Complex mapping

Question

Hi all,

I have something which I hope that someone can help with. I'm a fairly advanced SugarCRM user with a good knowledge of Studio, but this one is proving rather testing

I have a need to map a situation in Sugar along the following lines:

A company contracts out services for departments A, B, C, D etc. These contracts have providers, and an expiry date.
In Sugar, I want to be able to see when these contracts expire...
... and which companies are taking out a contract with which provider

what I have done so far is to create a subpanel, where I can add a new/existing provider, assign them to a department, and give their contract an expiry date.

The problem is that in doing that, I am assigning a dept/expiry date to the provider. It means that when I look up other companies who use that provider, the dept/expiry date is set from when I edited it previously.

What I'm trying to do is add a provider to the company, but then create a dept and expiry date specific to the relationship between company and provider.

I'm racking my brain trying to think of how to do this in Sugar - does anyone have any ideas...?

Cheers,
Paul

Paul Squires · Accepted Answer

Paul,

It sounds like you already created a custom module for the partners. You may be able to use this scenario:

Use the Contracts module (or create a custom contract type module) to store the department and expiry date. Then relate the account (company) to both the Partner and Contract.

You can then run a report that displays the Company Name, the Partner related to the Company, and the related Contract information.

Hope this helps,

Lori