Total Carried Forward
Sep 23, 2005
I have a form that currently adds services and products paid for by a client, via subform calculations, indicates payment, via cash, check or charge, and shows, finally, what is still owed. This is for a clinic and some old folks, for example, pay small amounts over time.
The subtotal, sales tax, total and amount still owed are all calculated controls that are functional, but only for the current record. Each transaction record has a date/time field. Each transaction record has the patient ID.
I need to carry forward that amount owed, so that the next time that person comes in, the amount owed control reflects any amount that was owed from the last visit. Is this a case where storing that amount in a field in the 'transactions' table would be justified? Or do I need to somehow incorporate ALL the code leading up to the amount still owed, SUMing it along the way? Very ugly...
Can someone, both, give me some clear suggestions on how to do this kind of running sum on calculated controls (since SUM only works on fields) AND point me to samples of calculated amounts carried forward, if necessary?
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Jul 2, 2005
Hi,
ive created a balance shee for a football club as a continuous form with a balance being displayed in the footer along with total income and expenditure.
Because this is for a Football Club, I want to be able to do the balance sheets every season. To that end I have a included a date in the query.
Is there a way that I can carry a balance forward to the nesxt season, (next record). I want to display Last Seasons closing balance in the header of the new season and have the new balance include that?
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Sep 15, 2005
I am a novice with Access and I would appreciate any help with two issues:
1. I am trying to get a value to forward to the next record in a different field so that I may keep a running total. For example:
Record 1. A field named Today is added to a field named Forward to get a total in a field named Total.
Record 2. I would like to get the value from record 1 in the Total field to carry forward to the the field named Forward in record 2.
The form looks something like this:
Today: 10:00
Forward: 2:00
Total: 12:00
I would like to get the value of 12:00 in record 1 carried forward to the Forward field of reocrd 2 so that the Forward field in record 2 would read 12:00.
2. I also need to add times together arithmatically but the problem I have is that when the total exceeds 24:00 hours it shows only the amount that exceeds 24 hours. For example, if I add 22:00 to 5:00 the result is 3:00 not 27:00. I need to show 27:00 as the total.
Any help with these two items would be GREATLY appreciated.
Thanks,
uspilot
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Jun 15, 2005
I have searched the forum and just can't find an answer. I'm hoping someone can point me in the right direction.
I have a main form with a combo box that links to a table called tblSTC. There are however hundreds of records to choose from. To make the serach more simple for the user there is a button next to the combo called 'Search', When the user presses this a new form pops up with a text box and a list box (the list box contains all records in tblSTC). As the user starts to enter text into the textbox an AfterUpdate event limits the records displayed in the list box to match the criteria of what has been entered in the text box.
When the user identifies the entry he/she wants to select from the list box, I want the functionality of being able to double click the entry, the popup form close and the selection populated in the combo box.
I know that this is probably just simple code using the List Box double click event. I am however unsure how to go about it. Do I need to use some kind of Insert statement??
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Nov 22, 2005
Maybe im looking up the wrong term...
I want to autoforward to the next blank...
Say I click a drop down box, after i select, i want to be able to automatically jump to the next field.
how do you do this?
Thanks in advance for any assistance you may render!
Mateo
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Mar 10, 2008
I need to use an update query to calculate the following 1st of April for each of 3000+ records, the only exception is if the Start Date is the 1st of April in which case the date will remain the same.
Examples
StartDateAdjStartDate
01/03/08 01/04/08
10/09/06 01/04/07
15/04/08 04/04/09
01/04/08 01/04/08
Can anyone advise the best way to do this?
Regards
Hawk
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Aug 6, 2005
I have three questions, both im sure are easy just overlooking something.
1) I have a search form where you type the search parameters into 3 fields, and then your click search. I want the fields to automatically clear after the search button is clicked (but enough time for the query to get the info from the fields).
2) A combo box is used to select the marketing type, when first clicked.. a dialog box comes up and gives the user instructions for the next blank. After the field is changed to the right selection, i need it to automaticcaly forward to the next box.
3) I need to use a text box to sure information. The table records only 1 line of text, does that mean you cant have 2-3 lines? Really just 1 line wrapped in the window?
Thanks in advance!!
Mateo
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Oct 3, 2006
I'm wondering if there was a way to put a button on my first tab that, when pressed, will take me to the second tab.
Thank you.
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Aug 10, 2005
Looking for an automation solution
currently I have a database for client progress and prescriptions. when the file is opened it is set for data entry so that a clean note form is opened. I have a button that pulls up past notes for their review.
it has been requested that there be a way to pull the last narative field forward to the new record for editing as a number of the features of the narative remain the same.
Currently the only way is for them to open the last seen note hightlight the field and past into the new note. to high level for some of them.
Need to make this an automated feature where they would just click on a button and the process would all occur behind the scean and the note would apper in the new note narative box.
I know that I could tell the form to not be for data entry but then they write over the last note. this needs to be a new record.
Any suggestions greatly appreciated
J
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Jan 7, 2014
I used the code in the link below to get the login id returned on a form but I am having trouble now that I rolled out the database the code gives an error if the user has older than 2010 and even on a new machine that has access 2013 what is the best code to use? to return the log in id to a form?? without worrying about what version of access they have it wont be older than 2003. URL...
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Oct 20, 2013
Table:
Date Item Quantity
------------------------------------------------
10/20/2013 Item-A 2
10/20/2013 Item-B 4
10/21/2013 Item-A 2
10/21/2013 Item-B -1
=====================================
On 10/22/2013, if Item was selected, I want to bring forward previous day balance as of 10/21/2013 for Item-A = 4 or Item-B = 3.
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Aug 22, 2013
I have a table composed of the following fields:
1. Entry_ID:
2. Item:
3. Previous_Balance:
4. Increase_Or_Decrease:
5. Current_Balance:
Once the selected item had been entered, i want the Current_Balance of previous entry of that item to be forwarded automatically in Previous_Balance field. Is it possible? I have at least 100 types of items.
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Aug 24, 2013
I have a table in MS Access naming "Salutation" and in the table I have 6 columns and each column named as Week No., Carry Forward records, new records, total records, processed records and pending records. Like below
Week No. Carry Forward records new records total processed pending
1 0 10 10 5 5
2 5 10 15 7 8
3 8 20 28 9 19
So now the requirement is every day pending records should get updated in the next row with in the same table under carry forward records of its next immediate day. For e.g. pending records of week number 1 which is 5 should get updated under carry forward records for week number 2 and so on.
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Oct 20, 2013
I've got an access form, and all I want to do, is to be able to type a number into a text box, click a button and then for the record containing that number to be displayed (in that same form).
-And I dunno where to start.
I don't like using the navigation bar, although that is almost what I'm after.Also, search functions I've seen on here that use combo box lists to display results seem like too much for me, as each number typed into my search box will be unique.
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Jul 23, 2015
I am trying to create a query that has a self referencing running total based on the values (point totals) of itself (running total of values in the running total column that have already been calculated for all previous records) plus the total of new points being added in the current record, less the total of points being removed in the current record. This running total can never go below 0, if it does, the running total should restart at zero and add in only new points and begin the process again with the next records
I am able to do this in Excel in less than two seconds so I know there has to be a way to port this into a query. I've attached an excel example of what I am exactly trying to do
If it takes multiple queries to complete the required output I am ok with it. In my previous outtakes I have had up to 8 queries but just couldn't seem to do it..
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Mar 8, 2008
Hi,
1) I am pretty newbie to this access programming, do forgive me if my questions sounds stupid.
2) Basically I create an application in access capturing or production information for my company. now the top management suddenly wanted whats their main concern:- Total Daily/Monthly, Quarterly, Annual Sales (By Model If possible)
3) I start with daily (Lets don't be too overly ambitious).
4) I try to let user select dates from my calender control and reflect daily sales (in Total & By Model break down) insert into my form.
5) Understand someone told me from my previous post in Calender control I can achieve it either through forms or queries, which is a better way. (in terms of flexibility to change for program maintenance/ scalibility) wise ?
PS: Please forgive my ignorance :o:(
Thanks (In advance) & God Bless.
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Jul 31, 2015
I am having difficulty getting the right record to carry forward into a modal subform to edit/update information. The Request_nmbr is an autonumber field. The client can have multiple requests. When I open my subform, I can scroll through the records, but when I launch the "update" button, I don't know how to carry forward the request_nmbr so that I'm updating the right record.
Here's my code:
Private Sub Btn_Exception_SubModal_Click()
DoCmd.OpenForm "Frm_Exception_UpdateModal", acNormal, , acFormAdd
Forms! [Frm_Exception_UpdateModal]![Request_nmbr].value = Me![Request_nmbr].value
Forms! [Frm_Exception_UpdateModal]![clientnmbr].value = Me![clientnmbr].value
End Sub
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Dec 31, 2012
I have a table with 4 field which describe clips.
ClipName (txt)
ClipSize ( Long Integer)
ClipDuration (HH:MM:SS)
Date created (dd/mm/yy).
I would like to get the total of ClipSize and also total of Clip Duration either in table down or in query.
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Aug 24, 2006
I have a table with a number of fields and made a query to get some sums/totals.
In the query I made three fields :
Gast : DSum("[aantal]","TbBedrag","[Discipline] like 'gast*'")
Elec : DSum("[aantal]","TbBedrag","[Discipline] like 'elect*'")
Pumps : DSum("[aantal]","TbBedrag","[Discipline] like 'cent*'")
The first gives me the sum of ‘aantal’ where the ‘Discipline’ is Gasturbines, the second is the sum of aantal in electronics, etc.
I made another field which is supposed to give me the total of the three forementioned fields : totaal: [gast]+[elec]+[pumps]. The output of this field however does not give me the actual total, but writes the numbers of ‘Gast’, ‘Elec’ and ‘Pumps’ after another, instead of totalling the three numbers.
Strange, why would the total not give me the sum of the three calculated fields ?
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Oct 30, 2005
Hello there
im having trouble summing a number of fields that contain a value of £0.00 or blank for example i have five fields on a form £2.50 £0.00 £3.00 £ £4.00 if all fields have a value then the correct total is displayed i have tried =([price1]+[price2]) ect or sum which does work but not if £0.00 or £ are used obviously the result i am after is total £9.50 can anyone help i want to be able to sum or add all fields to give a total including numbers £0.00 and blanks please no code because i wouldn't know what to do with it just keep it as simple as possible i intend to write the formula in the totals field not in the footer i would really appreciate your sugestions
many thanks Richard
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Jun 2, 2006
Hi
I have made a database in access 2000, and in one of the reports i have "iff" statements in a field but if i try total the whole column it give s me a error:
=IIf([MATURITY DATE]<[DATE],0,FV(0.09569/12,[TERM],[PREMIUM ]/[MODE],-([PURCHASE PRICE]+[PREMIUM ACCOUNT]))) (EXAMPLE: of iff statement.)
this gives me the answer i want but i want to sum the whole column.
if i try sum total i get a error?
george
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Apr 3, 2007
Well at the moment i'm still in the design stages, but i made a database with test fields to see how it would work out best.
Basically i have to have a form with a drop down list for each type of computer componant and when selected the total price for all the items selected so far needs to show up at the bottom of the form.
Or when a button is pressed the price could be updated, that is fine too!
The way i was planning to do it was having an orders page, in which each field was a lookup to a difference table, one for each componant
Processor; ProcID, Proc name, Proc cost
Anyone have any ideas on the easiest way to load the total value for the items selected? Would be much appreciated! Thanks!
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Aug 5, 2005
O.K, I am really trying to figure this out from other postings but my limited query experience is limting my understanding of the other posts.
I only know how to use the query wiz and then a bit in design mode.
I have a Query
[ID]pk [Contest Name], [Score]
There will be many records for the same [Contest Name] in the underlying table. Therefore i want to sub total by [Contest Name] so i can then create a report. I have created the report perfectly using the Report support in another posting submitted. But the report does not allow me to order the results as the sum calc is a function on the report. Therefore I am now exploring the Query Sum [Score] order by [Contest Name].
I just need it in a Qery for dummies format.
Go into design mode and put the following in what portion of the query on what line.
I will keep on searching in the mean time
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Oct 10, 2005
I have a query which returns charge_cost (based on course cost, whether it went ahead, if hospitals are eligible for charging etc) which is then used in an existing report.
I want to make another report which simply is:
Total training spend for 2004-2005:
£1276.04
And i just want that to be the SUM of charge_cost.
I cant work out how to do this - i did a new query including charge_cost and then created a new field called total_spend: sum([charge_cost]) but i keep getting the message "You tried to execute a query which does not include the specified expression charge_cost as part of an aggregate function"
I have no idea what this means...
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Oct 13, 2005
Please Help. I am tring to get the Month to date, year to date and week to date total in a query. I added a parameter for a date range. Instead of giving me the mtd, wtd, ytd, I get the whole months daily total. Can someone tell me what query caculation do I need to just get one number instead of daily numbers?
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Oct 28, 2005
One of the tables in the database has these fields
st1: st2: st3: st4: Date:
pass fail fail pass 10/21/05
fail pass fail pass 10/22/05
and so on. What I need to do is extract the number of passes and fails on each of the four stations and put them into a report. User will have to enter either one date or a date range.
Right now, i'm having to create a 8 queries for to find Count of Pass and Fail on each station and make a master query. And I because it's not grouping everything together I can't figure out a way to get a date range...
Please help,
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