Here´s the relationship graph, note that in my layout the product "PRO PLAN ADULT GATO Pollo&Arroz 3kg" repeats, and what I would like is thet the values of K.G., VE, DES and PROM EX for that product would add with their equal
What is the purpose of the CallBook table?
And why do you need the three "report" tables? (Reporte_clientes_ano, Reporte_clientes_Trimestre, ...)
The chart can be created most easily on a layout based on callbookItems after performing a find or go to related records to limit the found set to only those for the specified customer.
The purpose of the call book table is for the user to enter data according to sales history of the client... its kind of a inventory-sales control, but not all products are sold by us. How it works is that the sales representative goes with our customer retrieves this information based on what he actually has, what was sold by us and what he managed to sale to the final customer, so our sales representative comes back and puts data on the Call book table so we can give back to our client a graphical report on his performance.
We made three report tables, cause in one we are filtering data by month, in the other one for a period of three months and the last one anually. What we dont want its users performing a find, but instead that the data will be automatically displayed. Fillying up Call book table is quite a job to do for users, so we dont want to give them an extra task.
What does one record in Callbook represent?
What does one record in callbook items represent?
First take is that your three report tables are not strictly necessary but that doesn't mean you shouldn't use them.
Does Reporte Clientes Trimestre
match to up to 3 records, one for each month? (mes)
One record in Callbook represent Client, client ID, Month, year and period (every three months)
One record in callbook itetms represents, product, kilograms, stock, sale to client, sale to final client for each week plus total per month
And Reporte cliente trimestre gets information from period number 1, 2, 3 or 4
Sorry but that's still not clear to me.
Does one record in callbook get created every month or every three months? Do you create one record for each month and then a fourth record for each 3 month period? How does this look at the record level for annual reports? Do you sum up all 12 monthly or all 4 three month callbook records for that client or do you create yet another callbook record for the annual report?
Thanks PhilModJunk, I managed to solve my problem making a summary report on the callbookitems table... thanks for bringing that up! :D