Creating A Invoice Subtotal Totals Etc

Oct 24, 2007

i was wondering if there is any easy to follow information anywhere or examples with how to do..Specifically on creating an invoice??

The form would need customer details then a subform with the qty, price per unit, extended price then a section on the form which works out the subtotal adds it to freight charges
then gst and finally the total.These all automatically then being placed in there appropriate tables..i Managed to figure this out once before but i cant for the life of me figure it out again..I have spent weeks trying any clues???

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Invoice Query (quantities And Sub Totals)

Jun 30, 2005

Hi

I am creating an invoice which has a subform of the products which the customer may purchase.

So within the invoice itself there is:

ProductID | Product_Name | Quantity | Unit_Cost | Line_Total


I am hoping to have the Product_Name as a drop down of all the products which are available and would like the Unit_Cost to automatically lookup the unit cost of the respective Product.
Could someone please help me as i dont know how to do it, at the moment its a case of the individual having to look at the unit cost within the Product_Name drop down, remember it and then enter it lol

Also, how do I have the Line_Total as a calculated field of the Quantity*Unit_Cost? Do I put it within the Order Details table (which handles the many-to-many) or within a query?


Any help or links directing me to answer would be great
Many thanks in advance

:: CNLIFEASITIS

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Creating An Invoice

Feb 18, 2006

I want to be able to produce invoices from my client database, and be able to have more than one item on an invoice. Probably best I attach the db. frmLayClientDetails is the main form with a sub form where I want to display a summary of that client's invoicing. A button on the form footer opens another form where I want to be able to insert multiple lines on one invoice, then a summary of the invoice is returned in the main form's subform. I am getting a message to the effect that I cannot add the detail on the invoice because there isn't a corresponding invoice number in the invoice table. So I'm not sure just where the invoice number is generated. I will also need a calculated field to sum the items on the invoice, but haven't got to looking at this yet.
Any help appreciated.

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Creating A Printable Invoice

Aug 21, 2004

I have a project for a movie rental company, and I need to be able to account for rentals. So, how do I create an invoice (form or report) that will show ALL rentals for a customer when they check out, AND print it? I have an invoice table, a customer table (customer ID used) and a movie list table, and that works for the form I've got, IF the customer only rents ONE movie, but what if they rent like seven? I'm not sure how to update the "invoice" table to reflect that, then get all of the information into a the required report for printing.
If more details are needed, respond and I'll post em, but I think that about covers it
thanks in advance for anyones help!
ttmmm

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Forms :: Form Creating Credit Invoice

Dec 24, 2014

I have a form with a subform. The form shows an invoice and the subform the items to be invoiced. On this form I want to have a button that creates a credit of this full invoice.

My question is now how to add the existing invoice and details again to the same invoice table (query) and same details table (query).After clicking this button in the two tables should be the original invoice/details and its credit.

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Automatically Creating Invoice For Customers Based On Set Parameters

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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Tables :: Creating Invoice System With Subform Within Main Form?

Nov 24, 2013

I'm trying to create an invoice system with a sub-form within the main form. The issue I'm having is that the data in the sub-form keeps getting overwritten each time a new record is created for the main form. So when I go back to edit an older record, the data in the sub-form is changed to whatever the latest record had in it. Is there a way to lock in the data in the sub-form so that it stays with it's own record?

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General :: Creating Invoice Button - Action Query Cannot Be Used As Row Source

Nov 29, 2013

I've created a simple database, with tables, forms etc but I've got stuck when I've tried to insert a 'Button' onto the HOME page which when pressed will display an invoice and give you the option of emailing to client or printing.

I think I've gotten messed up in my relationships or the macros which I've copied from another access template.

on the home screen, I click 'new quote' then 'view quote' when the window pops up and then when it tries to generate the invoice I get the error

'an action query cannot be used as a row source'.

I've put a copy of the database in my dropbox...

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Creating Weekly Report From Cumulative Totals

Mar 13, 2013

I have an excel report which I would like to run through Access to drive trend analysis and compare with other similar reports. The excel report has a cumulative spend figure each week and not the actual weekly spend numbers, the budget figure also can change depending on the actuals.

Excel report:

Week 1
Product ID
Customer
Yearly Budget
Spend

1122
Sam
100
3

1123
John
200
4

[code]...

Will I need to create a new table each week or can I link the file and it updates automatically?Can Access store the weekly data and just update it one week at a time?

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Forms :: Save Record For Invoice Before Saving Invoice Items From Subform

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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Invoice Form (invoice Master + Invouice Detail) Using Dao

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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How To Combine Products Of Invoice Into Single Invoice

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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Totals Query/sums/grand Totals

Sep 4, 2007

Hey all! This is my first post. Been searching through the net all day trying to find a solution to this problem. Basically i have a table that looks like this (regular text is what i have and bolded text is what I need:Name Date Qty MOBrad 12/12/2007 23323 4423John 12/11/2007 3445 4432 John 12/11/2007 344 4432 John 12/11/2007 45 4432 John 12/11/2007 44 4432 John 12/11/2007 3445 4432 Grand Total: (Qty)And then I'd like to be able to carry this over and display a grand total at the bottom of every page of a report that I would need to generate. Our company produces forms and we sometimes have 60 - 70 people working on a single job. We want to see their hours individually but we would also like to see a grand sum of all their hours. If someone could help with this or needs more info let me know. Thanks for all your help!

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SubTotal Query

Jun 19, 2005

Hi All,

I have been searching through the forum to see how I can do a query that does subtotals, but to much to my avail there has been nothing that specifically answers my question. So here it is. If I have two tables say one called A and the other B. Now in A there are two fields that I want to use and these are item and quantity (The quantity is the number of that item). In the other table I want to use the field rate. Both tables are related by the item. How do I do a subtotal query that gives me the subtotal for an item i.e. rate * quantity, and shows the information in the specific format:

item : quantity : rate : subtotal

Thanks
Greg

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Form Help (Subtotal)

Jun 28, 2006

I have a form with a control "TypeCode," it's set to:


=IIf(Year(Date())<=Year([date]),[qryVacation.TypeCode],"Other")

So that if the date on the form is less than the current year, the control will return "Other" in the box.

At the bottom of the form, I have a subtotal:

=Sum(IIf([Typecode]="Sick",1,IIf([Typecode]="Half Sick Day",0.5,0)))*8

This helps tally Sick day and Half Sick Days for me, but if they are a year old, then they should not be counted. Once I got the field to say "Other" I thought I was home free, but it is still counting the sick days.

I know it's probably still getting the value from the qryVacation, but how do I have it so it just subtotals off the form iteself?

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Subtotal On A Form

Aug 15, 2006

I have a form were I got the corrent fields:
date, account, ammount; the account field is a numeric field. What I am trying to do is to have a extra field on the same form wich will give me the total ammount for the relative account as soon as I have inserted the 3 data. What I don't knowis if I need a query to extract all the ammount for the relative account shown on the field "Account" or it can be done in a easyer way!!!

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Subtotal Row Formatting

Dec 2, 2004

Hello,

I have a code in my 97 Access db that exports a query in Access to Excel. The code also includes all the formatting needed for the Excel sheet including subtotal rows. What I would like it to do is automatically format the subtotal rows to be a different color so they stand out. This is part of my code:

xls.Cells.Select
xls.Selection.Subtotal GroupBy:=1, Function:=xlSum, TotalList:=Array(13, 17), _
Replace:=True, PageBreaks:=False, SummaryBelowData:=True

Since the data changes continually I have no idea which rows will have the subtotals.

Is there some code I can insert in my export code to automatically color or highlight the subtotal rows?

Thanks in advance for any help.

Elizabeth

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How To Run A Subtotal And Ranking Query

May 27, 2005

Have a table containing a column called "BOC" (Budget Object Code) that contains approximately 85 different 4 digit codes, with one selected for each row. (See sample below). Table has 30,000 rows of data. What I need to do is run a query that will give me a subtotal dollar amount for each unique BOC, and then display the results in descending order for both Obligations and Expenditures. Any ideas??

Sample Data:

COST CENTER BOC OBLIGATIONS EXPENDITURES
119900 2670 1000.00 500.00
119901 2685 2000.00 1000.00
119999 2670 5000.00 2000.00
119920 3130 5000.00 5000.00

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Running Balance / Subtotal

Nov 12, 2007

Hi

I haven't been on for a while. so hello everybody.

I am trying to keep a subtotal in a table. there is an index (actually its formatted text, but its a number and i can converted i.e. cdbl()). I was thinking that i should create one query with dmax in one column and and then use another one to show the value plus the previous value.

can anybody help me out please?

thanks,

Sam

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Calculating A Subtotal - Should Be Easy?

Aug 2, 2005

Hi all,
I have a subform within my form for quotations (see attached).

A user will manually type in "Repair Cost" and "Accessory Cost". The subtotal field is calculated using this expression =Nz([Repair Cost])+Nz([Acc Cost]) in the Control Source box
This is all Ok.

I want to subtotal these on the main form then work out the VAT and final total.

My problem is, No matter what expression I seem to use on the main forms subtotal, it will not work.

Here is an example of what I have tried:

=Sum([SubTotal])
=Sum[Forms]![TblQuotation subform].[SubTotal]
=Sum[TblQuotation subform].[Form]![SubTotal]

Nothing seems to work. :confused: Any pointers would be greatly received. Many thanks.

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Subtotal Data In Access Problem

Mar 7, 2008

Hi,
I am trying to work out away of subtotalling a field in access, similar to that of the subtotal function in excel,
Basically my table is structured so i have a store number column and a transaction number column so as an example my data looks like this:
Store noTransaction Num
1234522664499
1234522664499
1234533775599
1234533775599
1234544886600
12345611227755
12345622449955
12345677556699
The transaction number is made up of several other columns and basically represents an item sold by an assistant at a certain time - if the asst sold 2 items i will get the same transaction number appear twice, if they only sold 1 item it will only appear once.
I want to be able to count the transactions by store so i end up with a result like this (based on the above data)
Store no Count of Trans No
12345 3
123456 3

Can anyone help?

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Modules & VBA :: Subtotal Based On Month Not Day?

Oct 4, 2013

I have created some subtotals in some columns of data which for example are the dates, names, and amounts of invoices.

The code I used is:

Range(Range("C1"), Range("C1").End(xlDown)).Select
Selection.CurrentRegion.Subtotal GroupBy:=1, Function:=xlSum, TotalList:=Array(3)

This is working of sorts but it is giving me subtotals based on the day in the date column. How can I change this to group by the month?

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Reports :: Subtotal By Date Range

Apr 3, 2014

I have a set of records that contain the following attributes;R_Name, Cost, StartDate, EndDateI need to subtotal the cost for each R_Name by year. The start and end date attributes can span several years and I need the correct cost for partial years.

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General :: Subtotal On Subform Saving To Table

Jul 17, 2013

find the attached MS access DB for INVOICE printing . I am facing two issues there .

1. {form INVOICE } sub-total must be Calculated from line total on {INVOICE DATA Subform} , I know this can be accomplished by adding a new field at sub-form and calling that value to main form's sub-total field .

2. And the real issue is i want to save this value from subtotal on form INVOICE to table field name subtotal .

3.I wish to make a reporting format for each INVOICE NUMBER , whenever report is being generated , the report shows more than 1 invoice details .

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Create A Query That Will Return Subtotal For Order

Nov 16, 2013

I have set up a basic database that has a customer table , orders table , join table and products table. I have created an invoice form that has customer details and then in a subform has the order ID and product ID , name , price and quantity.I have a text box on the form to which I am trying to output the sub total to when the form is launched(quantity X price for the current order).I was trying to create a query that will return the subtotal for an order.I had the query calculating the subtotal but I was then trying to get t the cost based on the order ID. I was then attempting to get the Order ID for the query from the open form by adding this to the criteria in the query:

[Forms]![Invoice]![invoicesubform].[Form]![Order ID]

I was then trying to use Dlookup to put the result of the query into a subtotal text box by using:

=DLookup("[cost colum from query entered here]",[the query name was entered here]")

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Reports :: Stop Subtotal From Adding Detail Lines

May 16, 2014

How to keep Access from including the detail line items in my report total?

Below is a quick image of part of the report.

The report is compiled from two tables. The first table has detail information on each line, in four columns:

State Name Amount Quantity (Not used)

AL Store 1 313.94 60
AL Store 2 12.59 1
AZ Store 3 576.45 90
CO Store 4 172.22 24
CO Store 5 502.25 88

The 2nd table is a summary by state with three columns:

State Amount Quantity (Not used)
AL 326.53 61
AZ 576.45 90
CO 674.47 112

I'm trying to make the report group by state, then name, amount and a subtotal for each state. This all works fine in the report.

I want to also add the amount field from the 2nd table (State Subtotals) to the report just for reference. I've managed to make this work as well. (See State Total on image)

The problem that I'm having is that when I try to do a final total of the State Total column in the report footer, it seems to add the (State Subtotals) amount field on every detail line (See red numbers in picture. they are not actually on the report, but Access thinks they are and includes them in the final total).

So far I've tried different joins, hiding various fields, sub reports, ect. I just can't figure out how to stop Access from calculating the detail lines.

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