Contact, Order & Invoice Db For Small Business
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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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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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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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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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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Oct 10, 2012
I am practising making relational databases as I haven't used them before.
The mock database I am creating is based around a cleaning company.
I am trying to make a form which will display all of the bookings a certain cleaner has in the future. I want it to be able to display a booking along with the services (Windows cleaning, vacuum cleaning etc...) the customer wants.
At the moment, it is displaying each service (Window cleaning, vacuum cleaning etc...) as separate result on the form and it is not combined. They both have the same booking_ID from the booking table. How can I combine them?
It is far easier to understand what I mean by looking at the database (Attached). Take a look at the form I have created and then click the > arrow at the bottom to see what I mean.
Test DB.zip
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Mar 19, 2008
Good Afternoon All,
I am in need of you help in calculating this. Basically, I don't want the code to count zero. For example, today is 3/19/2008 - Date() should equal = 1 and not zero..
Here's some more examples:[lastfollowup] being 3/18/08
Date() - [LastFollowup] = 2
Here's my code:
DaysOpen: ((DateDiff("d",[LastFollowup],Date(),2))-(Int(DateDiff("d",[LastFollowup],Date(),2)/7))*2)+IIf(Weekday(Date(),2)>5,5-Weekday(Date(),2),0)+IIf(Weekday([LastFollowup],2)=6,1,0)-IIf(Weekday([LastFollowup],2)>Weekday(Date(),2),2,0)
Thank you,
John
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Jan 18, 2006
I am setting up a Database for my company, we want to do it in our local branch first then hopefully we can role the idea out to the entire company. I have started the database already just setting up the tables I need, I think my Design is slightly off though. I am asking for the forums help if that is okay, okay here is the setup.
Areas Needed:
Employee
Projects
Clients
Employee Area:
Date of Hire
fname
lname
salary
title
timesheets
etc...
Project Area:
project #
project name
client
budget info
etc...
Client Area:
client name
addy
contact info
etc....
Project area is going to be the main hub for everthing else, the project number is the key to the entire database. client will be attached to a project via project number, employees timesheets tracked by project number, invoices printed by project number. timesheets will generate the invoices to the client. You guys get the idea, I hope that some of you guys can help me in the spare time you have.
Again, i am looking for Design assistance, i will post a sketch of my design in a couple.
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Feb 22, 2006
I am trying to calualate the business from an Order Date. The Business Days are Monday thru Friday excluding Holidays. It is for a form that will Highlight (conditional Format) Order over five business days old that have not been completed. Has anyone done this before?
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Mar 22, 2006
Hi,
Is there any access formula that can calculate the net business days between two dates.
Regards,
Jatz
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Jan 24, 2007
Hi. I'm a freshmen currently in college and I'm taking business info systems right now... and well I'm just being paranoid. Anyway, i really hope this isn't at all too confusing or anything... but
For a hw assignment we where sopposed to like dl this database and just do random commands on it. Anyway, we're sopposed to save it at the end... and email the file to the professor who will grade it.
Anyway, I asked her how she would know if we actually did all the steps and shit... and how she could tell (esp if the directions where like... "1. filter this out." then "3. take out the filter."
she replied that access "saves" all the actions in a database in the document so she will be able to see all the actions that we took.
I did all the assignments, and I'm just being paranoid about my work right now... since it's the new semester and the teacher is SO NICE but very picky when it comes to grading.
My question is just to ask if anyone knows the "secret" command/function/button or whatever you do to basically do what the professor would do to grade my database / ie see that I did everything.
I just want to check to see all my work is good before I submit it to her.
Thank you so much for your time and reading this. :)
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Nov 17, 2006
I want to use a business card scanner, and use the data for my Access 2000 order database. Most card scanners, can send data to Outlook, can you go from Outlook to Access? Any advise would be appreciate it . . . THANKS!:o
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Oct 18, 2006
I am building a database for a Real Estate business.
I have 2 tables tblPurchasers and tblVendors.
I intend to write a query that will match the requirements of the purchasers to the properties for sales (from the vendors).
My issue is this (best illustrated via an example);
I run my Query on the 1st April and four properties are produced as being suitable for purchaser 'A'.
Purchaser 'A' immediately deems properties 1 and 2 unsuitable and views property 3 on the 6th April. Property 3 is subsequently deemed unsuitable as well.
I re-run my qury on the 10th April and five properties are produced as now being suitable for purchaser 'A'.
Purchaser 'A' has already dismissed properties 1,2 and 3 so i don't want to show him these again ....... how do I just ensure that properties 4 and 5 appear ?
Purchaser 'A' has already dismissed properties 1,2 and 3 so I don't want to show him these again ....... how do I just ensure that properties 4 and 5 appear ?
Something involving a yes/no box on a form would be the best method for me of implementing this (as it would fit in with the scematic of the database to date).
I imagine the properties (with a small photo) appearing and tick boxes headed 'Unsuitable', 'Viewed' etc be used to dismiss properties, which do then not re-appear.
MANY THANKS !
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Oct 27, 2006
I need to calculate the difference between to datetime fields. However, i need to exclude weekends, holidays and non-business hours. I also need to return the result in hours, minutes, seconds.
can this be done. if so, does anyone know how to do this, or is there code that i can implement and save for future uses.
thx,
john
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Dec 13, 2006
Hi,
I am trying to update a field on a form with a date that is +7 days from a date that is in another field, but the new date must only be a business day. Can anyone tell me how to do this?
Thanks
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Jan 22, 2007
SELECT
[(2) MAX BATCH].ID_CASE,
[(2) MAX BATCH].MaxOfDT_BATCH,
NOLDBA_LOG_DISBURSEMENT_DETAIL.DT_DISBURSE
FROM
[(2) MAX BATCH] INNER JOIN NOLDBA_LOG_DISBURSEMENT_DETAIL ON
([(2) MAX BATCH].MaxOfDT_BATCH = NOLDBA_LOG_DISBURSEMENT_DETAIL.DT_BATCH) AND
([(2) MAX BATCH].ID_CASE = NOLDBA_LOG_DISBURSEMENT_DETAIL.ID_CASE);
Can someone tell me how to find the ID_CASE's where
NOLDBA_LOG_DISBURSEMENT_DETAIL.DT_DISBURSE is less
than or equal to 2 business days (M-F) of the MaxofDT_BATCH in this query?
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Aug 21, 2007
I have a query that calculates business days. However if my end date is missing the query has error codes because the date its looking for is null. Can show me were to put the nz function.
here's the module for the business days
Function Work_Days(BegDate As Variant, EndDate As Variant) As Integer
' "Calculating the workdays between Dates"
' Note that this function does account for holidays.
Dim WholeWeeks As Variant
Dim DateCnt As Variant
Dim EndDays As Integer
BegDate = DateValue(BegDate)
EndDate = DateValue(EndDate)
DateCnt = BegDate
EndDays = 0
Do While DateCnt <= EndDate
If Not IsNull(DLookup("HoliDate", "tblHolidays", "[HoliDate]=#" & DateCnt & "#")) Then
EndDays = EndDays - 1
End If
If Format(DateCnt, "ddd") <> "Sun" And _
Format(DateCnt, "ddd") <> "Sat" Then
EndDays = EndDays + 1
End If
DateCnt = DateAdd("d", 1, DateCnt)
Loop
Work_Days = EndDays
End Function
and here's the query
SELECT [Reques_ID], Work_days([Date_Received],[To_Director]-1) AS Turnaround_To_Director,
Work_days([To_Director],[From_Director]-1) AS Turnaround_From_Director, Work_days([To_VP],[From_VP]-1) AS Turnaround_From_VP, Work_days([Position_Number_Requested],[Position_Number_Recieved]-1) AS Turnaround_For_Position_Number, Work_days([Date_Received],[Approval_to_mgr]-1) AS Turnaround_EPS, Work_days([Date_Received],[JOIS_Posted_Date]-1) AS Turnaround_To_Posting, Work_days([Approval_to_mgr],[JOIS_Package_Return_Date]-1) AS Turnaround_For_Package_Return
INTO tbl_turnaround
FROM Artifact;
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Feb 10, 2005
I have a date range of 1/01/2005 to 12/25/2005 for example. I need a formula to return the number of days between these dates excluding weekends. Basically I need to know how many business days are between these dates. Thanks for the help.
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Jul 22, 2006
I have seen a few modules that let you count how many business days between two dates. What I am looking for is how to count 10 business days from another field.
Say for example I have a txt box that auto populates =Date(). I want to have another txt box that will count 10 business days ahead and put that date in the box.
This is so I can have the db show a due date for reports sent in.
Anyone seen/done/have code for this?
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Jul 28, 2015
I have a mdb file that our company has been using for years and would like to continue. But I need to update our business name and address within the file so when I do reports and invoices it reflects the correct information. I am using Access 2013.
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Aug 15, 2007
Is there an Add in for Microsoft access that will using a gui based method, run queries, set up automated reporting (task Scheduler) in an easy to administer method. Quest Toad has a new add in Toad for Data Analysis. I am looking for something similar for access. Right now I am doing this manually via creating macros, etc. But there really should be an easier way.
Thanks
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Dec 8, 2007
Hello all,
I have 2 tables:
- Employee
- PackageTracker (Contains PackageNumber, date received, date sent, status)
I would like to query:
- which employee has the package
- How long have we had the package (calculate only business days)
- What is the status
I would like the things mentioned above to be ran in one query.
I am stuck with the calculations. I found a macro code to calculate the business days but I am stuck.
Please advise.
Thank you,
John
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Sep 27, 2005
Hi dont know how im gonna explain this but here goes,
I have a table of businesses and each business has vacancies and consultancy time under it through related tables, so i have
Businesses
|
------------------
|.......................|
Vacancies........Consultancy
I want to be able to display all the Vacancies for one company in a form and all the consultancy in one form, i know i could do it though querys but i have 600 companies and that would be ridiculous.
Is there any way i can do it by selecting a business and been able to see all records for that business.
Thanks for your help
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Sep 17, 2004
Is there a function in Access that will allow you to add business days to a date? I want to pull a date with a query and then add 5 business days to it to display in a report. Anyone know if this is possible?
Thanks.
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Oct 15, 2004
Hi, I'm trying to get some date tracking stats...
trying to get the average number of days between two dates using formula:
=Avg(DateDiff("d",[DateRec],[DateNumb]))
where datenumb was the first date app was entered into db and
where daterec is the date the first part of app was recorded.
this works but I'm assuming it's counting straight calendar days. I was wondering is there a way to get it to count only business days and not weekends or holidays in access???
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Jul 28, 2006
Hello,
I am fishing for advice on what systems people would recommend...
Currently, our system breaks down like this:
We use Peach Tree (old version - sucks) for accounting (this is where my question will kick in)
We use a rudimentary database I built for contact/prospect management (I intend for the above to become much more advanced as I learn, something more than "rudimentary as soon as possible)
We are incorporating a new phone system that will allow us to track may things and incorporate into our database (as far as area code reports, things like that as to track advertising effectiveness in specific areas
My question is this:
To eventually get to the point of having a fairly seamless infrastructure, what accounting software would you all recommend? Being able to integrate with an access interface is vital. We will likely get to the point soon where we hire someone to build a database so as my responsibilities will shift to more of a maintenance role, with support, rather than design...
This is a company that is built on paper, not a huge one yet, but decent size, and we want electronic info to increase efficiency...
I am looking into suggestions for a 20 - 40 person company. Currently, I am starting to look into MAS 90, and would love to get some insight.
Thanks!!!
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