1 Reply Latest reply on Apr 11, 2013 4:26 PM by philmodjunk

    Multiple Estimate Versions

    MichaelVoccola

      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.