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Enter multiple quantities line by line in the interface.

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HirenViraiyda
5 - Automation Enthusiast
5 - Automation Enthusiast

Hello,

I am creating a management system for tracking the required materials for projects. In each project, there will be predefined material quantities needed to complete the project. When the work on a project starts, the user will generate a Purchase Order (PO) (third table) and add multiple materials through the interface. I need some help in creating this interface.

The base design is as follows:

I have two base tables. The first one is called the Master Material Base, and the second base is called Jupiter Castle.

The structure for the Master Material Base consists of one table called the Master Material Table, which contains four fields: code, description, type, and unit. I have granted permission to share and sync this table with other bases

In the second base, Jupiter Castle, I have the following design:

(First table): I have synced the Master Material Table into this base.

(Second table): I have created a new table called Material Tracker, which contains the following fields:

  • Line ID (Primary formula field)
  • Level (Single Line Text)
  • Section (Single Line Text)
  • Code (Linked record with the first table)
  • Description, Type, Unit (Lookup fields from the first table)
  • QTO

(Third table): I have created another table called Quantity Order, which contains the following fields:

  • PO # (Single Line Text)
  • PO Date
  • Qty Ordered (Number)
  • Vendor (Linked to another table)
  • Code (Linked to the second table Material Tracker)
  • QTO (Lookup)
  • Line ID (Linked to Material Tracker)

Currently, I need help in creating an interface where the user can add the following fields and submit the data. It should then reflect in the base tables.

The user will add:

  • PO # (Text)
  • PO Date
  • Vendor (Select vendor)
  • Code (Required as input text to search for the Line ID)
  • Line ID (Based on the entered code, fetch the Line ID)

Use case: When the user searches for the code, the Line ID data should be fetched. The user should be able to select multiple Line IDs and add the order quantity for the selected Line IDs. The user should be able to select multiple Line IDs and add quantities for all the selected Line IDs (Currently, I'm facing an issue with this part).

Once the user submits the form, the data should be saved in the third table (Quantity Ordered table).

Please also suggest if changes to the base tables are required to fulfill this case.


 

1 Solution

Accepted Solutions
TheTimeSavingCo
18 - Pluto
18 - Pluto

How does this look?  Each record in on the side would represent one PO, and you'd add one record per line item that would allow you to select the appropriate Material and set the Quantity for that material that was being ordered:
Screenshot 2025-02-05 at 3.12.47 PM.png

Screenshot 2025-02-05 at 3.12.18 PM.png

Screenshot 2025-02-05 at 3.11.58 PM.png

 

Screenshot 2025-02-05 at 3.11.56 PM.png

And I've set it up here for you to refer to!

See Solution in Thread

3 Replies 3
TheTimeSavingCo
18 - Pluto
18 - Pluto

How does this look?  Each record in on the side would represent one PO, and you'd add one record per line item that would allow you to select the appropriate Material and set the Quantity for that material that was being ordered:
Screenshot 2025-02-05 at 3.12.47 PM.png

Screenshot 2025-02-05 at 3.12.18 PM.png

Screenshot 2025-02-05 at 3.11.58 PM.png

 

Screenshot 2025-02-05 at 3.11.56 PM.png

And I've set it up here for you to refer to!

Hello @TheTimeSavingCo ,

I have achieved the interface part that you showed in the first image, but I'm not sure how to add the PO # and PO Date when creating a new order.

Thanks.

Ah, you'd do that like so:

Screenshot 2025-02-06 at 3.19.29 PM.png