I am creating a db for a property management company. They want to be able to enter the monthly payment made each month on each property (there will be multiple properties involved) and also have a field that totals all payments made by the tenant over the course of their lease.
What might be the best structure for this type of situation?
Should I create 12 fields for a year of monthly payments for each record?
Should I create a seperate table for each property and it's payments?
Should I create an Excel spreadsheet for the payments and link that file to the db as a table?
Any help and suggestions on this are greatly appreciated. Thank you in advance.
Hello,I'm designing a contract and payment processing database for a friends construction company. I've made an attempt at designing the data model, but wondered if anyone out there had ever come accross a similar scenario and could be of any help. I have attached a copy of my initial ERD.Entitys are as follows:CompanyHolds details of the company that are operating the system.CustomerBilling details for the customer.SiteA customer has many different sites at which work is undertaken.ContractA contract is created for all work undertaken at a customer site.PlotThe work a contract covers is carried out on various different plots at a customer site.StageWork is carried out in stages on a plot by plot basis. When a work stage is complete the stage can then be invoiced for payment.InvoiceOnce work stages are complete an invoice can be raised. An invoice can be for one or more stages (always under the same contract).Invoice_LineDetails of the different stages billed under a single invoice.PaymentStores detail of a customer payment.Payment_AllocationA single payment may be split accross multiple invoices. A single invoice may be paid through multiple payments.The main area I was hoping for help with is payment allocation, the requirements of which are listed below:1. When a payment is received it must be possible to split it accross multiple invoices (a payment will only ever be for invoices within a single contract).2. It must be possible for an invoice to be paid in part (i.e. be paid by mupltiple payments).3. If a payment isn't allocated in it's entirity, the the remainder should be put to a payment on account for allocation at a later date.4. An entire payment should be able to be put to a payment on account and then allocated later.5. It must be possible to enter credits against invoices.The reason I have Contract joined to Payment_Allocation is so that a payment on account can be created and linked back to the contract, for allocation at a later date. If a payment on account is stored as an entry in the payment_allocation table it will become difficult to then allocate the payment on account to invoices and keep an audit trail. The payment on account isn't really allocated until it is put against an invoice so I'm loathe to do it this way.On the other hand if I store the payment on account in the payment table (until allocated) it may make it harder for me to produce my statement report.I'm also having difficulty seeing how I can build a statement of account from these two tables...do I need to build up a transaction table in order to do this effectively? Or a temporary table of transations to base my report on?Any advise or pointers would be very helpful.Thanks in advance for your time.webbmatt
We have a special reduced rate that a client must prepay 12weeks before or sooner if a date is put in the [OverRideDate] field
I have been trying to construct a Query / If statement or should I use case statement to work out the actual payment date. Taking in to consideration all our funny little variables like
I will try to put the variable into words
[DateOfArrival]-84Days unless [OverRideDate] & Not Less than today then check its not a [ClosedDates] from the tbl_ClosedDates Then if it’s a Sunday –1 day as the accounts lady doesn’t work on a Sunday
Their simple????
Attached file with sample variable data BalanceDate.mdb
This is the second edited section: I got the update query to work properly. Is this the best way to solve my problem?
This is the original edited section: For the problem below would it be possible to use an update query to update the table? Criteria for the termination_date field would be "is not null" payment_to_date Update to: field would equal DateDiff("m",[payment_start_date],Now())*[monthly_payment] Is it possible to use other fields in the table as part of the UpdateTo: calculation? I get an error when I try this.
This is the original question: I have a field in a table called payment_to_date that I want to always be populated with the current total of how much a customer has paid to date based on their monthly payment rate. I have a form for data entry into this table but once their account info is entered the first time their won't be any changes to the account unless they terminate the service so calculating from an event procedure on the form doesn't make sense to me (I am new at this).
I entered the following in a text box control source on the form and it works but the textbox is not bound to the table so it's not the right way to do it.
=IIf([termination_date] Is Null,(DateDiff("m",[payment_start_date],Now())*[txtpayment]),(DateDiff("m",[payment_start_date],[termination_date])*[txtpayment]))
The calculation from above is basically: If there is no termination date then the payment to date = the number of months between todays date and the date payment was started multiplied by the monthly pay rate.
Can anyone tell me how to keep the information in the table current for the payment_to_date field?
I have a database that is like storage unit business. It gives you a fee once you select which unit you take for rent. When the balance is paid off, and new Month comes around i want the database to create a new balance on the table, how would i be able to do this?
I know that i can do it in two ways as i was told but i dont know how and where to start. I create some of it but i dont know what to include in the appended query etc.
i was told that In Access Help, look for COMMAND LINE OPTIONS and you will find -X macro, which is a way you can run a given macro from a command line.
"Create an append query that adds a $40 charge to every open account. Put this query to run in a macro. Create a separate icon that is private to you so that only you know where it is. Edit the icon properties to launch access on that database file with the -x macroname appended. Now use Windows Task Scheduler to launch the icon at a specific time of day on the 10th of each month. Don't forget that the macro has to end with a QUIT action."
Well, as part of my new job I get to revise a current database for a client and I am hitting a brick wall in my mind at the moment and could use some ideas thrown my way on how to deal with it.
First of all I have two tables -
Table AR_Due AR_Due_ID - Autonumber (PK) Entity_ID - Long Integer (FK) AR_Due_Amt - Currency AR_Due_Date - Date/Time AR_Due_Waive (boolean and if checked the amt due is forgiven and not due)
Now, I have to pull all AR_Due where the payments are late (past the AR_Due_Date) and have no in the Waive column and, if partial payments were made those payments can't be past the due date or else they need to be included as late (that's my main issue - trying to figure out the logic on that one).
So, any ideas on how that might be best accomplished? I need a report that shows all late payments (not counting lates more than two years ago) including any where there were partial payments made but the total partial payments were not made before the due date.
I'll take any ideas, although I might not be able to use some of them due to having to follow certain standards here (don't know all of them yet but I've kind of figured a few out based on the existing db). And, I didn't put this all together so there are some things I can't change (at least at this point), but I'm happy to get any ideas that might spark the "aha" moment :).
Hello everyone. I'm a little new to the Access scene. I have a strong background in C, C++, Java, and assembly. Seems all the access books out there fail to mention the need to know vbs, heh.
Anyhow, I have a form ([WrkR]) based on a table ([ORDERS]) that has a customer's name ([Tables]![ORDERS]![name]), total payments to visa ([Tables]![ORDERS]![visa]), and total payments to cash ([Tables]![ORDERS]![cash]), and total payments to debit ([Tables]![ORDERS]![debit]). My form also has three rows, each containing a text box which holds how much a person has paid, and a combo box ([combo1], [combo2], [combo3]), that allows the user to choose what payment type was used. I have included a screen cap to demonstrate this.
I need to be able to create a function or macro, anything that will sum up the appropriate totals and store them in the corresponding columns in my table. Like in my example, there are 2 visa costs and a single cash cost that should be added up and stored in my table in the appropriate fields.
I have a database where my team will enter manual payment calculations into. Once entered, they will run and print the report for actual payment.
The report I have groups by payment type (see attached image of paymetn types) and then sub totals by group.
I need to somehow get these totals and use them to generate a gross payment. In the attached example, the gross would be the sum of worked hours + before tax allowance + after tax allowance. I'm not sure how I can do this in the group footer.
Some students pays fee for one month, some for two months and some 3 months.
School administration requires me to print notices for every student according their payment mode after comparing with next due months and already paid months.
Some notices will show their fee for the months as
(Id= 1 Jan-14, Feb-14), (Id=2 Jan-14, Feb-14, Mar-14), (Id =3 Dec-13, Jan-14) Considering as Id 3 has not paid due month i.e. Dec-13 Fee and his payment mode is 1 month only.
I am new to Access and have started to move across some Excel based programs.
I have a simple example with two tables and a form where on the form a customer ID is entered which displays the name and below it is necessary to enter the total payments made by that customer for the day ( all records for the same day are entered at one time, which is why I would like to autofill the date).
I can enter the date directly on the form for each customer entry but I would like to automatically enter the required date in the payment table using the value of a datepicker on the form to ensure that no date errors are made.
I have been trying to use the expression builder to do this but the datepicker does not seem to appear as a valid option.
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
I would like to display a report based on the table called "expenses", filtered by:
- "from" (datefrom field) and "to" (dateto field) date on "payment date" field; - multiple criteria on same field called "payment method" (I would like to include only payment methods "check" and "credit card", but not the other payment methods in the field, such as "cash", "transfer", etc.)
For that end I made a query based on the table "expenses", and in the "payment date", in the criteria field, I entered:
between [form]![formname]![datefrom] and [form]![formname]![dateto]
This works fine so far, however when I attempt to add multiple criteria on the "payment method" field, it does not filter accurately any longer. In the same row of the criteria field where I completed the date criteria, I enter "check". In the next row, same field, I enter "credit card".
Since it doesn't work, I tried putting both arguments in the same line as the date criteria (always in the payment method field) as: "check" and "credit card" but still does not work (now it filters the payment method correctly, but the dates filter appear as if I have never completed them).
How can I auto populate fields based on a payment term & amount?
example: client has 9 monthly payment of $150 term due every 15th of the month. (I would like it to be able to max out at 30 months)
So what I want to do is populate 9 monthly fields with dates and $150 payments fields next to it. Now, the payment fields even after auto populate, must be flexible in the sense for me to add a different amount just in case client makes an over payment that month too. In, addition I would like a check mark box to auto populate along if possible based on the 9 month term, this way I can manually check TRUE when payment is received in office.
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
I have a database that I use for keeping track of clients and printing invoices using a form/sub-form and report/sub-report. I want an image to be visible on my sub-report when I choose Received Payment in my sub-form. Right now I have my image set to visible = no.
