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  • Newbies
Posted

Hi,

I'm creating my first database solution, using Filemaker.

I have set up a quote/estimate system, where the products are ordered using the PRODUCTS table to feed product info to the quote line items.

That's all fine and preparing the quote is all done. However here is the problem. The nature of the business is that one product may be entered multiple times on one quote. It's an audio-visual company, and they might have one TV for the reception of a project they're working on, and another listed for in the boardroom, for example. So instad of having it listed once, with a quantity of 2...it is listed twice, with a quantity of 1.

Now here is where i'm having the problem. They need to prepare purchase orders, I need to create a purchase order for all the products in the quote, but only listed once with the total quantity. (ie "2" for the TV's in the previous example).

I have no idea what to do and have literally been trying to figure it out non-stop for 2 days!

If someone could please help me, I can upload my filemaker file for you to download and help me. I can't thank you enough...in advance!

The Filemaker file can be downloaded by clicking this link. files.me.com/adabuza/eyr7be

Thanks,

Reis

Posted

ThI need to create a purchase order for all the products in the quote, but only listed once with the total quantity. (ie "2" for the TV's in the previous example).

Find the line items of the quote and sort them by product. Show the results in a list layout of the line items table, with a sub-summary part by product - and no body part. Place a summary field (Total of Quantity) in the sub-summary part.

  • Newbies
Posted

OK I now have another issue.

I've uploaded my FM file again, it can be downloaded by going to this address: files.me.com/adabuza/5q5hh4

If you go to the Quote section, and search (for example) Quote ID # 38. To the left is a 'send to purchasing' button. If you click that, it takes you to the screen described above.

In that screen you can choose how much of each product to send to purchasing, adn create the purchase orders. When the user creates the purchase order, the line items from the quote are copied (by script) over to line items for purchasing. However I need a summary of how many have already been ordered (ie. if only part of the total is ordered eg. 5 of 10 TVs) so that the user can know how many they still ned to order later on.

It's really hard to describe by typing it out....so if someone could check out my files that'd be great. I'm almost at the end of this project and I can't wait for it to be over!!

PS. the login for the FM file is usrname: admin no password

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