How to include Individual Mark Ups % in Form

[sud2017]

Hi Experts,

I am trying to include individual mark ups % in my db for different opportunities. Currently I have one mark up which is in QuoteHeaderT Table. The Quote form has a subform which contain opportunity name, item names (belonging to each opp), item unitcost, item qty etc.

Quote form has option of selecting more than one opportunity and calculated textboxes in the main form gets the total cost of pursuing opportunities (item qty* item cost from subform) when opportunities are selected.

Now, I want to include individual mark ups% for each opportunity in the quote form.

Quote form looks something like this:

Quote No XX, Quote Name XXX
Customer XX,

Opportunity A, Total Cost XX, Mark Up A %
Opportunity B, Total Cost XX, Mark Up B %
Opportunity C, Total Cost XX, Mark Up C %
Opportunity D, Total Cost XX, Mark Up D %

User wants to be able to change opportunity mark ups for different opportunities while entering quotes.

I have two thoughts of accomoplishing this but need your advise:
1) creating mark up fields (Mark Up A%, Mark Up B%, Mark Up C% etc.) in QuoteHeader Table. This would be really lengthy but works.


2) creating a mark up table with 1 to many relationship with QuoteHeaderT table. I tried this option but couldn't succeed as a message pops up while entering a new quote that 'field can not be updated'.

Your help to approach this would be greatly appreciated. Thank you in advance for any possible help!

[orange]

More info re opportunities including a typical day/week in the business would help readers understand your issue.
Make your description in simple plain English.
You might even consider showing us a "quote" and some "markups".

[sud2017]

Sorry for being unclear in my original posting. Let me try again.

Purpose of my database is to perform cost estimation for different quotes in our company, which are for machineries.

I have developed a Quote Form for this purpose. While performing cost estimation for a machinery in this quote form, sometimes we only include a few components of a machinery, and do not include all the components that make a machinery. This completely depends on customer's requirement as to how many compoenents they want us to quote for, or to quote for the complete machinery. In my attached image, different opportunities (opportunity 1, opportunity 2, etc..) denote different components of machinery.

In this quote form, shown in attached image, cost of each component (or opportunity) is calculated in Cost US$ textboxes. I will be including TOTAL COST and TOTAL PRICE textboxes as well in the quote form that will sum up the costs of all of the selected opportunities. As you can see in the attached image, there is one Mark Up % shown at the top, which will apply to TOTAL COST, to get TOTAL PRICE (Price = Cost * (1+ Mark Up %)). BUT i want to include individual mark ups to each opportunity as shown in the image (column after engg hrs).

My question is where should i store these individual (component wise) mark ups? in a seperate table? 'Mark Up' shown at the top of quote form is stored in Quotes table, but because we can not apply same mark up % to all opportunities, I need individual mark ups for these opportunities.

My question is whether i should store these component wise mark ups in a seperate table? I did make a mark up table to store opportunity-wise mark ups and linked it to Quote table, but now, when i enter a new quote, it pops up a message that 'field can not be updated'.

Your help or guidance will be greatly appreciated.

Thank you.

[Minty]

Just store them as a number in the order line.
If you want to restrict them to a certain set of values then make table with allowed values in it and make the control a combo with that table as the row source.