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Featured Replies

Hi.

I have a database that works very well but I need to add a Quotes capability to the system. The problem is that I don't want the Quotes "page" to affect the inventory OnHand number. The OnHand field runs without a problem but I don't know how to render the QtySold inactive (That makes up, in part, the OnHand field) when a quote "page" is created using the same info as per an invoice. (Quoting capability is needed as doing a quote is a big deal to my customer and retyping the info to convert a quote into an invoice is simply not viable.

Any help on this would be terrific.

TIA

Bob Moran

Without knowing the tables you have in your inventory system, I had this thought. Add a flag field to the line items table (I assume this table is used for Quote and Invoice line items). If the line item is created for a invoice, the flag_Invoice is "1". Change your inventory relationships to include the flag_Invoice field, thereby having your calcs only "see" line items for invoices.

  • 3 years later...
  • Author

Sorry for the very late reply but your suggestion worked. Thank you so much for sending me the info.

Bob

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