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Relationship Trouble

Question asked by obidon on Jun 25, 2013
Latest reply on Jun 26, 2013 by philmodjunk

Title

Relationship Trouble

Post

     Hi There,

     The attached is a first pass at relationship structure for a business management tool my client requires. In essence the client creates a simple forecast with few simple fields.  

         
  •           Date
  •      
  •           Description
  •      
  •           Amount
  •      
  •           Supplier (Table)
  •      
  •           Category (Table)

     Invoices come in and are entered into an actuals table which also has a few simple fields

         
  •           Supplier ID (Table)
  •      
  •           Category ID (Table)
  •      
  •           Forecast ID (Table)
  •      
  •           Date
  •      
  •           Description
  •      
  •           Amount
  •      
  •           PDF

     The system ties all components together in a simple, easy to use system. Not the most complex but very effective at managing against budget.  My issue is reducing the number of choices in the popup menu which populates Forecast ID in the Invoices/Actuals table.  

     I am using a related popup. I can do this by filtering 'forecast items using categories' or by  filtering 'forecast items using supplier'.  But I can't do both.  

     I have in the past filtered using a Grandparent, Parent, Child Relationship.  But that is not my structure here.  I can see that the issue lies because there is no link between catergories and suppliers but I can't fathom the nature of this relationship.

     All help greatly appreciated

Screen_Shot_2013-06-25_at_16.16.14.png

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