General :: Order Payment Database - Balance Due
Nov 22, 2012
I am new to Access. I am creating a simple order/payment database.
I have tables for the orders and payments and have a relationship setup.
I created an order form with a subform for the payments.
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Mar 3, 2014
I'm currently stuck on trying to create a worksheet which calculate the balance remaining at the end of each Monthly Payment Period.
Monthly Payment Period: 1 to 300
Initial Balance: balance outstanding at the beginning of the Monthly Payment Period.
Interest: calculated by multiplying the Initial Balance by the APR (5%) divided by 12
Balance Remaining: calculated by adding the Interest and subtracting Total Monthly Payment.
The final Balance Remaining should be exactly £0.00.
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Mar 3, 2014
I'm currently stuck on trying to create a worksheet which calculate the balance remaining at the end of each Monthly Payment Period.
Monthly Payment Period: 1 to 300
Initial Balance: balance outstanding at the beginning of the Monthly Payment Period.
Interest: calculated by multiplying the Initial Balance by the APR (5%) divided by 12
Balance Remaining: calculated by adding the Interest and subtracting Total Monthly Payment.
The final Balance Remaining should be exactly £0.00.
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Nov 18, 2012
I am creating a student database in ms access2007 but finding difficult to go further. In my database, I have created the following
Student-info-table
SemesterTable
SessionTable
PaymentTable
Then a query from the payment that shows student I'd,arrears,amount due,paid. And balance
My question is
1.How do I transfer the students and their balance to a new semester and session
2.Do I have to new student and payment tables every semester bcos payment are made every semester
3. I want to keep each students payment for as long as they remain in the school
4. A session is made up three semesters how do I transfer students to a new session
May be my tables layout are faulty...
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Mar 20, 2013
I am creating payment database for a community gym, the data will be created on a data sheet.
There are 2 payment types monthly and annual (these are on a dropdown box with their own id number).
I have a joining date and a paid date, but reflected against the payment type ie 31 days or 365 days.
I have been trying to do something along the lines of:
if [monthly] (is selected) (so this would call up a 31days) date() is > [joining date] then give message to renew and same kinda thing for annual.
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Aug 23, 2013
I have been asked to create a database that creates orders, debits stock etc for my company. Now I have been asked to put in some kind of discount table with percentages for each individual item for each individual customer. What would the best way of doing this?
I figured in the Customer Table I would have a code such as 'CustomerADiscount' and 'CustomerBDiscount' etc. and then in my table maybe
Product A - CustomerADiscount - 10%
Product A - CustomerBDiscount - 20%
Product B - CustomerADiscount - 5%
Product B - CustomerBDiscount - 7%
This link these values up within a query? Would this be the best way of doing it?
Is Access able to determine a percentage in "10%" or "5%" or do I need some type of formula for it instead?
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Feb 27, 2015
I have a small database for producing various financial reports, by date period (from/to). It works perfectly except when there are either no payment records or no receipt records for the chosen period. Naturally enough, MS Access comes up with the message "Database engine does not recognize 'payment' as a valid field name or expression" --- !!!
Is there some way I can tell MS Access that I don't mind if eg the payment column result is zero?
The structure of the table on which the report is based (via a crosstab query) is :
transaction date
auto number ID
transaction type (either payment or receipt, chosen by form's drop down box) - TEXT
amount - CURRENCY
receipt type - TEXT
payment type - TEXT
fundno - TEXT
The crosstab query design is as per the attached jpeg file
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Jul 16, 2014
I have a project to take. It relates to school fee payments by students. I have created tables, query and forms for the same. The database is able to calculate the Balance using the query. Now my major issue is how do I go about Calculating the Balance for the second fee payment, given that the amount payable on the next payment will be the previous balance. I have tried to think using the nested if to try it, but invain!
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Dec 29, 2014
I hope this amendment to the code for the file attachment that doing a cumulative collection of the items purchased, but only "product code and place of storage," where the code works efficiently with the condition class code but I can not be modified to work two conditions together.
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Mar 15, 2015
I have a database tracking a budget. It is like a cash boom. I have deposit and make payments. Supplier, invoice# etc. I would like my form to show a running balance of my deposits and expenditure.
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Feb 17, 2014
I have created 3 tables for simple inventory.
a) Item details
b) stock in
c) stock out
All I simply want to do is create a new table by item id to show balance of stock.
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Nov 7, 2005
I am a modular housing sales consultant and I am trying to setup a work order database in access. This database would allow me to spec out a modular home for a prospective customer/client as they provide me with all of their home options (floors, exterior, doors & windows, interior, appliances, bathrooms, kitchen, etc.) and then print out an invoice with an estimated total.
I am currently using an excel spreadsheet and it is very cumbersome to use. I use it as an invoice and the invoice contains the following information on it.
Bill to:
Dealer Name
Dealer Rep
Phone, Fax, Cell
Ship to:
Customer Name
Customer Address
Phone, Fax, Cell
Home Options:
Floors:
Joist: (Structure Wood 2X8 Joist, Structure Wood 2X10 Joist, Plywood 2X10 Joist)
Carpet: (Cappuchinno, Biscuit, Pebble, Summer Straw, Praline, Herringbone, Cashew, Buckskin, Shale, Botanical, Cordovan, Stone, Cascade, Black Ice)
Vinyl Flooring: (Woodgrain #05296, Square Tile #57296, Mosaic #55296, Tan Stone #08296, Large Square Tile #07296)
Interior:
Interior Doors: (install, ship loose, 6 panel, flat)
Hardware: (Brass, Brushed Nickle, Round Knob, Level Handle)
Crown Molding: (4", 5")
Base Molding: (4", 5")
Appliances:
Color: (White, Black, Bisque, Stainless)
Dishwasher: (Standard, Power Scrub)
Microwave: (Over Range, Free Standing)
There are other options but this is just a brief listing of options as an example.
Each option would have a price attached, and selected price would be added to the invoice, and once work order is completed, the invoice would have options totalled. Ready for the customer and dealer to confirm and approve.
Can someone start me in the right direction on getting the tables setup for this - the one that I seem to be having the most difficulty with is how to setup the options for this invoice. I pretty well have a grasp on the others. I might also need help in relating the tables to one another.
I hope this all makes sense.
Any help would be greatly appreciated.
Donm
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Mar 19, 2007
Hi, I wonder if anyone could help. I'm in the planning stages of creating a order manager in access for multiple ecommerce sites.
Database will store data on Customers, Inventory, Invoices, Returns, Shipments, Credits, Quotes etc for all sites, and also custom reports. And the idea is to have the database generate the ecommerce sites automatically as static html, which can be uploaded. As the orders come in they will be stored online, and then periodically downloaded into the database.
The reason is we currently have 3 sites running and managing inventory and stock control is the hardest, as currently there are 3 databases controling stock! Also when a customer telephones its difficult to know which site they have ordered from which is unprofessional, and we have to log into every site just to find their order.
Future ideas:- Meaning we are going to setup more sites which will obivously make the situation worse. We also want to branch out in into eBay using the eBay API to download transactions and sales, and will therefore need a place to store the data.
Can anyone foresee any problems with such a system? Any ideas or examples?
Thanks for your time.
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Mar 25, 2013
I need to design a query in which order shortage is calculated with respect to fifo method for orders .
Attached is the logic
How to create it. and if i need to incorporate more than 10 orders , what is the best method for this ?
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Jun 12, 2007
Hi,
I am trying to design and build an orders management database for a clothing wholesaler.
Has anyone got any ideas on what entities i should have.
I thought:
Clients (Customer Details)
Orders (Inc. order date, ship via etc)
Order Details (sizes, quantity of orders per size)
Product Details (Product Code, colour, size, stock numbers per size)
Catergories (Shorts, Jackets, Jeans etc)
Suppliers (Supplier Information)
Delivery (Delivery Method etc)
However, loads of problems when i come to planning the sizes part. I have different product catergories with different sizes
And when i do the order details table, i need to enter order quantities for each different size for one clothing unit.
Any ideas?
I would also ideally want to link the order details and products tables by the product code number. I.e. When filling out an order In the order details table i want to type in the product code then have information from the product table automatcially fill in the gaps in the order details table, such as unit price, colour etc.
Hope you understand and can help me!!!
Thanks for your time
J
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Mar 22, 2007
I have an order database Access 2000 for an inspection company, tblInspectors, tblOrders, tblCustomers, I want to be able to calculate inspector pay within order database. Each inspector is an independent contractor, so it just needs to calculate percentage, for each inspection performed and total for pay period. Each inspector is paid a different percentage, which is stored in tblInspectors. Payroll is paid every two weeks . . . I've been trying to figure out the best way to do this ... :confused: Any advise be greatly appreciated.:confused:
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Aug 13, 2015
i am going to use the autonumber as an order number but I want " SC2015 in front of it so i end up with " sc20151 , sc20152 but next year i want it to change the year SC201650 .how to put the sc2015 in my report without any input from the user
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Jul 11, 2013
I have a table with about 290 record. When I'm in the "Form View" and click the "Next Record" arrow it scrolls by order of Employee instead of the primary key "Record Number".
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Oct 17, 2012
Because of certain design considerations and the amount of data I'm maintaining, I have chosen to use tabbed documents rather than floating windows or subforms.
The hierarchy is supposed to be a person who is categorized as either a client, family member, donor, etc. Further, a client may use one or more services. In the example, our client uses Specialized Home Care. However, the tabs are intuitively out of order: the people tab is left-most, followed by the Specilaized Home Care tab, and lastly the Client tab. It should be People, People:Client, People:Client:Service. If a person uses a lot of our services, there will be separate People:Client:Service tabs and the People:Client tab will scroll off to the right. I'd like Access to order them properly but see no way to do it.when the forms are opened, it's people first followed by the high-level classification (i.e. Client), and the lastly the specific Client:Service tabs. I would expect Access to open and display them left to right, but, as you can see, it doesn't.
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Sep 6, 2005
I have taken the Order Entry database sample from Microsoft and have added a "Wizard" type interface.
Question) I'm having trouble understanding how to get more than one Feature applied to a single new service.
- For example, If I add a new SERVICE to an ORDER, and I need to add all available FEATURES to that SERVICE, how do I do that? *see my attached database & relationships. The form of FEATURES is also attached. I just want to be able to check off the ones that apply.
(is this many to many? I tried a junction table but can't make it work)
I would really appreciate some advice on my Forms, and definitely advice on my Table / Relationship structure.
ps: My tblServices use to be called tblProducts. I then added the tblCategories, tblPaid, tblTeleServ, tblLongDistRate, tbl800Serv & tblFeatures.
Thanks in advance for your help,
jlig
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Nov 10, 2014
I have a table with entries describing a sequence of Tasks (tblTask)
tskID TaskDescription
10 Clean Room
12 Wash Dishes
etc
I have second table called Steps (tblSteps) that is related to tblTask via the field "StepNumber" which is a concatenation of [tskID] & "." & [StepOrder]
So if we look at washing dishes as a task then the steps are as follows:
StepID, StepDescription, StepOrder, StepNumber
202 Put plug in the sink , 1, 12.1
512 Turn on tap, 2, 12.2
205 Put in detergent, 3, 12.3
210 Place dishes in sink, 4, 12.4
435 Turn off tap, 5, 12.5
etc
If I decide delete the third step I get the following:-
StepID, StepDescription, StepOrder, StepNumber
202 Put plug in the sink, 1, 12.1
512 Turn on tap, 2, 12.2
210 Place dishes in sink, 4, 12.4
435 Turn off tap, 5, 12.5
Is there a simple way renumbering the StepOrder entries when one step is totally removed to give me the following?
StepID, StepDescription, StepOrder, StepNumber
202 Put plug in the sink, 1, 12.1
512 Turn on tap, 2, 12.2
210 Place dishes in sink, 3, 12.3
435 Turn off tap, 4, 12.4
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Jul 17, 2015
how to get some information to show up in chronological order.
For example,
It is showing up like this..
Week 1
Week 10
Week 2
Week 20
Week 3
Week 4
and so on
I want it like week 1
week 2
week 3
week 4
week 10
week 20
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Dec 6, 2013
I am currently studying Robert Jennings book entitled Using Microsoft Access 2007 Special Edition. In reading about specifying of the sort order and top value limits established by inner joins (pg 455), the author makes this statement.Access displays query result sets in the order of the index on the primary key field of the table that represents the one side of the top most one-to-many relationship of query tables.An example of a query with Orders, Order Details, and Products tables displays rows in productID (the primary key field in the Products table) sequence. He says that it does so because the Products table has a one-to-many relationship with the Order Details table and indirectly with the Orders table. I do not understand why the Products one-to-many relationship with the Order Details table is ranked as the top most relationship in that the Orders table also has a one-to-many relationship (OrderID is the primary key field) with the Order Details table and an indirect relationship with the Products table. The Order Details table has two primary keys (ProductID and OrderID). My attempts to change the sequence in which the table relationships were formed as well as the location of the tables in the database had no effect on the result.
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Feb 25, 2014
Basically working on a Customer Order Database for my carpet shop.
I have a Customer, Job and Order table. The order table contains the line items for each job and each customer can have many jobs.
I have a field in the Order table showing the item order status being either "Instock", "To be Ordered" or "Ordered"
I also have a Job Status field in the Job Table
I would like that Field to be automated depending on the item order status for each item on the job.
At the moment the Job status is a manually selected drop down box of either; 'Ready To Fit', 'Awaiting Stock', 'Items To Order' or 'Job Complete'
For example if all of the items had a item order status of 'Instock' then the Job Status would display as 'Ready To Fit'
If any of the items were 'To Be Ordered' it would display as 'Awaiting Stock'
I dont know how i would solve the situation of some marked as say 'In Stock' some 'Ordered' and some 'To Be Ordered' ????
Also the 'Job Complete' would come from another field in the Job Table marked with a check box...
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Feb 28, 2005
I have 2 databases Product, with 3 entries ProdID, ProdName and UnitCost.
2nd database Order has Order ID, ProdName, UnitCost, Quantity, SaleDate and Total.
I want to create a form to input data into the Order databse that allows me to enter several rows using the data from the product table by selecting ProdName(Product) from list and UnitCost(Product) being inserted into each row automatically as a new ProdName is selected.
Can anyone hsuggest how best to do this.
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Jun 4, 2013
Is there a way to order the values in a multi-select list box:
1,2,3,4,5,6,7,8,9,10,11,12,13,14,15,16,17,18,19,20 appears in the listbox as:
1,10,11,12,13,14,15,16,17,18,19,20,2,3,4,5,6,7,8,9 . Is there a way to have it appear as it does originally?
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