I just came into this conversation and I don;t see the history of all of the
posts here. I know this is not a direct answer, I am confused as to what
your question is. We do somthing similar so I would like to throw out some
ideas, I hope they will help . I own a photography studio, over the past
15 years I have slowly put together the Access program that we use for
everything now. We often give quotes to customers, this is how we handle it -
without getting into the detail, it is the concepts that are important;

-Our table structure is separate for invoices and quotes - think of the
quotes table as a duplicate of the invoice table without the unnecessary
fileds. For us we have tblInvoice and tblInvoiceDetail for the sales item
activity - tblQuote and tblQuoteDetail for the quote's sales item activity.

-This allows tracking of potential orders, creating an invoice from a quote -
then later on using that same quote to create another invoice (acts as a
template). You can also create a quote from an invoice, if you want to store
it for future use or if the customer backs out of the deal.

-For us a job is a portrait session, we can attach the same job to quotes
and/or invoices (no real point to mentioning this except for the idea that
some common 'information connections' can be used in more than one place).

-You could have a quote 'status' field in case there is any sales/service
follow up needed. Or a contact log table that linked to the quote table if
you needed an itemized history of follow up and triggers to follow up ...
FollowUpDate field kind of thing ...

-Since no money transactions can be attached to a quote, this separates the
database structure and makes it less confusing from a design and usability
point of view.

Hope this helps,
Roger



babs wrote:
Haven't heard back still need help see below:

Sound like not a bad idea. It is just that 2 different people will be
inputting the info and the quote person does not need to enter
truck#,ticket#, and some other fields in. HOw can I handle this that the
quote person doesn't see those fields but the invoice person does??????

Thanks,
Barb