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I have all the data I need in QuickBooks to feed a scheduler. I know I can put the rough in of the job and the trim of the job on the calendar but I need to stop the trim from having access until the rough in is complete.  I'd like to be able to see what is needed to be done on the schedule or what point is the task at by looking at a report that would show - oops accounting has not billed for that rough in so the trim cannot be scheduled. 

is that an option?

micheleh:

is that an option?

It should be.  From what I gather you're trying to build a scheduling app where A must be complete and billed before B then C is available.  I would look at your scheduling lookup table and add columns to cover complete and billed status.  When you poll a customer to figure out the next step, your lookup table can tell you if A was complete and billed.  Ideally you have one table with minimal columns you can use to poll a customer quickly - use this table to get critical details like status, billing and their record_id.

Hope this helps,

~C