General :: Creating A Database For Creating Quotations
May 20, 2015
I am creating a database for creating quotations. The quotation number is generated using the date, for example the first quote today would be quote number "05202015-1" because it is the first one today. The next quote today would be quote number "05202015-2" and so on. Is there a way to make access automatically generate these quote numbers based on the date?
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Nov 4, 2014
is there a way to create a profile on each person on my database, to show their contact details and whether they've made a purchase from me before, or must I literally just make a table entering each individual person and purchase?
My boss (in another job) showed me very quickly an extremely old database one of his old employees had made for him years ago containing all of his clients, each shown individually, and he was able to click through each one, and each window showed the client's name, contact details, personal details, etc. and he just had hundreds of entries for all of his clients and was able to scan through each individual one. I am 99% sure he said it was on Microsoft Access that he'd done it.I just want to monitor how many of mailing list subscribers have also made purchases and whatnot, as I do rewards for them, and it'll be much easier to view each person's profile and the orders they've made than have to scan through a table to find each separate order?
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Jan 1, 2013
I am looking to create something called a "transactional" database that tracks historical information.I want to track and keep a record of employees at my organization who have had disciplinary action. We currently have a 5 step approach leading to termination.Eg. Step 1: receive Letter #1 Step 2: receive letter #2 + manager meeting step 3: receive letter 3 + manager and director meeting, etc etc.
I believe this is transactional because for each employee, we would need to see when they received the letter in the past, and an employee may receive two or three "step 1 letter 1" notices due to whatever circumstance.I stumbled upon this database and I found the bottom part where you Add/Edit Employee is what I am looking to do...except I can't Design view or anything to see how all this cool stuff is done! The link is: access-programmers.co.uk/forums/showthread.php?t=154187
Essentially, I want to create a user friendly database like the link above where a clerk/admin assistant can open Access, search for an employee by name or department or manager, and then be prompted to add information such as Letter #2 delivered, manager meeting occured, employee signature, etc.
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Jan 2, 2014
I'm creating a database full of contacts. I have a contacts table with detailed info on each contact and I also have a company table with details on each company - all companies attached to a contact are in the company table plus a few others. I'd like to be able to pull up a company profile and see all the contacts we have associated with that company displayed in a list.
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Jun 8, 2012
Im looking at creating an MS Access database for manufacturing items. Ill need to be able to create default items to be made and also use this to assign members of a team a list of items to make for a current day of the week which i can then input back into the database to keep it up to date with what they have made, have they kept to targets etc....
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Jul 31, 2012
I am trying to create a Special Recorded tracking database where a member of staff will log the tracker number into the database and then at a later date someone can come and update the data, what I want to do is scan the tracker barcode with a scan gun and its details appear for updating, I can do this part but when I make any amendments to the data it doesn't save the new data and I don't know why? I am using a combobox to display the tracker number and me.text1.value = me.combo4.column(1) and so on and so forth to display the data, when I change this data it doesn't save.
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Mar 19, 2013
I would like to Create a database for indexing / organizing PDF documents. My Company currently use a 3rd party accounts program and we raise sales and purchases using numerical numbers ( but we can Jump to a new range of numbers within the program) for example if the purchase order numbers become simliar to the sales order numbers. But this 3rd party software does not let us scan documents into it hence the need for an alternative database.
For the data base I was thinking if only creating a index of the sales order numbers to start with. the first few question I have are.
1.) Should I Use the Autonumber as my first index column or should I replace it with our own sales order numbers in that column.
2.) is there a way to autopopulate the sales order numbers in a table for historical sales numbers.
3.) can you scan directly into Access
How to start planning the design off the database as I know this is almost the most important aspect of a database.
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Jun 13, 2013
Why Access (2010) database is creating backup copy by itself?
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Apr 15, 2014
I am looking to design and create a user interface for my database. Preferably hiding the standard access interface and upon opening the database have a pop up form with buttons to direct users to forms queries.
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Nov 4, 2014
I read in the book (Access 2013 inside out), one of the way to distributing access database is creating an application shortcut.
Now i have an Access 2013 file on my computer (with office 2013 and windows 7) other users have office 2007 and windows (XP) on their computers. now i want to give a copy of this file to other users without save as that to 2007.
I would like to know how i can do that with creating an application shortcut , if it is possible because in the book I could not find the way if there is?
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Oct 17, 2014
I've changed my splash screen for a database using the method of creating an alternative bitmap.Is there a time setting for this or an alternative?
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Apr 25, 2006
Hello everyone!
I heard from a number of people that this is the place to come for Microsoft Access related help.
So here is my question and I hope someone can help me understand access a little bit better.
I am trying to create a database for a job I am doing. THere are 700+ convenience stores that we (4 inspectors) inspect every three months.
We have been told to do an ADA compliance survey when we visit these stores.
The ADA checklist that we have is about 78 questions and my manager wants me to create an ADA database for this information.
So I am in need of help on how to create a database that allows me to input the answers of this ADA checklist for each store inspected.
I then would like to be able to pull all that information into a report that I could say of the 700+ stores, 50% passed all questions, 25% passed only questions 1-??, etc. etc.
I can upload the two files: The ADA checklist and our Store list if anyone would like to help me out!
Thanks Much!
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May 3, 2007
I am creating a very simple database,
It has 3 tables
People
Employment
Organisation
The people table contains:
surname
given name
email - primary key
phone number
course end year
Employment is the linking table it contains:
Role
start year
end year
employer email - foreign key same as email(above)
org_url - foreign key same as url (below
Organisation
orgname
add1
add2
add3
url - primary key
All I want to do is have three tables - enter a persons details in one form
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Apr 25, 2005
Hi I need to create a documentation - help system in my Access database. Can you give some guide lines and tips? General of course... like how to link a help file or something like that...
thanx for the helping hand
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Oct 23, 2012
So my current employer has tasked me with creating a new database that we can use to process all of our orders.
Simple things first:
- Database is for processing turkey orders, two types of turkeys can be purchased. Each type must have it's own unique numbering system.
- One table with all the customer Information (Name, address, telephone etc etc)
- One table for "Type 1 Turkeys"
- One table for "Type 2 Turkeys"
- Relationship from "Customers" to "Type" 1 using "Customer ID" as unique identifier.
We need a single form that can be used to see all of the customer information, as well as create an order for either/both type(s) of turkey. My problem is this; I can create a relationship between "customers" and "type 1" and have a form showing all of the customer information and a table allowing for the creation of "type 1" orders, but cannot find a way to have a second table allowing for the creation of "type 2" orders. If I create a second relationship between Customers and Type 2 I am forced to choose which I want to be displayed.
A screen shot of the current database. The current relationships just allow for a drop down selection under each orders table for selecting products:
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May 29, 2015
I have a database for quotations. The database automatically generates a new quotation number every time a new quote is started. This works great, and I am very happy. My next task is to allow the employee to pull up a quote that has already been generated and edit it. I would like for the new quotation process to be followed step by step, but with all of the information already filled in.
This will allow for any edits that need to be made, and keep from having to re-enter a lot of data. I want one thing to change, which is the QuotationNumber. It is currently formatted by "yyyymmdd-01" for the first quote generated on that day. I want the edited quote to have a QuotationNumber formatted by "yyyymmdd-01a". For every edit that letter change going through the alphabet in order. How would this new QuotationNumber code differ from that of the Other?
QuotationNumberCode.PNG
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May 25, 2005
I currently have a database on my hd and four other ppl have a copy on theirs. (We are in different physical locations which makes it very slow to put the database on our server).
Currently eveyrone is sending me files that i upload to my copy of the database so i have all of their data.
the obvious setbacks to this is that the data is not live and some of the changes might be missed etc.
i would like to move this and house the tables on my company's intranet
what would i need to do to accomplish this?
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Sep 1, 2005
Hi guys, i need help with a sample database, and wondered if anyone could tell me the entities and how to calculate the prices etc. If anyone could attempt starting the database off for me it would be appreciated too!!
Here is the spec!!!
You are required to produce and document a design that meets the requirements of the McDuffs Burgers scenario:
The corporate office of McDuffs Burgers has asked you to design a database to help track its restaurants and managers. The database is to help the management show the total annual sales of each restaurant and the performance of each manager, as measured by the totals annual sales of all restaurants for that particular manager. Each restaurant is supervised by a single manager, but a manager is also responsible for several restaurants. The company stores typical personnel data (name, salary, and so on.) for each manager as well as basic data for each restaurant such as the telephone and address of each restaurant, its size in square metres, and total annual sales for the last fiscal year. The company would also like objective ways to measure the performance of a manager such as the total revenue for which they are responsible, the average annual revenue per restaurant, the average annual revenue per square foot, etc.
The database should also track the orders that are placed by individual restaurants to the corporate office for various food supplies. Each order is associated with a specific restaurant, and of course, a single restaurant will place multiple orders during the course of a year. The company uses a standard set of product numbers, product descriptions, and associated prices that applies to all restaurants. Each order can specify several products, and a single product may appear in several orders. The database should be capable of computing the total cost for each order.
Deliverables
1. Entity definition for each entity.
2. Entity Relationship Diagram, which must show entities, relationships and membership.
3. Relationship definition for each relationship.
4. Relations (This must include for each relation the primary and foreign keys).
5. Data Dictionary.
Furthermore:
You are required to implement the design (produced in the first part of the assessment - McDuffs Burgers - Database Design), by designing and creating queries, forms, reports and any supporting code. Revisions may be made to the design in the implementation process.
You should note the management of McDuffs Burgers has little experience of database systems and wish to be advised on the information the system can produce.
They require example reports demonstrating the capabilities of the system to:
- Aid the day to day operation of the business.
- Provide appropriate management information.
You must also implement an appropriate user interface to the database easy to use.
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Aug 7, 2006
Hi everyone, I am hoping someone will be able to help me with a problem I have. I am undertaking a social network analysis and in order to do this I need to be able to create a matrix with the following format:
Group Person
J Smith G Fowles M Jones
X 1 0 1
Y 0 1 0
Z 1 1 0
I also need to be able to store and retrieve personal and group level details. Note that people can be in more than one group and groups can have more than one person. My problem is that the data has been gathered by another institution and is only available in the following (Excel) format.
Group Person Role Group Characteristic .....
X J Smith Strategist Level One
X M Jones Supporter Level One
Y G Fowles Financer Level Three
Z J Smith Strategist Level Ten
Z G Fowles .... Level Ten
Any idea how I can go about doing this? I know how I could do it if I manually entered the data, but because there are literally thousands of individuals (and a whole heap of groups too) I am hoping hoping hoping that I can do it using Excel and Access. Any advice would be incredibly appreciated.
Thanks everyone!
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Dec 7, 2007
I have MSAccess 2003 running on WindowsXP. I have multiple users sharing a single database. When more than one user opens the same database, a copy of the database is being created?? I don't know if this is a standard trait of Acccess or something else. Any explinations would be helpfull.
Thanks
Bob
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Jan 3, 2008
Hello, I am in the process of creating my database and I was looking for some guidance. My goal is to manage and track clients attending our program and ultimately being able to print and individual report with that information. Example: john doe on 12/28 attended 3 groups X,Y and Z.
I have created two tables one with the client's ID, name and starting date.
The second with the groups offered, the instructors and days and times of the groups.
The third I believe should be a dated table that would have groups and all the people who attended that day. This is where I am getting confused. I am not sure how to proceed.
Any ideas or suggestions would be welcomed.
Thanks in advance.
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May 17, 2005
I'm not too hot at creating a database in Access, so I was wondering if there was anyone out their prepared to help me construct one.
This database is designed to search for property from various locations and from various price ranges, you can also pick the type of property, the amount of bedrooms and have the result in descending or ascending order.
For location just use: Location 1, Location 2, Location 3, and Any
Price Ranges use: 30,000, 50,000, 70,000, 90,000, and 110,000
Type of property please use: houses, flats, and bungalows
Bedrooms use: 1, 2, 3, 4 or 5+
Fill in any data you wish, I think this needs to have a query setup?
Thanks for your help
Chris Green
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Jun 28, 2007
HI all.....
I am in need of some serious help and fast!
I'm using Access 2003:
what I need to do is to be able to use a form, which I created already with a sample, 6 fields, table and let the user input the data in the form fields but each time that the user has finished inputting the data, creating a new table with a different name, specified by the user, with the same fields used in the original one!
In more clear terms: replicate the original table every time the user has finished inputting the data, but use a different name that he will choose.
Thank you!!
PS: Be warned that unfortunately it is my first time using access for something so complex (for me).
E.
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Aug 30, 2015
I am new to Access and somewhat OK with Excel.I am working at a government institution, agriculture sector. We have field staff of ~150 doing different field ranges ~350. Some officers are assign to more than one field BUT no field is assign to more than one officer. (these fields belongs to different Districts, number of fields in each district is not the same)
we have four different programs namely new cultivation program (NPP), productivity improvement of existing lands (PIP), farmer capacity building (HRM) and post harvest handling (PHP). Each program has its activities lets say NPP1, NPP2, PIP1, PIP2,PIP3 etc. for an example NPP1 is land inspection, NPP2 is donating planting materials. these activities are predefined and sequential. (planting materials can not be donate without land inspection)
Officers send their progress to progress monitoring unit monthly which includes progress of each program and each activity progress for that month. My objective is to track, analyse, visualize officers progress.
These are the questions I have,As I am OK with Excel and NOT good with Access do you think I should use access for this due to any special advantage only access can give me.can I visualize data with Access?
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Jul 13, 2012
I am assigned to create a customer quote database for our company. Now it is in excel and already have 40,000 records and increasing average 25 records everyday. The way they want to send quotes are:
- The number of items in the quote are varied from 1 o 15.
- Each item has six different prices, depends on the order qty and want to mention in different adjusent lines.
- Each item has different delivery time depend on order qty.
- Company's sales Terms and conditions need to be printed at the end of each quote in separate page. (two full pages)
How do I create the table to accommodate all these fields? Is it possible to accommodate all items/sub items in one table under one qutoe id. I have customer table, product table etc ready and little confused to create the Quote table.
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Oct 16, 2012
I am creating an employee database for a client. The employee table has a performance column for each employee, and my client wants to be able to choose from four performance codes - Excellent, Good, Average, and Poor. They want to choose these descriptions instead of typing them in each time. How can I make this happen?
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