Multiple reference proxy fields help

I have included the link to a related thread for this topic. I just need additional info/help and have described my issue under the link https://community.quickbase.com/communities/community-home/...

DonLarson
8 months ago
Kelly,

Lets make sure I understand the business case otherwise the advice is useless at best .

You receive a bill from the vendor, which creates an Expense record.

The line items on the bill are entered into the Dates of Service table

Bill #1234 from Vendor ABC

Line Item 3456: Date 2/26/24 Total $ 1500.00

Line Item 3457: Date 1/23/24 Total $ 1500.00

Line Item 3458: Date 1/1/24 Total $ 2000.00

Each Line Item has to be Invoiced to only one Client. In this example all three Line Items might be different customers on different Invoices or might go on the same one but your Clients PDQ and XYZ will NOT both have to pay for 3456?

If I have stated this correctly, then the relationships will work. If I am wrong then you need a more complex architecture.

------------------------------
Don Larson
------------------------------

KellyLyons1
Qrew Cadet
8 months ago
Each expense (our AP) we receive has many dates of services listed that we need to pay to the vendor.

Each "line item" or date of service that we are billed for needs to be connected to several individual/different client invoices (AR) by the date of service.

So would I be setting up a date of service table to be used only as a join table between invoices and expenses, using the Date of services? Then I would use my Links table to connect my expense to my client invoices?

------------------------------
Kelly Lyons
------------------------------
- DonLarson
  Qrew Elite
  8 months ago
  Kelly,
  
  Lets make sure I understand the business case otherwise the advice is useless at best .
  
  You receive a bill from the vendor, which creates an Expense record.
  
  The line items on the bill are entered into the Dates of Service table
  
  Bill #1234 from Vendor ABC
  
  Line Item 3456: Date 2/26/24 Total $ 1500.00
  
  Line Item 3457: Date 1/23/24 Total $ 1500.00
  
  Line Item 3458: Date 1/1/24 Total $ 2000.00
  
  Each Line Item has to be Invoiced to only one Client. In this example all three Line Items might be different customers on different Invoices or might go on the same one but your Clients PDQ and XYZ will NOT both have to pay for 3456?
  
  If I have stated this correctly, then the relationships will work. If I am wrong then you need a more complex architecture.
  
  ------------------------------
  Don Larson
  ------------------------------
  - KellyLyons1
    Qrew Cadet
    8 months ago
    From your example:
    
    Bill #1234 from Vendor ABC
    
    Line Item 3456: Date 2/26/24 Total $ 1500.00 (6 related client invoices)
    
    Line Item 3457: Date 1/23/24 Total $ 1500.00 (5 related client invoices) etc
    
    Line Item 3458: Date 1/1/24 Total $ 2000.00
    
    So each line item in your example, will have many related client invoices - which I currently connect right now through my links tables -
    
    What I am trying to figure out is how to connect the 2nd and 3rd line items on the example above in the same way. I have this already working using 1 date of service, I am trying to figure out how to connect the other dates of service to the many related client invoices.
    
    Does that clarify?
    
    ------------------------------
    Kelly Lyons
    ------------------------------

Forum Discussion

Multiple reference proxy fields help