Multi level sub Assembly- Can I get the children rolled up under the great grandparent

#1

I have a 4 level part Hierarchy. The lowest level contains individual parts but some of the low level parts are simple assemblies. I can create kits for these simple assemblies, Screws, nuts, bolts, labor etc… But when I want to roll up that assembly into a parent assembly things get wonky. I figured out how to get 2 layers of assemblies to play nice but I need up to 4.
Low level assembly A rolls up and is part of Assembly C which is then part of assembly F which then becomes part of the finished assembly J.

Can I get all the assemblies costs to roll up and show one final cost of goods for assembly J?

0 Likes

#2

You should be able to roll up through the hierarchy. So a field in Assembly C rolls up the values in Assembly A. Then a field in Assembly F rolls up the values in Assembly C. Then a field in Assembly J rolls up the values in Assembly F.

0 Likes

#3

Thanks David. I need to know how to do it? Is my formula wrong or are the various fields pointing to the wrong parent?

0 Likes

#4

I’m assuming you have a Currency field called “Cost” in the Assembly A table. Make sure this is formatted correctly when you set it up.

In the Assembly C table you would have a Link To Record field that links to the Assembly A table. Make sure you tick “Allow Linking To Multiple Records”. In this field, for each record in the Assembly C table, you select all of the components that are needed from the Assembly A table. Again in the Assembly C table, make a field called “Cost”. This will be a Roll Up field that uses the Link to Record field we have just created. This will roll up the “Cost” field from Assembly A table. Type “sum(values)” into the aggregate function field. Make sure this field is formatted correctly (into £s or whatever).

In the Assembly F table you would have a Link To Record field that links to the Assembly C table. Make sure you tick “Allow Linking To Multiple Records”. In this field, for each record in the Assembly F table, you select all of the components that are needed from the Assembly C table. Again in the Assembly F table, make a field called “Cost”. This will be a Roll Up field that uses the Link to Record field we have just created. This will roll up the “Cost” field from Assembly C table. Type “sum(values)” into the aggregate function field. Make sure this field is formatted correctly (into £s or whatever).

etc.

0 Likes

#5

Thank You. I will try that. :slight_smile:

0 Likes