Grouping data from Project managment stages window and copying it to a new sales qutation
Respondida
Hi,
I am trying to create an automation where a user will click on a new button on the Project form (Project Management window). the system should SUM the quantity in the Stages / task lines and group by the stage value before creating a new sales Quote with the grouped lines as the quote lines. the project might hold up to 150 rows.
Is this something that I can achieve with a line loop / macro / other?
Thanks,
Lior
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Comentario oficial
Hello Lior,
Yes, you can create a LineLoop with the option SUM that will return in the final result the valur you need to the desired field =)
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Hi,
I am not sure that you understand my request correctly.
The project stage table will hold for example the following matrix.
Input:
itemCode Quantity Department 1 1 A 2 2 B 3 3 C 4 4 A 5 5 B The result copied over to the sales quote should be summed and grouped by deparment:
Result:
Department Quantity A 5 B 7 C 3 Can I use Line loop to get a summery by group as exampled?
Thanks,
Lior
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Hello Lior,
This is more complicated, you need to use a LineLoop but also create a temp table, that will be updated with every Line UF that add a line for each type but if it already exist add quantity. At the end of the loop you will obtain the result.
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Hi,
I thought of this solution my only concern is that 20 users will be running this functionality all at the same time.
Isn't there a risk that one will overstep the other?
Thanks,
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Hello Lior,
If they are going to create a lot of documents at the same time, you can create different tables for each one of them.
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