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Using Pre-populated records/table as a template for new table for quote

Question asked by DavidScherer on Jul 6, 2012
Latest reply on Jul 7, 2012 by philmodjunk

Title

Using Pre-populated records/table as a template for new table for quote

Post

As part of my new job I am trying to create a quotation system where I can generate quotes for customers quickly and easily.

 

To that end I have a Table "Wireless Plans" where I keep a master record of all available Wireless Plans and the features/prices they offer. I also have a table called "Customer Quotation System (QC)" in which I have identical fields as the "Wireless Plans".

My goal is to have a script available via a button where a sales rep could use one of the master records as a template for a new quote. That way the master records are only copied.

 

But I'm struggling. I've been able to solve other issues before with equations etc., but this one has me stumped. I don't quite understand some features. I do have a relationship setup between both tables with identical fields, but am unsure how to utilize this feature as each plan doesn't have any unique identifying data.

 

Any pointers would be helpfull!

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