Hi,
Rather than use a status indicator, another option might be to hold an estimate_date, order_date, invoice_date etc as new fields on the headers table. Then the presence of a tick and valid date against any of these would indicate what stage the job was at.
Additionally, add a line_date to the lines table to show when a line was added and compare it to the dates in the headers table to see whether it has been added to the estimate, to the order, to the invoice etc.
This should enable you to see a sort of 'history' as to what went on.
In the attached example, I've used a 'calculated field' as a simple explanation as to what stage a line was added; it's a 'nice to have' but not strictly necessary as you can work it out from the dates alone.
It's an approach that seems to give a fair amount of flexibility (you don't have to start with an estimate but can go straight to an order etc).
But as I said earlier, there's lots of other options but I'm minded to keep it to standard MVD rather than using a script.
Regards,
Derek.
Post's attachments haciam a.zip 344.4 kb, 398 downloads since 2021-07-15