Hello, just want to ask on how to report a two detail report.
I am creating an Account Receivables report that displays all the invoices for a customer as well as the payments received against them and also the balance due on each invoice.
1) The first detail have the records that are not paid or not fully paid
2) Second detail contains the Returns.
3) Third, set off payments against the respective invoices and calculate the balance due on each invoice.(or) balance unallocated payments as the case maybe.
4) Total days outstanding for each invoice grouped as 30, 60, 90, or over90 days old.
I can manage the fourth one, but I need help on the others. Can anyone please help me?
I have recently set up a small stock system for my company, and during the last stages i was setting up the user groups and security settings.
Unfortunatly i am now in a position where i cannot modify anything at all! It seems i have set up the 'Admin' group, myself, with no permissions at all. i have one copy of the DB which has a database password, which i know, but no rights to change user privlages nor the ability to open exclusive. There is only one user set up - 'Admin'.
I also have another copy which has no DB pass, but fails to open due to access rights again.
I think i have made a real boo boo. Unfortunatly as all the tables, forms, queries and macros are protected i am unable to even import them into a fresh database without a complete rewrite.
1) How do I add an icon to a form in ACCESS 2007 (and where do I get it from)? 2) How and where do I create different user accounts for the data base (ACCESS 2007)?
I'm new to MS Access and these group forums, and have just taken over an admin role, so please bear with me.
I'd like help with the following. Just nearly had a catastrophe with MS Access, but luckily I've managed to get it back to what it was this morning.
We have a Task Database, set up years ago, which is held on a centralised server, and each person accessing the database has a folder called C:/Task, with a Task.mdb icon, which then links to the main database. This works OK.
I also have a database on another server, which is used for logging problems, and handovers. I've set this up as a One stop shop, with a nice front view, from which I have links to all our databases, and other documents, one of which is the Task Database. This worked fine until this morning.
What I was attempting to do was to setup access to that it recognises the person logging on, and instead of saying Hello Admin, it will say Hello xxx.
I tried setting up a new multi user environment, by updating the Workgroup Administrator. I set up a new .mdw file called system.mdw, which worked on my task database, when I logged on directly.
However, when I log on via the front database, it won't open up the Task Database, as it says that the system.mdw file is in use.
Is it possible to set Access up, so that you can use logon account on more than one DB ???
I've now reset the Workgroup Administrator to point back to WINNT/system.mdw, and it now allows me to access the task db from my front db... So, I'm back to square one.
I've created a database and I now need to set up user accounts for access to it, so that I can restrict who has read only and who has write only permissions.
I've done this before and never had a problem! But this time, whenever I try and create a new account, the following message is displayed:
Cannot update. Database or object is read-only.
Can anyone help as to why I get this message and what I can do to stop it! Whilst it does this, I can't create any user accounts.
I moved my access database and not my user account do not have privelages. However, the group accounts they are linked to have been set-up correctly. Why would my group account privelages be ok, but when I look at each user individually they have no privelages set. I'm confused as to why this would be if the users are in the specific groups I have set-up.
Through years of hard work I have created a fully functioning double-entry accounts system with epos and inventory management capabilities for my retail business.
Each transaction is stored once - either in tblPurchaseInvoices, tblSalesOrders, tblPayments, tblReceipts or tblJournalEntries.
The double entry part is created automatically by queries as is all the vat/sales tax information. Producing: qryPI_VAT, qrySO_Vat, qryPaymentVat, qryReceiptVat, qryTradeDetors, qryUnpaidInvoices.
The audit trail then combines all of these queries (a total of 11!) in a union query. This is obviously a very slow process and produces 63,354 records currently. Searching for information in this list is a nightmare as are calculations!
Can anyone point me in the right direction of creating a more efficient audit trail. I would have thought one transaction table would be the way to go but I can't see how it could be done.
Put simply - when I do a find it displays the first account that matches it, then, when you leave the find screen and hit the "next record" key it simply displays the next account (i.e it no longer matches the search criteria).
So my question is, How do I search records, then skip through ALL accounts that match the criteria.
example: 100 accounts in a database. 50 accounts are assigned "Mr A" and 50 "Mr B". Mr A and Mr B sit down to work - hit find, and type in their name. The form shows 1 account, and when mr A hits next fifty times it should not move on to mr Bs (possibly a "no more matches/records" message?).
I hope this is clear enough - and thanks in advance.
ps - I heard something about one form to search - and a subform to display results - the search criteria is static in form one, where as the subform can be skipped ("next record" pressed). But trust me - Im inexperianced :p and would need a nice newbie friendly description of such technological witchcraft.
I've created an accounts package for my business using access 2003 and I'm just thinking of some time saving features.
We need to email our invoices to our clients.
Normally we print out an invoice, scan it back into the computer, save as a PDF and attach to an email manually one by one.
My package can now print to PDF (saving one step), but what I would like is to be able to print to PDF and attach to a new email (with the email address coming from the customer table) and possibly attach more than one PDF to a single email.
I know you can use
Code: DoCmd.SendObject acReport, stDocName
to send a report but I would like it as a PDF as my formatiing is lost using that code and we normally send PDFs to our clients.
I have a few tables, one of which stores a record of changes made to user accounts, and some of those changes are linked to a "multichange" table for when I have made the same change to multiple accounts.
What I am trying to do is select the change_id from my changes table, with a limit of 1 as I only want one result (it will always be the same) but I am using this query and getting a syntax error telling me I have a missing operator.
Code: SQL_SELECT = "SELECT change_id from dbo_user_change where username = '" & username & "' AND change_type = 'new account' LIMIT 1" Set qresults = CurrentDb.OpenRecordset(SQL_SELECT) Do While Not qresults.EOF multichange_id = qresults.Fields(1) qresults.MoveNext Loop qresults.Close
I have a query which looks at a linked table (ODBC to SQL Server) in order to return a list of sub-accounts associated with an account. If I run it as a pass-through query it executes correctly, returning a list of the sub-accounts. If I run it as a query in Access it return the correct number of records but each sub account has the same name as the main account, as follows.
I have a report , which i print every month and it consist of of more than 500 pages. This report is based on a Query called L_Inv2. i want to filter and loop this report based on the filed AccountReference with in the query. And save as PDF for individual accounts.
i have also created another query based on the L_Inv2, Called L_Inv4 which only got the record of account numbers as a AccountReference
i am trying to use below code but some how this is not working.
Code: Private Sub Command43_Click() Dim db As DAO.Database Dim rs As DAO.Recordset
Looking for efficient table structure for this. Let's say I have a list of contractors who will get paid a certain amount of money each week. The amount of money changes each week by measuring the amount of work done, giving it a price and calculating it. The fields are these:
[pk]WeeklyWorkID WorkID Quantity UnitPrice Total=Qty*UnitPrice (not stored in this table) EmployeeID WeekID
So far, it's all good, but we wish to pay the contractors in an unusual way. Let's say he makes $16,000 of work this week, and we want to pay him using cash AND/OR either one or multiple debit cards. For example:
We can only deposit $7,500 max in each card. But it's even worse... two or more contractors can SHARE the card and it's not always the same card. Sounds pretty funky, but it's what the company wants to do. So, what would you recommend me in this case?
I'm guessing I'm gonna need these tables: tbWeeks to hold the week number, tbCards to store the cards' info, and an extra table to make a many to many relationship between the cards and the employees.
How to build query to give daily balance across bank accounts? (to then plot in a graph)
Assumptions:
* There is a table TRANSACTIONS which includes columns TRANS_DATE, AMOUNT and BANK_ID. It does NOT include a column for balance. So current balance for a bank account is the sum of the AMOUNTs for that BANK_ID for example. Balance on date XX will be the sum of all AMOUNTS for that BANK_ID for all TRANS_DATE's prior and including the date XX. * Table BANKS which has BANK_ID and TITLE
Would like a query that gives: Supply StartDate and EndDate for the query:
Using Access's User and Group Accounts or Using a Login Form to access database?
I've been researching on how to make a database secure. How to create User and Group Accounts on access, I see the step by step instructions and tried it out myself.
I also saw some sites where they give an example of a Login Form and how to create one.
My question is do you need to create both. First create the users and groups to permit or deny access to certain forms and then have a login form?
But would that mean that they'd have to login twice? Once when the database opens because it activates the db security that was created and then login again in the login form that was created?
Also when the user logins in and clicks on the cmd button on the form which opens up another from, frmWorkLog, I have an Employee field. This field I want it to have the user's name entered automatically and "locked". So that info, employee name, is extracted from the user's login. So then the user can only see his or her records only and no one elses.
How would I go about creating that. Hope I made my explanation clear.
First I would like to give thanks to all the knowledgeable folks here who have helped me with my DB to date. It is working and every one is very happy and I have learned a lot.
So now I would like to add some more functionality to this existing project.
My DB is for data input of customers for a drawing. It has the following fields: Id, account number, first name, last name, date/time, score1, score2.
I t is taking a great deal of time for the users to enter in hundreds of entries a day. Most of the entries are customers who are already in the DB. I would like to get the fields to auto fill the data for existing customers say after the account number is entered. So after you put in the account the name and any other pertinent data would shows up saving users from typing it in again.
The first problem I am having is that this is still a data entry form and I can’t figure out how to be able to see the account information and still add new data to the record? The new data is a daily score they get.
Second I haven’t figured out how to call up the customers information from just the account field.
I’ve googled this and haven’t found anything terribly helpful.
