Hi,
I'm operating off of a query that is a composite of inventory and cost information of material sold by my company that we want to select from to build a quote or sales order. This information includes data such as part number, material classes, descriptions, and then stock/on hand quantities along with relevant unit cost info by location. I need some help at this point perhaps outlining some of the steps I will need to go through to get to my end result. I know what I want to achieve, so I will describe that, and hopefully someone can give me some pointers on what I can do or can't do. I am not very sophisticated with Forms/Reports, but get the feeling this is the route I might need to take.
Like I said, I have a select query feeding off 3 inventory tables to give me information on material. We would like to search for a unique item, either by part number, description, class, etc. The feature that would be most beneficial would be to enter a keyword for a description, and the search return would bring back any hits containing that keyword. It would need to be able to locate ELL in 2" XH ELL CS, and return all records with ELL in it. On my thread attachment, you can see some of these fields we would like to be able to search from.
Once, the record has been located, it would be most time efficient for this order building process if additional entry fields could be used to enter order quantities, mark up multipliers, or whatever else may be. Also, it might be handy to be able to have a check box or radio button to say that this record has been chosen so that we can reference or come back to it easily.
Finally, once the additional data has been entered or radio buttons selected, we would like to transform the chosen records into a sales order format. This would entail to us simpler data such as part number, description, sourcing information such as the location we will sell from, and the additional data we entered. I figured maybe this could be turned into a report perhaps? None the less, the end result is going to be a new format of the records the enduser chose along with the additionally entered data. The ultimate end result would be to have this to output in an Excel spreadsheet, which is a must.
Please see attachment which is a sample table version of the query I mentioned above. Thanks for any help ideas on how to take this to the next level.
Rob
I'm operating off of a query that is a composite of inventory and cost information of material sold by my company that we want to select from to build a quote or sales order. This information includes data such as part number, material classes, descriptions, and then stock/on hand quantities along with relevant unit cost info by location. I need some help at this point perhaps outlining some of the steps I will need to go through to get to my end result. I know what I want to achieve, so I will describe that, and hopefully someone can give me some pointers on what I can do or can't do. I am not very sophisticated with Forms/Reports, but get the feeling this is the route I might need to take.
Like I said, I have a select query feeding off 3 inventory tables to give me information on material. We would like to search for a unique item, either by part number, description, class, etc. The feature that would be most beneficial would be to enter a keyword for a description, and the search return would bring back any hits containing that keyword. It would need to be able to locate ELL in 2" XH ELL CS, and return all records with ELL in it. On my thread attachment, you can see some of these fields we would like to be able to search from.
Once, the record has been located, it would be most time efficient for this order building process if additional entry fields could be used to enter order quantities, mark up multipliers, or whatever else may be. Also, it might be handy to be able to have a check box or radio button to say that this record has been chosen so that we can reference or come back to it easily.
Finally, once the additional data has been entered or radio buttons selected, we would like to transform the chosen records into a sales order format. This would entail to us simpler data such as part number, description, sourcing information such as the location we will sell from, and the additional data we entered. I figured maybe this could be turned into a report perhaps? None the less, the end result is going to be a new format of the records the enduser chose along with the additionally entered data. The ultimate end result would be to have this to output in an Excel spreadsheet, which is a must.
Please see attachment which is a sample table version of the query I mentioned above. Thanks for any help ideas on how to take this to the next level.
Rob
