I am creating my first database. It will hold quote, job write up and invoicing information. We currently have two spreadsheets. One Spreadsheet is for quotes. It has the following info:
QUOTES
Date - Quote # - Customer - Cust Quote # - Part # - Part Name - Quote Due Date - Qty - Lead Time - Price - Unit
The forms we use for quoting include:
Buyer
Cust Quote #
Customer
Date Quoted
Lead Time
Part #
Part Name
Price
Qty
Quote #
Quote Date
Quote Due Date
As you can see we don't have the info for Buyer in our current spreadsheet.
The second spreadsheet is for jobs. It contains the following information:
JOBS
Job # - Qty - Quote # - Customer - PO# - Part # - Part Name - Est Hours - Start Date - Due Date - Price
The forms we use for Job Write ups include:
Customer
Due Date
Est Hours
Invoice #
Job #
Part #
Part Name
PO#
Price
Rev
Special Instructions
Started
I was thinking we would have three tables- Quotes, Jobs & Invoices. I would use the Quote # as the primary Key in the Quote Table and the Job # for the primary key in Job table.
My question is since a lot of the information for quotes and jobs are shared - how should I set up the tables. For instance the Customer, Part #, Part Name is actually shared information. Would I put the majority of the information in the Quote Table and share it with the Job Table. Sometimes we don't create a quote when we receive a job.
How would you set up your tables? I am using Access.
Software/Hardware used:
Access
ASKED:
November 16, 2012 11:39 PM
UPDATED:
November 19, 2012 1:41 PM