Auto Populate Invoice Record With Same Values As Customers Previous Order
Jun 2, 2015
I wanted to auto populate an invoice record with same values as previously ordered by that same customer. I don't want to use default values as every customer orders different things.
BUT almost all customers make REPEAT orders of exactly the same things they ordered previously.
So...for example, can I search the invoice records by customer ID/Name and copy all the data from their previous into a new invoice record. I guess I could do this with an append query?
But will an append query run when I just click on 'new record' in the invoice form? Maybe there is a property '.on new record'...open append query....?
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Apr 29, 2015
How to fill values in a new record with data from previous record?
I've total 11 columns in a table and values in 3 4 columns are repeating for few rows before it needs to be changed eventually. I want to fill these rows with values from previous record.
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Dec 16, 2013
I have a company that has a field for MailingAddress and PhysicalAddresses for shipping. When I enter the mailing address information I'd like the shipping to automatically populate with the information; however, I want to be able to change the physical address, if it differs. Is there a way I can do this without using a combo or list box? I tried changing the control source, which works, but I can't go in and make a change on the physical address without it re-populating the mailing address.
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May 30, 2013
Ok, this is what I have, I have a database that has 3 tables, a year table, that all my forms get inputted into, a table that has manufacturer addresses on it and a table that has sampling locations.
On my form, I have it where there is a drop down box, so you can just select the name of the manufacturer and select the name of the sampling location. But what I want it to do is, that you select the name from the drop down box and then in another box or two it auto populates the corresponding street address, and city for both the manufacturer and the sampling location.
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May 8, 2013
I have a database that I will use for invoicing, but I would like it to automatically create an invoice for customers based on parameters set for that customer (e.g., monthly, biweekly, etc.). I have tables containing the customer information, the item they are being billing, the price, etc. I want to be able to have access automatically create the invoices and add them onto the invoice table each month.
Maybe there is a better way, but I thought that if I created a query for all people that are billed biweekly and all people that are billed monthly, that I could run the queries when applicable and then somehow write a macro that would go through the list of customers and add each of them to the Invoice table and add an autonumber. That way I could click run query, run macro, and then do my invoicing. I don't know if that is the way to go or not.
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Aug 26, 2013
I need to know how to auto enter the date of the previous record into a new record. I have this db for my vehicle log sheets and I submit monthly a claim for the business km from my company. I usually cant remember the date of the previous claim and have to scroll back until I find the field with a date. It will be useful if the date was copied into every new record until I edit the date when I submit the claim. What I ask is during the new month all the dates will be the same until I submit the claim. I do not know how to do this, and yes I have done a search.
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Nov 17, 2010
create a macro that automatically fills in the next invoice number in sequence",,I'm assuming this macro would look at the value of the previous record and add a one to itI don't want to use a AutoNumber field as I might need
(a) to modify value or
(b) need to skip numbers.
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Aug 16, 2013
I am creating a student database. I have crated a single table for this database and a form. Two combo boxes. I have created these two combo boxes named (Documents Submitted and Documents pending).
These two boxes I created using "Lookup coloumn". I selected "I will type in the values that I want" for both the boxes. After I filled the values in both as (CV, Ielts, Passport Copy, Certificates, photo id). After this I gave the name and selected "Allow multiple values".
Now in my form it shows both the combo boxes and in both the boxes it shows CV, Ielts etc. I can select multiple Items in both the boxes. I hope I am clear up to here.
Now at this point these two boxes (Document Submitted and Documents pending) are showing items (documents names) separately. What I want is to combine the values of both. I want to do is, if I select "CV, IELTS, passport copy" in document submitted box, rest of the pending names (Photo ID, Certificates) should automatically be filled in Document pending box. What ever I didn't select in Document submitted box should appear in Document pending box.
For better understanding i am attaching my file with it.
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Aug 5, 2013
I have several comboboxes (6) on my form.How to populate these comboboxes with values depending on selected value in previous combobox.
Example.Lets say that you select value "Audi" in combobox 1, then available values in combobox 2 should be "A4","A6","TT" etc. and if you selected "BMW" in combobox 1, then available values in combobox 2 should be "3-series", "5-series" etc...
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Jul 30, 2013
I have a main form and subform. The main form is bound to a table of invoices and the subform to a table of invoice items. I'm picking up the invoice number from the form to save it to the invoice items table, so I need to save the record for the invoice before saving the invoice items from the subform.
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Jun 29, 2015
I have a column "CAT" each time that CAT switches between 0 and 1, I would like my query to auto-create a "grouping" and increment the group by 1. What I am looking for is the output as shown below.
ID CAT GROUP
67 0 1
68 0 1
69 0 1
70 1 2
71 1 2
72 0 3
73 0 3
74 0 3
75 0 3
76 1 4
77 1 4
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Jan 9, 2006
How might I go about taking the values fo certain fields in a previous record and place them in the same fields of the current record, using either a query or VBA?
I've seen something about being able to utilize previous record data but for the life of me I can't remember where I saw it!!
Any help is appreciated.
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Aug 16, 2012
I have 2 fields, a "Total' field and a "Submitted" field. The 'Total' field value will never change as it is used for reporting purposes but the 'Submitted' field will be edited as the work is completed but the initial value should be the same as the 'Total' field.
Is there a way to have the data in the 'Total' be set as the default value for the 'Submitted' field?
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Jan 12, 2015
I have a database where I need to record student data, specifically marks and absenteeism. The marks are recorded each term as a running total. I have a final mark which needs to be equal to the 4th term mark.
I also need to record the number of days absent each term with a total at the end of the year.
My problem is that the term 4 mark is a in the previous record and the total days absent needs to be the total of the previous 4 records (term 1 - 4).
I using a create table query and an update query but that was a no go.
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Jan 11, 2008
I have a database where my indexed field in my table is a number set up like this (ex, 1111-0108) where the first 4 numbers are the record # (so can't dupe) and the second 4 are the month and year. Of course the whole field is indexed with no dupes but changing the first 4 provides the change.
Right now we enter manually when starting a new record in a form. Is it possible to auto populate the new record with the next number in the sequence for the first 4 digits and the current month and year for the second 4? If not, is it possible to auto populate it with the next number in the sequence for the first 4 and leave the next 4 blank?
I'm a noob as far as programming goes, however I built the database so I have a "fair" understanding of access.
Thanks,
Dave
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Dec 21, 2005
G'day. I've been browsing the forum trying to find a solution to a problem, without much luck, and am hoping that someone might be kind enough to help me more directly.
I'm a biologist and a newbie to access: with the distinction of being completely clueless about VBA. Nonetheless, I have been tasked with creating a database for storing data obtained from biological surveys of juvenile salmon and harvest/spawner surveys of adult salmon.
The bones of the db are in place and functional. The problem I have is streamlining the data entry process to minimise keystrokes/mouse clicks.
I have a subform for entering fish records with attributes such as 'species_name', 'fork_length', 'count', 'presence of tags, etc. The idea is that fish can be entered as individuals (count=1) or groups (count>1) with attribute data at the appropriate level (eg, fork lengths only entered for individuals. We typically measure the fork lengths of the first 20 individuals of each species and then tally the remainder).
One problem I face is that fish often occur in schools, and it becomes quite tiresome to click and select the same species_name combo box value for each record when entering multiple individuals of fish of the same species.
What I would like to do is set the default value for that combo box (on the fish subform) to match the value entered for the previous record.
I suspect that you could use the after update trigger to execute some code to change the default value each time something is entered manually into the combo box. Unfortunately, I know nothing about how to write the appropriate code.
Can anyone offer me some guidance?
Thanks in anticipation.
Sincerely,
Craig Dolphin
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Apr 12, 2013
I have a Contacts subform and would like to be able to double click to fill addresses, and details from the previous row...every person in our database even those living at the same address needs thier own record.. and since we only need to fill up to 5 records and review them, double clicking on the first name to fill up the next row with the previous addres phone number ect would be grand.
I am assuming we could fill out the new Full Name and double click on it to get the previous record filled to the new one. Don't really want to work with a query unless needed, but I have a little vba understanding.. how do I code this to make it work?
Full_Name_Dbl_Click
getPreviousRecord.Address(-1)
getPreviousRecord.Phone Number(-1)
getPreviousRecord.City(-1)
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May 17, 2014
In my database scenario, a patient would see a doctor and the doctor would check off fields in a form representing different disease symptoms that the patient has to calculate a final score (for ex. if the patient has 2 symptoms, the final score would be 2).
After a few months, the patient would visit the doctor again, and the doctor will have to fill out the same form, adding any new symptoms the patient might now have. I would like to have the disease symptom fields checked off in the previous visit automatically show up in the new form, so that the doctor only has to add the new symptoms, and then recalculate the score using both the old and new data (for ex., if the patient had 2 symptoms before and 3 more symptoms now, the score would be 5).
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Sep 3, 2014
I'm trying to figure out a way to get my access database to auto-populate data into a field based on the information I type into the first record.
So what I'm looking to do is that when I type a name into the UserName Field it will automatically fill in the rest of the field with the same information.
To clarify I'm looking for a way so that when I type something into one record it will fill the rest of the field in with that same information.
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Jan 5, 2006
I am trying to add a total to my order form but i am finding it a bit tricky, but once i have done this i also need to create an invoice, which should be simple enough but is quite difficult because of the way the system has been put together....
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Mar 23, 2008
I've been playing with the Northwind db to see if I can alter it to work a customer, order and invoice solution for my wifes business.
All I really need is customer contacts, order details and invoice generation from the order. (purchase orders, inventory, tax, shipping details all not relevant).
The more complex bit for the order is that her business is mostly mix&match from a range of products (wedding/bridesmaid stuff). So one order might be for 3 bridesmaid outfits, each outfit made from 6 options. e.g.
Bridesmaid 1. Top A(size 14), Straps B, Accessory C, Fastening D, Skirt E(size 12), Optional Item F.
Bridesmaid 2. Top A(size 16), Straps B, Accessory C, Fastening D, Skirt E(size 14), Optional Item F.
Bridesmaid 3. Top A(size 10), Straps B, Accessory C, Fastening D, Skirt E(size 10), Optional Item F.
Each item has a price, so the total price per outfit is sum of these. Price for order sum of outfits.
The invoice should show 3 outfits with detail and total prices.
I was thinking of either adding some parts from Northwind to the basic contacts db rather than trying to cut out the 70% of Northwind I wouldnt need.
My access abilities are best described as rubbish, does the above sound vaguley feasible for a novice? Or should I just pull my hair now in anticipation?
thanks for any help
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Jul 29, 2014
How could let me get auto invoice number.... like press Button or combo box??
Here we got some related info: 10 customers, each I'd like to get invoice number with their own prefix, example ICP, CUC and etc...
Then, I would like numbering to be incremental from each customer, mean: CUC001, CUC002, then, ICP001, CUC003 and so on...
When I need to put these invoice number into Data Entry table which like below:
Load Date>>Customer>>Particular>>Quantity>>invoice No
1/Jan/2014>>ICP>>part A>>100>>ICP001
3/Jan/2014>>ICP>>part B>>200>>ICP001
5/Jan/2014>>CUC>>part C>>50>>CUC001
18/Jan/2014>>CUC>>part B>>200>>CUC001
23/Jan/2014>>ICP>>part C>>50>>ICP001
I could not use 'Auto Numbering' for each line, as I need out some lines accumulated for one invoice number 'ICP001'.
My questions:
1. What can I do to let me Automatic generate invoice number which increment from last number?
2. What can I do to let me easy to put those 'invoice number' into my Data Entry table's invoice number field? (p/s: Append Query? Update Query?)
3. What if I need sorting (example to group ONE customer and ONE Particular) for my invoicing number? What I meant is ... let say there is 30 lines customer CUC with particular Part B in a same month, and I wanna get them into same invoice number.
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Jul 1, 2013
I have created invoices as reports but now I'm looking for a way to add an invoice number to it. It needs to be an auto increment number for every invoice for every client.
I have 10 different clients and I want them to have their own incremented invoice number. Every client has it own unique number. So for example in week 1 I want to have the following invoice numbers; 01-0001, 02-0001, 03-0001 etc. In week 2 I want them to be; 01-0002, 02-0002, 03-0002. It is important that every client has the invoice numbers without gaps.
What is the best way to realize this?
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Dec 29, 2014
I have the auto ID number set up set up on my Access database which gives me membership numbers. How do I have a supplementary auto numbering column to give me invoice numbers. You used to be able to do this automatically up until a few years ago. Now I have to enter them manually.
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Sep 18, 2013
I have a query with an INNER JOIN and ORDER BY that is working great. Now, using the same JOIN, I need to update values in one table with the values in another. I thought it would be simple until I learned you can't do an ORDER BY with an UPDATE. Is there another way to achieve the same result? If you remove the 'ORDER BY', the statement below doesn't produce an error but the results are not correct:
UPDATE TableA INNER JOIN TableB ON (Left(TableA.CDN,6))=(TableB.CDN)
SET TableA.HCC = TableB.HCC
WHERE TableB.HCC Like '241*' AND TableB.BBB = 'X' AND TableA.CCC = "1234" AND TableA.HCC IS NOT NULL
ORDER BY TableB.HCC, TableA.CDN;
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Jan 19, 2006
I have to add an invoice how can I do it.
Desgn of the ms access form is
Date (suggest me)
ShipMode (option button)
Buyer (combo)
Supplier (combo)
Indentor (combo)
Product UnitPrice UnitOfMeasurement Quantity
(combo) (textbox) (combo) (textbox) (btnaddrow) (btndeleterow)
(btnAddInvoice) (btnCancel)
Please suggest me how to do it.Any code or sample like this.
I don't know how to add new row of product e.t.c.
Please help me as I have never done any programming in ms access before
(Done most of web development,asp.net,jsp,coldfusion)
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