Creating a parts list by filtering from multiple sheets

Bwoods113

I have a parts database that has part numbers that correspond with the Equipment ID. I also have a work order sheet of current work orders that also has the corresponding equipment ID. Is a report the best way to generate a "parts list" for the current work orders? I have attached screen shots for both. Essentially I would want the report to look at the work order equipment ID and filter the parts database to show me the parts for Equipment ID 7183, 106, 372, and 648 (in this example). As those work orders change I would like the report to update to the parts needed. The idea behind this is that this would work as a purchase order as well when ordering parts. Any help is greatly appreciated. Please let me know if something doesn't make sense I am happy to elaborate just trying to keep it simple.

Parts Database.JPG

Work Order.JPG

Andrée Starå

Hi @Bwoods113 Brandon, 😉

I hope you're well and safe!

If you have the Equipment ID so they can be tied together in a column with the same name, you could group them by that in the report to have them collected by each id.

Make sense?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Bwoods113

Parts Report.JPG

Got them in there in the same column just struggling on how to set the filter to only show those top 3 equipment ID's corresponding parts.

Andrée Starå

@Bwoods113

You'd group them in the Report.

Did it work?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Bwoods113

Not sure what I am missing here, I apologize this is what I am getting when I do that.