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Estimate with price list


superman_kd
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What I am trying to do is build an estimate sheet that will autofill the unit cost field if the description has a match. I apologise in advance for being so green.

The DB that I uploaded is extremely simplified because I really screwed up my good one. I am not sure what method to use I haven't been able to get it to work with a calculation. I am usually prety good at figureing things out but I don't really know what direction to follow. I would be very interested in an example that is similar to mine but I can't seem to find one.

I think that I need to use a lookup calc and a value list but I don't know how to set up the calc.

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Estimator.fp7.zip

Edited by Guest
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Hi Bob

I have attached your file with changes made. First i have got rid of all the repeating fields, these make it much much harder to do what you are trying to do.

Instead, each DESCRIPTION and PRICE are recorded in their own record. I have put the view to Table so you can see all the records up at once - to add a new one, just do Record> New Record.

On the Estimator layout I have done the same thing, each entry is now an individual record.

The relationship is just a simple macth between description and e_description. If they match then E_unit cost calculation takes the value from the price list - As this is setup as a calculation it will change if you change the price in the price list, a lookup would only take the information once.

Anyway, hope the file is a bit clearer!

Estimator2.fp7.zip

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Thanks a lot, that was a big help I understand a whole lot more now. Hopefully I will be able to make some valuable contributions to this forum. Hopefully I can develop my DB a lot further I will eventually have cutomer contact and invoice layouts, as well as various other job tracking layouts. My goal is to get more trades based companies useing this system as I believe it will improve there workflow greatly.

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