I'm trying to design a billing and invoicing database and can't seem to figure out how to link the tables and track the payments made by customers. How can I proceed to track the payments and make payments applicable to certain line items or invoices? If the line item hasn't been paid, it needs to show up on the next invoice and be included in the total due.
View RepliesI 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!
View 4 Replies View RelatedI am creating a small database to record payments.
There are three tables :
Supplier - tblSupplier
Payments - tblPayments
Invoice - tblInvoice
There are two Forms :
frmPayments (Bound to tblPayments) - Main Form for payment entry.
frmInvoice Sub (Bound to tblInvoice) - Sub form to display not paid invoices.
What i need is a Command button , lets named it "Commit", to perform a few tasks :
1. When click, prompt message asking whether to Save current payment record when all relevant input is completed during data entry.
2. If Answer is "Yes", then it will compare the "Invoice No" on the Main Form with the "Invoice No" of the Sub
Form , and if found to match, then put a tick in the "Yes/No" field of Invoice Table (tblInvoice) against the matching "Invoice No" of Main Form. This is to record payments made to this particular Invoice in Invoice Table.
3. Proceed to save current record, Refresh Main Form to be ready for a new data entry.
4.If Answer is "No", discard all current entries in the Main Form, Refresh to be ready for a new data entry.
Sample DB is attached...
Looking for efficient table structure for this. Let's say I have a list of contractors who will get paid a certain amount of money each week. The amount of money changes each week by measuring the amount of work done, giving it a price and calculating it. The fields are these:
[pk]WeeklyWorkID
WorkID
Quantity
UnitPrice
Total=Qty*UnitPrice (not stored in this table)
EmployeeID
WeekID
So far, it's all good, but we wish to pay the contractors in an unusual way. Let's say he makes $16,000 of work this week, and we want to pay him using cash AND/OR either one or multiple debit cards. For example:
Cash: $1,500
Debit card 45: $7,500
Debit card 71: $4,000
Debit card 13: $3,000
Total = $ 16,000
We can only deposit $7,500 max in each card. But it's even worse... two or more contractors can SHARE the card and it's not always the same card. Sounds pretty funky, but it's what the company wants to do. So, what would you recommend me in this case?
I'm guessing I'm gonna need these tables: tbWeeks to hold the week number, tbCards to store the cards' info, and an extra table to make a many to many relationship between the cards and the employees.
I am writing a database to track our (and others) wine collections. i'm wanting to track what bottle is where. so i can look up what i have, look up where i have put it and away i go to get it, simple right?
just to complicate things i want a system in place. where the end user and use forms to add/remove or modify wine racks.
assuming that all racks are rectangular i would like to be able to add a rack and call it rack 1. rack 1 has 4 shelves all able to hold 5 bottles. the database would then say that bottle X is in rack 1 shelf 1 position 1.
if possible there will aslo be a screen that is auto generated by the database showing a simple grid with grrn and red squares denoting if the position if full or empty. the ability to click on a position to see what is in there or to add a bottle there would be amasing but not fussed if that can't be done.
I want a field in my table (called 'ContactTotal') that tracks the total number of times the date was changed in the field 'LastContacted' - through either table or a form, but it should exclude any changes made on the same day.
I'd also like a second field (called 'Popularity') that does the same thing, but multiplies any changes made in the last 3 months by 3, the last 3-6 months by 2, the last 12 months by 1 and anything before that by 0.
I have built a table off a form that is being used for record keeping and my question is.... This table will be constantly updated with new information so how can I make it to where when new info is added the old info will not be removed or written over?
View 7 Replies View RelatedAll; using Access 2010. I need to have some kind of way to track changes based on different field name.I have a client table with field data like Fname, Lname, SSN, Address, Zip, Phone, DateOfBirth, Current Rate, TotalRate, Status and Importdte. I have an import into the database every month and I update this table with data that is new based on the SSN with an append query. The import also has the names of those that exist in the client table until their status changes. In addition to appending new data every month; I would like to append any changes the existing client has. For ex; If an existing client has an address change, I want to append this data to the table but keep the existing address and have a Change date equal to the Importdte. In essence; I want to build a kind of history table that when I pull up a client; I can have something like a tab on a form with the changes and when it happened.
View 6 Replies View RelatedI have a form based on a query. I've disabled "Navigation Buttons" on the form and am trying to recreate their functionality in a little more user friendly way. I've created next / previous record buttons and have those working great.
I'm now trying to re-create the record counter / tracker. I'd like to setup a box that shows which record I'm on (this can simply be based on the order the query returns them, the same way the navigation buttons does it when they are enabled. ), and how many records there are total in the query.
I tried messing around a little bit with =DCount but wasn't able to make it work I suspect because I'm counting the number of records returned in a query, not in a table.
I have a login screen that works fine but I need to lock some part of the system from normal users but I can't figure out how to track if the user who is logged on is security level is high and can authorize the transaction!!!
I have users table and in it I record the users, passwords, security level. So when someone logs on I have no way of knowing who they are and in order check their security level. I did it in the past by setting the C drive VOL into a value and search but as we use Citrix XenApp this is not possible the C drive is the server drive and if multiple users login to to that server then the VOL value would be wrong.
I am new in Access 2010 and need table design schema. I am creating a database to track budget changes within our organizations.
1. We have 3 division (West, East and Central).
2. Each division will have 5 Organizations (Office, Campus, Operations, IT and HR)
3. Each Organizations will have multiple sub-organizations
4. The budget start with the sub-organizations - which is break down by cost center and sub cost center.
This is the design I came up.
tblFiscalYear
tblDivision
tblOrganizations
tblSubOrganizations
tblCostCenter
tblsubcostcenter (budget table)
tblDivision --1 to Many --> tblOrganizations
tblOrganizations --1 to Many --> tblsuborganizations
tblsuborganizations --1 to many --> tblCostCenter
tblCostCenter --1 to many --> tblsubcostcenter
Is there a better way to design this?
We have a db to register permits that count for one calendar year. This since 2012. For next year, permits must be renewed. How can we keep track of all permits per year per user in the same table ? We would like to produce annual statistics as well ? Easy solution would have been to copy the existing table for the year 2012 and paste as a new table for year 2013 but we don't know yet who will renew his permit ...
View 3 Replies View RelatedI'm developing a database that tracks monthly metrics of employees. These employee are at several different locations.
Here's what I would like:
A table of the employees and their location.
A table of the metrics.
A form that you can select an employee and it would autofill the location and then you could fill out the metrics.
the ability to change an employee's location without it effecting past records.
A report, by month and location of the employee's metrics. (pretty sure I can do this on my own, just can't get to this point.)
I've tried to use a auto lookup query but that then changes the employees location on past records.
I am looking for a data model to define and track proficiency/currency.
Example:
You earn a licence to do X. You need to renew your licence every 2 years or so. But also, to maintain currency, you need to do what the licence gives you the right to do often enough, or else you need to do a test.
Specifically, you need to do X a specified number of times N within, say, last 3 months at any one time to maintain currency. If you have lost your currency, you need to do a test/check. So at all times, you need to have N times on record within last 3 months, or a test.
In addition, to do X legally, you also need to document that you have done X at least 10 hours within, say, last 6 months, or that you have another test within those last 6 months. This is independet of the previous requirement (concerning the number of times you did X).
Both requirements must be fulfilled at all times for you to do X legally.
So, any suitable model out there? Essentially, something capable of defining and tracking currency for various ratings and license privileges of pilots would do just fine.
Im trying to create a database so I can Monitor grocery items from different supermarkets in my area.
I have been doing this on Excel for a while now, and its time to do it properly.
The only issue I would have is when I enter data.
I want to be able to track the price changes on items. I have my own.
So for example. Each time i enter the price of an item, I want a time stamp with it. (being the date when i entered the item, should be automatic).
I can use barcode scanning to track items through the process, on the condition that the relevant field on a form is highlighted.
The issue is I want the scanning/tracking with wireless scanners to be going on in the background while an operator can use the other functions of the database.
I'm thinking the solution is two computers, one to run the barcode scanning & tracking the other for the rest of the database functions. The problem is we only have one work PC and getting money for a new PC will be like pulling teeth.
Is there a one PC solution?
Does access have any calendar templates to track and update orders from day to day?
View 3 Replies View RelatedIn the case of a system that keeps track of checking in and out (e.g. library books), where is the archive data stored? If a person makes 30 trips to the library, obviously one record will be the current visit - but where do you keep the 29 other visits?
Do you create a separate table for old check-outs: Current_Check_Out and Archive_Check_Out?
Or do you just leave the data in place and as-is: All_Check_Outs?
I am trying to make a database that will keep track of invoice backlogs for different locations within a company.
Each day a report file is imported into an Access database (2010), and a query will display all locations with the backlog count of invoices for each of them. Something like:
Code:
Location Backlog
00001 84
00002 53
00003 26
Now I would like to be able to store historical data in a new table on a daily basis so that it will be possible to see how the backlogs have fluctuated over time for a given location, but I am not sure how I could do this. I was thinking I could make a table with one row for every date and one column for every location, but then I am not sure how I would populate this table based on the query that shows the results based on the most recently imported report file.
I am attempting to develop a DB to track hardware assets, e.g., servers, switches, storage devices, etc... I am at the very beginning of the development/design process. I haven't gone beyond the paper stage yet. I am trying to figure out how I would set up the main Asset table so that when I put in a particular vendor, the model field will list models only for that specific vendor. i.e., when I put in IBM in the Vendor field I will only see IBM models in a drop down for the Vendor_Model field.
I'm pretty sure this will involve a Lookup field. But, how do I restrict the lookup of models. Would that be with a query?
I run a soccer league where we track players attendance for each game. I currently do it on a spreadsheet where each game date is a column and each player is a row. We also track which team they play on at each game (they can play on different teams different weeks). I currently have a second tab in the spreadsheet to record which team a person plays on each week.
Setting up a table of fields for this is relatively easy. The problem comes to data entry. I want to be able to visually see the data like I can in a spreadsheet (names in rows, dates in columns, intersections containing either team name or whether attended) and whilst a cross-tab query gives me the layout, I cannot input data in a cross-tab query.
I am creating a database that tracks current projects for my team at work.
Some projects are only due once (e.g., mailed brochures due on 1/1/14) and some are due at scheduled intervals (e.g., status report due monthly, quarterly, etc.)
Ultimately, I'm hoping that my end result will allow us to click on a form and look at what everybody has due that day, in the next 7 days, and so forth.
I am splitting a database and have created the Back end already. When I create the front end and link to the tables on the back end... The front end does not link to all the tables in the back end. The list that comes up when creating the linkings does not show all the tables in the back end. What would cause this?
View 1 Replies View RelatedI have a report which retrieve some links of documents in the textbox linksassociated.
I would like to have a message box which tell me when the links associated has no value " No value for your link".
I tried this:
Code:
If IsEmpty(linksassociated) Then
MsgBox "No link has been found for this document", vbInformation
Exit Sub
End If
But nothing is happened. Maybe it's not on the right place...
Hi There
i am trying to link some more tables to my access front end from the sql server back end
when i select 'ODBC Databases' from the link pop up box, the pop up box just closes
any ideas why, or work arounds would be appreciated
Happy Christmas
Does anyone know how to link tables automatically/VBA?
I'm trying to import files from our DB2 database in which one file is created monthly and instead of manually importing / linking the files manually, I'm looking to have access link to the new file automatically.
The file names are structured as so..
ITM01 (Jan)
ITM02 (Feb)
ITM03 (March)
Thanks