We are creating a request queue for ordering office supplies that we can also enter the cost of each item once the invoice is received.
I created a dropdown field for the supply items, but realized I couldn't add a qty or cost field associated it with.
If anyone has done this type of queue I'd love to learn how you set it up to get the reporting needed. Thank you.
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I’ve modeled such “Price Books” a few ways:
Happy to discuss the latter if you’re interested: email@example.com
Thanks for the reply and the options. I'll need to speak with our system admn about the third option.
My answer was also to use the Expenses object. I made a custom form as Expense type attached to each project and then I created a report with all the fields and we are able to fill in the expenses for each project right in the report. I haven't done it for requests and am not sure you can enter multiple line items on a single project (ie the request queue project for your office supplies) but I would play around with this idea.