database change

Discussion created by burghfan on Jun 3, 2015
Latest reply on Jun 4, 2015 by burghfan

Any help or input, would be appreciated.


I belive I made a mistake up how our database is operating.


When I first laid it out the database, I thought it would be best to have the creation of "New"; orders, and estimates all start from a specific customer.


As our business model has changed I now see the need to be able to create "New"; orders and estimates from their own TO. The reasoning behind this change is that now some of the "estimates" that we create will need to be associated to multiple customers during the pre-purchasing phase of the sales cycle.


I'm also thinking that it would be a good thing, that once an "estimate" has been awarded for purchase, to have the ability to convert it to an "order".


To make these changes I'm thinking I'll need a related "customer" portal in both the "orders" and "estimates" TO's. There would also be the need to select a particular "customer" portal row from the "estimates TO, once the estimate has been awarded for purchase to that specific customer. I was planning on using a pop over button to select the "customers" for populating the "customer" portals.


I would imagine I'll need a script to take the "awarded" estimate info over into the "orders" TO.


I've probably missed several key items, and thats where any suggestions would come in handy, thank you.