Hello all,

Need a little help. I have a database for creating quotes and then processing them to jobs. Thought I had things working great then noticed a big problem. Three Tables

Quote

QuoteItem

Job

Each quote can have many items. If a quote becomes a job, all the items quoted may not be included. I've set up the database around the QuoteItem Table. When a quote becomes a job, I find the right quote through its ID, select the items that are included on the Purchase Order(which is listed through a portal) via a Yes/No field. When Yes is selected, a lookup is performed and the JobNumber is inserted on the QuoteItem Record. Now through a script, I can print an Acknowledgment and Job Card with only the Items That show "Yes."

The problem is the summary field on the Acknowledment (which is based off the found QuoteItem Records via Yes/No) still sums the items that have "No" which makes the Job total incorrect. I've tried acouple of calculation fields but nothing seems to work. I'd rather not erase records on the quote so I have them on record. Any suggestions would be greatly appreciated.

Summary fields are based on the found set. So if you have found the "Yes" records, then a Summary that is a total of amount (or whatever your field is called) should in fact only total the found records.

Are you actually using a Summary field or are you using a calculated field that is something like Sum(related::amount)?

That was it. I had my summary field on the wrong table. Thank you so much! It works now.