I have attached the file I am having trouble with. I want the "Quote" to display the part number and store it in "Quote" file. I have tried about everything. I am missing a step, or just cant see the forrest for the trees. Use the password "n7236y" to open the file.

cssinv.zip

What are you expecting it to display the part number from? And if the part number is stored in the quote, how can it display it from somewhere else?

Part number comes from the inv file. Quote file only stores the "ref" no. that relates to the inv. file. re: a lookup.

See my reply to your other post on this same topic.

In your file it appears that each quote can only have one part associated with it. Is that what you want? (Do you only sell one part at a time to each customer?) If not, you need to use a join table like I showed in the other thread.

PS.

this is why posting to a new thread is cumbersome.

Dana

Yes, only one part per quote. These are serious parts $$$$. It looks like a lookup is the way to go.

What do you want to look up? If you put the part# into the field in the quote table, then it is already stored in the quote table. The other related fields you have placed on the quote layout can also be searched from the quote layout even though they are not in the quote table.

For another lookup, price for instance, you would create a price field in the quote table and use the part # to look it up. That way the quoted price will stay the same even after the price in inventory changes (unless you relookup) You lookup of part # looks up part # based on itself, which is unnecessary.

Here is a modification of your file that has a value list of part numbers to choose from in the quote layout. And the price is looked up from a field in inventory to a field in the quote.

Now the pop-up list shows all the parts. If you categorize the parts in inventory, you could enter a category into a field in the quote so that only parts of a certain category would appear in the popup list. For even more flexibility in searching the parts from the quote, consider using a portal. You can filter the portal many different ways, including using a type-ahead feature where you type a partial part# and all matching parts dislplay in the portal. You would then script addition of the part to your part# field in the quote layout.

Dana

cssinv.fp7.zip