Tables :: Autofill Information In Invoice Table
Feb 11, 2015
I essentially created an account since I can't seem to find a straightforward answer much anywhere else (plenty of hints on auto-filling forms- but that isn't particularly conducive to my specific need on this).
I've attached a blank copy of my database.
The immediate concern I'm having is that I want to be able to autofill data in the invoice table based on the customer table and the products/service table.
*I want to be able to select a first name [or other primary key if necessary] to fill in the last name, company, address, city/state/zip, phone, fax, cell/alt phone, and email automatically... that is without multiple dropdown selections or input to those sections at all.
*I want prices to fill in to the 'cost of product/service X' so that I may use it for other calculations in the invoice table- as well as to make forms from it directly.
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Nov 19, 2012
I am brand new to building a database.What I want is a database to store Quote, Job and Invoicing information. We receive quotes first and then they can, but don't always, turn into jobs. We can also receive a job without quoting it. We currently have two spreadsheets. One is for Quotes and the other is for Jobs.
QUOTES INFORMATION
Quote #
Date
Customer Name
Part #
Part Name
Quote Due Date
Qty
Lead Time
Price
Unit
JOBS INFORMATION
Job #
Qty
Quote #
Customer Name
PO#
Part #
Part Name
Est Hours
Start Date
Due Date
Price
As you can see a lot of the information in the Quote spreadsheet is also used in the Job spreadsheet. (Bold represents duplicated items) We currently type the information into each spreadsheet.
Then there are different forms that are filled out for quotes and jobs that contain the information in the spreadsheets.Is there a way that I can have the QUOTE Table automatically populate the JOB Table information?
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Jun 9, 2014
I have created two tables. One table list of 100 Categories that I monitor each month. The Categories are never changing month-to month, however, each might be associated with a different client month-to-month. Presently, I am manually typing in the Client information month-to-month with information pulled from the Client's table. The Client's table has a Category Field which is populated when a Client has purchased space to use it.
In essence, I have the Category Table (Fields: Record Number; CategoryName; Client Name; beginning date the client will use the Category and Ending Date the client will stop using it). The Client's Table has a lot more fields/information but it still has the same fields as the Category Table. I am trying to be able to use the Category Table and have it automatically populate with the client who is using the Category at that time. Any Category not being used by a Client then the Query should write "Open" in the Client's name field. I have tried many different scenarios but can't seem to get it to work. I must see all 100 Categories each time I run a report. It doesn't have to say "Open" but where ever a client did not use the Category it should be left blank.
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Feb 4, 2013
I am tracking extreme useage on account numbers. I've set up a table to add the information on a daily basis.
Currently the table has the following Fields:
Report_Date / Account / Usage / Sent / Received / Comments / Notes
(the Sent and Received fields are Y/N)
I've gotten a report to send working as I want, but I am running like 6 queries to put all the data together correctly. For example; if an account was flagged today and sent today I do not want to send another notice for the next 5 days; but I still want to log the data in the table for historical reasons... Again, this all works. Just that it is not pretty..
The part that I keep fighting is the responses. When I receive a response I want to log that. Right now, I check the Received flag, and add in any comments the customer sends back. This is easy. But I also want to print that information out on the report - just the latest information. For example, if I send a notice out on 11/1/12, 11/18/12, 12/14/12, and 1/10/13 and I have responses back from all of these logged in the table, when this account number gets printed again - say today - I want to add to that report JUST the comments from the 1/10/13 report.
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Mar 4, 2014
I'm having some trouble getting my information that I input on my form to store in my correct table. I will attach my DB so you can take a look at what I have thus far.
Here is what I am wanting to do:
I have TblEmployee, TblEquipment and TblJunction and FrmTracking and FrmUpdate
I input the bulk of my information thru FrmTracking, my trouble is I can not seem to get the information that I input in my FrmTracking to store in the correct table. I can get the information to store in TblEmployee, however the information that I want to be stored in TblEquipment will not store in there.
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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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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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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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Feb 21, 2014
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.
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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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Jul 8, 2014
I'm creating a database for a travel agency. There are 2 tables, one for customers and one for their bookings. I have established a relationship between the tables so the AutoNumber for customer ID links to a field on the add booking table.
In practice though, it would be easier to enter the customer NAME into the booking table and have it retrieve their ID that way to link them. This seems like I am missing something simple but can't fathom a way to do it.
The other factor is obviously more than one customer will have the same name so I may need to link first name as well to differentiate?
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Oct 17, 2013
What I'm trying to do is create a database system for my company, it's not overally complex in the sense it's just managing the estimates and invoices we do.
[Tables]
SalesPersonID
Clients
AccountTerms
Estimate
Invoice
WorkSheet
Now I've tried to break the data down as sensibly as possible.
What i'm having trouble with is I have created a autofill combo box to fill out text boxes with information from the Clients table, the idea is that the client can be added via the Estimate form or pulled up from the record depending on the situation. Now the problem I have is one;
I cannot enter data via the form
and two
When you flick through the forms only the combobox information is staying put, either the text field is empty or incorrect.
I'm pretty it's to do with [Data Source] but I can't seem to get it to work. How to make it possible to pull up clients when typing an estimate OR be able to add a new client via the same fields. Secondly, when the Form is review the autofill text field display the clients details.
The link : [URL] ....
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Nov 6, 2012
I am creating an access database for my employer which handles blood donating at different venues. I have come unstuck with a particular request.
They would like to create 3 autofill fields for "dates", which are dependent on the previous field "Venues"
There are different venues, which are visited 3/4 times per year. This data is stored in a separate "Venues" table.
On the main user form, they would like to see the dates available to donate, when the Venue field is selected (this is an autofill box, from the Venue table). So if the London venue is visited on 1/1/13, 2/2/13 and 4/4/13. When the user types London into the "Venue" field then the next 3 cells auto fill with 1/1/13, 2/2/13 and 4/4/13.
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Dec 1, 2014
I am very new to access and I am trying to figure out how to build an expression for one of my fields. I have a field called Order Date, which holds the date of when an order is filled. I then have another field called Fill By Date. This new field I want to be 2 weeks after the Order Date. Is there a way to auto fill this information so that when I enter a date into the Order Date, it will enter the date that is 2 weeks after into the Fill by Date?
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Aug 15, 2015
I want to be able to pre-fill records with information based on a form every day for each client. This needs to display in a datasheet view showing all clients for each location.
Each day the subform needs to show the expected results of that day's activity with clients if all default conditions are met. (i.e. client receives a call that day based on expected conditions calculated in a form for that day).
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Dec 18, 2006
I would like to create a table which stores the of all an invoice. at the press of a button. I want to use this to see how much I am Owed
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Dec 26, 2012
I have a datasheet with 7 columns. Two of the columns I'm working with are listed below.
File # Region #
2DE2-12345 2
3DE2-@@@ 3
In data sheet view I would like the Region # column to autofill based on the first digit of the file #. So, if file # entered = 3DE3-@@@@ then 3 would auto fill in Region Column. (data is entered in data sheet view)
I have used Left ([File #],1) to get value but cant make it auto populate the Region # column......
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Mar 19, 2007
First of all apologies for the lack of proper terminology I'm a novice Ms Access user and I like to thank everyone in advance for trying to help.
Ok here is the situation:
I have two tables, NewJobs and Contacts which have the following fields.
Newjobs
--------
JobID (AutoNumber, Primary Key)
JobName
JobDate
JobDescription
JobOwner (Linked to table 'contacts' via LookUp)
Contacts
---------
DisplayName
EmailAddress
Department
Extension
Ok basically what I want is to have a form based on table NewJobs which will allow me to enter new jobs into the database. When I get to JobOwner a drop down list linked to 'Contacts' table will show me all the data from column 'DisplayName' and allow me to select it (saves time on typing). I have already done this and its not a problem.
Now I would also like in the same form to have additional fields from table 'contacts' such as EmailAddress, Department and Extension which will autofill with the right information soon after I select a JobOwner from the drop down list.
So for example if I select 'Joe Bloggs' Access will automatically fill the additional fields in the form with Joe's information (department, extension etc) from the Contacts table.
I hope all this makes sense. Thank you all for your support.
- Mitch
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Sep 7, 2004
Hi!
My first post here!
I am quite an amateur at database programming.
I am developing a form to input data about paint samples into a database which represents a sample library.
When the user starts to input data about a new sample into the form, they first have to choose a 'base metal' from a combo box on the form. Based on this 'base metal' selected, after all other fields have been filled in, i want to generate a 'catalogue code' for that record (The 'catalogue code' is an alpha-numeric code). Both 'base metal' and 'catalogue code' values are entered in two fields in the table.
for this i want to have a command button 'Get Catalogue Code' which runs a code to compile the 'alpha-numeric' text using two different tables. I want this text to be inserted into the 'catalogue code' field in that particular record and a message box informing the user what that text is.
I can figure out the code to compile the text and the message box. What i dont know is how to insert the text into that field in the table.
I am willing to provide any more information, including my database to anybody who can help! Thanks in advance!
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Jun 14, 2015
As simple as it sounds. I have set up a table with a list of items and the costs. I then created a form with a list comprising 10 combo boxes. I want to be able to select one record from the underlying table per combobox on the form.
I am able to do this but the records in the underlying table keeps switching to the primary key field as I go along using the combobox.
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Oct 22, 2013
I have 3 tables invoice, customer and items. I need to create a query that will get the next invoice number from the invoice table and mark that invoice number in the items table for a set customer where the invoice field in the items table is blank.
The invoice table is now set up as a autonumber, therefore I need to append to get the last new number.
The items in the item table are unique and this is why I want to mark the invoice number in the item table field invoice.
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Jul 10, 2006
Hello
I have two tables tblCList and tblCode. The primary key of tblClist is an autogenerated number which is the foreign key to the tblCode.
The tblCList has another column names sClist.
whenever I import values from Excel into the tblCode, I need Access to look up the text values from the sClist in the tblClist and insert the appropriate number corresponding to the entry in tblCode.
Please Help
Thanks
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Jan 28, 2005
I'm hoping someone here can help me out with existing code or at least point me in the right direction... In one of the databases I am developing, I need to set up the ability for one field in NEW records to be autofilled with the next value from a table or query.
Details
My database includes the following objects:
tblSupervisors - supervisor information (including an indicator if they are 'active')
tblCases - case information including name of supervisor assigned to review this case
frmNewCases - allows data entry of new information to tblCases
If someone enters a new case, the Supervisor field would (in an ideal world) automatically fill in with the name of the next active supervisor from tblSupervisors.
Example
The active supervisors in tblSupervisors are Joan, Mark, Lisa, and Gary.
Case #1 is entered and the Supervisor field is automatically pre-filled as Joan.
When Case #2 is entered later, the Supervisor field shows Mark.
When Case #3 is entered later, the Supervisor field shows Lisa. However, because the person entering the case knows Lisa is on vacation, s/he can click a button and Lisa's name is replaced with Gary.
Finally (for this example), Case #4 is entered and Joan is assigned as Supervisor again.
Whew!
Okay. That's it. (I hope.) Any and all help would be GREATLY appreciated!
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Dec 5, 2005
I have a Form with a combo box that takes in formation from a table and auto fills it. But i cant get that autofilled info to enter into the main table.the one that the form is based off of. I tried to use an append query to move the info from one table to the other. It didnt work. does anyone know why this error pops up i cant see anything wrong...
Concrete Pumper Database Set 0 fieldsto Nulldue to a type conversionfailure, andit didnt add 3 records due to key violations, 0 records due to lock violations and 0 due to validation rule violations...
in detail what im trying to do is this. database is for remote control concrete pumpers.
I have a form based on a table. In this table i have fields such as model #, button 1 configuration-button 12 configuration date entered, date shipped etc.I created a form from the table and Instead of entering each of the 12 button configurations I would like to have that entered automatically when a model # is selected from a combo box. So i made a table with just model # and button configurations and set up a combo box on the form to match. now i need to get the button config from the button config table to be entered into the MAIN TABLE when entered into the form by combo box. oh man...i dont know if im too far gone or what...this may not make sence so please give it your best...I appreciate any input at all. I thought i could do it with an append query and a macro but now i dont think so.
thank you
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Feb 13, 2007
Help. I know just enough about Access to get myself into trouble.
What I want to do is have a form where I enter a low work order # and a high work order # with a series of yes/no questions and then have that autofill a table with work order #s incrementally from the low value to the high value and attach all of the yes/no answers to each work order #.
How do I get the table to autofill from low to high work order #?
Thanks for any help in advance and type slowly. I'm not very bright.
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Sep 25, 2006
Hi all,Sorry if this has been asked before, but I've used the Search function and can't find exactly what I'm trying to achieve.The Current SetupI have a database that I'm now trying to expand upon by adding extra features. One of these features I'd like to add is the ability to, firstly, know how many records in the entire datasheet have not been officially closed (i.e. have their 'rmaclosed' column empty), and, secondly, to have a list autogenerated that shows all of these records and allows the user to double click an item from the list and have that record open.Now, to make life easier, I should point out that I already have a successfully working search function in my database. Clicking a button from the switchboard opens up a form that allows the user to enter full or partial text into a box, then, at the click of another button, the main window of the form will automatically fill out with a list of all those records which match the entered text. The user can then double click anything from this generated list and the appropriate record will be opened.Working on the assumption that the code for what I want to achieve would be near-identical to this search function code, I have replicated both the form and code, and am now trying to adapt it; it is this adaption I'm having trouble with.The Current SituationTake a look at the attached image. That is how my form looks to the user when opened.Now what I really, really want to achieve is for that central window to be automatically filled out with the listed column headings of any record stored in the table maindata that has a Null value in the column rmaclosed when the form is opened. However, I don't see any option for 'OnLoad', so I'm willing to compromise and just have the user click a button.You'll see the button there for 'List RMAs'. When clicked, that should populate the main window with the records that have not had their 'rmaclosed' column filled out. The code behind the button - which is where I'm having the problem - is as follows:Private Sub cmdSearch_Click()Dim strSQL As String, strOrder As String, strWhere As StringDim dbNm As DatabaseDim qryDef As QueryDefSet dbNm = CurrentDb()strSQL = "SELECT maindata.ID, maindata.rmanumber, maindata.company, maindata.rmalogged, maindata.initials " & _"FROM maindata"strWhere = "WHERE"strOrder = "ORDER BY maindata.ID;"'THIS IS THE BIT I'M HAVING TROUBLE WITHIf IsNull(maindata.rmaclosed) ThenstrWhere = strWhere & " (maindata.rmaclosed) Like '*" & maindata.rmaclosed & "*' AND"End IfstrWhere = Mid(strWhere, 1, Len(strWhere) - 5)Me.lstCustInfo.RowSource = strSQL & " " & strWhere & "" & strOrderEnd SubThis code has been adapted from that which - successfully - runs my filtered search engine. The problem is that my search engine runs a query based on text entered onto the search form by the user, whilst the form I'm trying to write should simply list every record in the main table, filtered according to the state of the 'rmaclosed' column.As I said in the opening paragraph, although it's not essential it would be really nice to have a counter somewhere on the form that would show the total numebr of records in the filtered list.
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