Title
Quotes with no part number
Post
Hello,
My system has a quoting feature, which allows the user to add existing part numbers (defined parts) as items on the quote. It works great, but we want to be able to add a "quote" part as well which is really a new part, without a part number, and without a part definition.
The way my join table is set up, I don't *have* to have a part number assigned to the quote item. BUT, if I don't, then I don't know what the unit of measure for that part may be.
Ideally, if I were to add a part to a quote, a script would run, and select the parts unit of measure per the part definition. If the user doesn't select a part number, then the unit of measure would be all available units of measure, and the user would be able to select one appropriate for that quote.
So...I'm thinking a value list would be good here, BUT I don't know how to set up the relationship so that it shows all if no part, and only the part's Unit of measure if there is a part.
I also have implemented multiple units of measure, but have deferred that for later until I solve this first step.
Any helpful ideas? FYI, the part number on my quote print out will show "new" as the part number if there is no existing part selected.
Thanks!
You don't need a script to look up data on a selected part. Looked up value settings can copy data from your parts table into your line items table and this leaves the data in fields where you can easily edit the data when the need, such as your new, no part number item, arises.
That way, you can format your units of measure field with a value list. It's possible to use a conditional value list for this such that you only see one unit of measure if you have a part # entered and all units of measure if you don't. This takes some behind the scenes slight of hand to do.
Before I go there, do you know how to set up conditional value lists?