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Good Afternoon,
I have put a couple of post on here before about creating a CRM solution for our business, this is now the 5 attempt at producing this, after many trials en errors. Using OOTB tables from dataverse etc, i have now got quite they way into ver 5 which is using customs tables for instead of OOTB tables and it is going very well.
I am struggling with a couple of aspects, one of which being Purchase Order Lines, so we get a PO from a customer, we would enter the details, one including our inventory items which are the customers parts, we just provide a service for them being painting.
Our ideal situation would be to have the inventory as a price list for the customer parts per part, and then have the ability to add these parts with a quantity to a lead, quote, purchase order & delivery note. I am using a subgrid to view the items and allocate to the purchase order, but i cant figure out how to add a quantity to the line items without affecting the original inventory table.
I have also used ChatGPT to see if it would give me the answer, it suggested 2 ways of doing it which is using a middle table between the 2 ie inventory and purchase orders called invetory Purchase Order Lines. Tried this couldn't get the tables to link all 3 together, but it also suggested having the quantity column in the purchase order table and then adding this to the subgrid view under related so that i can add a quantity of customers item's to purchase order without effecting the data in the original table.
Does anyone have any other suggestions?
Been a couple of hours of trial end error, but I have somewhat got there. I have used a middle table and got one to many relationships on either side. This seems to work and I am able to put quantities against the products. However I now have a new problem, I have created a test customer purchase order added the items however when I go back into the order the items have disappeared, is there a key I am missing or something?