G
Guest
Our product is sold by modular components, so each time a quotation is
prepared, an itemized list of components needed to “build†the unit is input
by a user (there are thousands of possible combinations, not to mention color
and top material choices, plus possible add-on options). Preceding the list
of components is a summarized “header†that describes what the built unit
will look like (provides the product series description, overall dimensions,
etc). In an effort to save time when quoting, I would like to enter templates
that could be used to complete part of the process. To do this, I would
create 2 tables, linked by an id number. Tbl_Item would have the descriptive
lines of the unit, and tbl_ItemDetails would have the components needed for
the unit (which can vary from as few as 4 components, up to about 25 or
more), it would be a one-to-many relationship.
I have set up a form where the user selects the desired unit from a list
that comes up based on selections from 2 combo boxes (to narrow down the
selection).
This part is working fine. What I need help with is the next step - When
the user finds and selects one of the records, I would like the information
for the selected record from tbl_Item and it’s associated parts (from
tbl_ItemDetails) to then copy to new records in tbl_quote_items and
tbl_quote_items_detail. These records would then display in a new window, and
the user could complete the quote by adding in any other additional
components (optional accessories, etc.) to tlb_ItemDetails.
I know it’s not good practice to repeat data, but it’s necessary in this
case, because all of the parts need to be stored with the quotation. Any
suggestions on if this is even possible and how to start on it would be so
appreciated. Thank you in advance.
Louise
prepared, an itemized list of components needed to “build†the unit is input
by a user (there are thousands of possible combinations, not to mention color
and top material choices, plus possible add-on options). Preceding the list
of components is a summarized “header†that describes what the built unit
will look like (provides the product series description, overall dimensions,
etc). In an effort to save time when quoting, I would like to enter templates
that could be used to complete part of the process. To do this, I would
create 2 tables, linked by an id number. Tbl_Item would have the descriptive
lines of the unit, and tbl_ItemDetails would have the components needed for
the unit (which can vary from as few as 4 components, up to about 25 or
more), it would be a one-to-many relationship.
I have set up a form where the user selects the desired unit from a list
that comes up based on selections from 2 combo boxes (to narrow down the
selection).
This part is working fine. What I need help with is the next step - When
the user finds and selects one of the records, I would like the information
for the selected record from tbl_Item and it’s associated parts (from
tbl_ItemDetails) to then copy to new records in tbl_quote_items and
tbl_quote_items_detail. These records would then display in a new window, and
the user could complete the quote by adding in any other additional
components (optional accessories, etc.) to tlb_ItemDetails.
I know it’s not good practice to repeat data, but it’s necessary in this
case, because all of the parts need to be stored with the quotation. Any
suggestions on if this is even possible and how to start on it would be so
appreciated. Thank you in advance.
Louise