fields and Product file linked via a Relationship.

Entering Product code into Repeating field in Quote brings in details and price via Look Ups which works fine. Now trying to have a different discount entered in Quote depending on quantity of goods entered, i.e. quantity breaks and discounts. LiveOak (Auto Disc ... 22.10) has kindly suggested a calc whereby the discount Quote entry refers back to the relevant Product breaks and discounts.

This is basically working except the discount calc is referring to the wrong product and therefore calling in the wrong discount

Is this a fixable problem with Repeating fields or have we got to change to a Portal in the Quote. If we did have to change, would it be impossible to convert our existing Quotes into the new Portal layout?

Also experiencing a problem in Calc where FM says an item is a Field which it can't find. It is correct, e.g. a product code flanked by quote marks. I noticed that someone else from UK posted this problem.

As always, thanks for anyone's suggestions.

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You should be using a related file for this kind of functionality, NOT repeating fields.

You can get your data out of the reapeating fields by doing the following: Create a series of calcs which use the GetRepetition function to pull the data out of each repeat into a seperate field. Then simply do imports into your new related file, for each set of repeats.

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Kurt Knippel

Consultant

Database Resources

mailto:[email protected]

http://www.database-resources.com

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Calculated repeating fields based upon related fields will only work for the first repeat.Lookup will work for all repeats. To use lookups, you will need repeating fields Price 1, Price 2, Price 3, Price 4 etc. for different price breaks and then base the resulting calculated repeating field for price on these fields.

Bottom line: Use repeating fields and bring all discounts to quotation file in looked up repeating fields OR switch to a Quotation file and a Quotation Line Items file and use a portal with relationships.

In one sense lookups are what you want to do. Historical quotations should not change when you update your prices in the Products file.

-bd