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Multiple Estimate Versions

Question asked by MichaelVoccola on Apr 11, 2013
Latest reply on Apr 11, 2013 by philmodjunk

Title

Multiple Estimate Versions

Post

     What are some recommended approaches to creating estimate version? Here is the breakdown:

      

         
  •            

     Currently, there is a RecordID (serial) for each job with it's associated LineItems. What I would like to do is have a table "EstimateVersions" containing the fields:

         
  •           EstimateNumber
  •      
  •           RecordID
  •      
  •           JobNumber

     When a user wishes to create a new version of the job, they execute the script and the following happens:

      

         
  •           When the user creates a new estimate all the associated related record (LineItems) are duplicated and reference the new Estimate::RecordID
  •      
  •           User can edit/add/remove the LineItems in the new version
  •      
  •           A pop-up menu on the Job layout allows a user to revert back to older version and their associated LineItems.

     Not quite sure how to go about scripting this whole bit. The new version part isn't a problem, it's the duplication of records and their reference of the new Estimate Number and also their respective RecordID's (serial) that I am lost on.

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