Update Order Info Based On Quote Info
Nov 7, 2006
I need help on this, from what the best concept is, to what I need to look into using:
I store Quote data from phone calls into tblQuotes. There is a seperate table that holds much of the same information except that it is for actual orders called tblOrders.
As far as function goes, I have each working much the way I need it to except for one thing... If a sales person is on the phone with a customer with a quote already in the system, right now they re-enter the data into the Order table. Most times, the order is what was quoted, but maybe with a few small changes (so I will wnt to keep a historical record of the quote). How could I copy the contents of the quote recordset into the recordset for an order, where all the sales rep does from there is edit the quote to the actual order?
Would I use VBA or an update query that is executed via VAB? Honestly, I am unsure how to do this at all, I hope someone has seen this before and has a good suggestion...
Thank you.
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Nov 23, 2006
Hi, I'm new to the forum and I am currently designing a database that my colleagues can use to book people onto our courses.
I have a form set up with two subforms. The main form is one that has the course details, I then have a subform with the individual dates throughout the year. I also have a further subform that shows who has booked onto each date when I am on the course and date applicable.
Unfortunately I do not seem to be able to add new records to either of the subforms I can only change details of current records. I can however add new records to the main form.
Where am I going wrong??
I would appreciate any help you can give me.
Nikki
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May 3, 2006
Hi All
I have 2 formulas that work for me in excel. I hope to be able to replicate the result in Access.
1)
I have the following in a field called PROBLEM STORE NAME:
SALE (DAY 1 - HD)
Mt DRUITT (WOWPOS) (E)
THE MALL (WOWPOS)
TOWN HALL (RF)
LIVINGSTON
I want these to be grouped as WOWPOS or ISS460 (if not WOWPOS), so return in field STORE TYPE as:
PROBLEM STORE NAME.............................STORE TYPE
SALE (DAY 1 - HD)............................................... ..ISS
Mt DRUITT (WOWPOS) (E)......................................WOWPOS
THE MALL (WOWPOS).......................................... ...WOWPOS
TOWN HALL (RF).............................................. ......ISS
LIVINGSTON........................................ ..................ISS
I use the following formula in Excel to achieve this when I export query results from Access:
=IF(ISNUMBER(SEARCH("wowpos",K2)),"WOW","ISS460")
2)
I have a field VENDOR ID that may or may not contain ANY detail. If the cell is empty I need it to return N/A. If populated I need to return VENDOR CALL. The following formula achieves that for me in Excel:
=IF(ISBLANK(X2),"NO","VENDOR CALL")
Any suggestions would be greatly appreciated
cheers
sallee
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Feb 2, 2005
I have a Form1 that is based on a select query with a criteria [Enter PIN number]. When we enter the PIN it returns the correct result. I want to have a button that opens a second form based on the same PIN number entered to open the first (in fact there will be numerous forms I want opened based on this PIN).
Example:
Sidewalk - button
Curb X button
Tree - button
Hydrant X button
In the example above, only CURB and HYDRANT returned an entry. Therefore when I click on the button next to CURB I'd like the frmCurb to open showing the data based on the PIN numbered entered to open the From1, and when I click on the button next to HYDRANT it would open frmHydrant showing the data for HYDRANT based on the same PIN number entered to open the Form1.
Thanks,
SKK
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Oct 6, 2005
Wow, seems like this is my favorite place in the world now.
My problem is that I need to append data from one table to another, on the condition that any of the fields in the record have changed since the last time the query ran.
For example,
tblEmployee has the fields 'EmployeeID', 'Name', 'Position', and 'Office'. We are appending to tblEmployeeHistory with the same fields in addition to a field for a date. When executed, the query should append the records where something has changed and attach today's date to them. This enables us to later use another query to call up old information based on the date.
Once again, this is a hypothetical situation and not my actual database. Any solution or comments are welcome.
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Nov 20, 2014
I want to filter a database based on the info typed into the text box, after this, clicking on the button search and filter the database..I have an issue in my code, because I know just how to filter it based on a field but not for all..The fields I have are: Batchnumber, ModelnumberID, OperadorID, Datet, TestResults, Units and Status
My code is:
Me.Requery
Me.Filter = ""
Me.FilterOn = False
[code]....
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May 21, 2012
More Info" button based on Combo Box selection. I need to create a command button that can be used to see all of the data in the table for whatever name is selected in a combo box. For example, if John Smith is selected from the combo box, the user could click a "More Info" button, which will open a separate form showing all the data in the table for John Smith.
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May 12, 2014
I have a database which tracks product batches test results and then any reported issues.
I have one table tblOne with [Batch Number] and [Release Time/Date].
The 2nd Table tblTwo [Problem/Issue] at [Time/Date].
What i need to do is get the last batch number from table one which would have been released.
Example:
Batch: 275 Released: 21/09/2012 06:15
Batch: 453 Released: 30/09/2012 07:20
Problem: Wrong Batch Time/Date: 21/09/2012 08:20 Batch:????
How would i update table with correct batch in tblTwo
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Jun 15, 2006
I need to make a query work so that when someone enters info into a master form, it will pull the data for that job onto other forms when the job # is entered. Thanks for any help.
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Mar 15, 2005
Someone once posted an database on how to do this but I was not able to see how they were able to automatically input the data into a text field.
I know how to do a combo box to query and input those results into a combo box but I am confused how they got the information from the combo box selection to automatically put the other variables into the testbox. They did this without using the dlookup command. In fact it was done without any code.
They showed how to do this automatically without code and with two other methods (one being dlookup). Can someone please help me if it is clearcut as I don't have too much time to search the forums for empty answers (believe me I have already wasted too much time) Thank You
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Feb 25, 2005
I have a booking form comprising of a main form which holds the person details, and a sub form which holds the details
of each course they book. I want to be able to produce a report/ letter from the current form (ie once a person has made a booking)
confirming that the booking has been made and giving a print of the details.
How I can produce a report based on just the current booking information just entered in the form?
Can anyone please give me some advice on this one, I know how to produce general reports but cannot see how to link one to a current form's data?
Regards
Peter
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Nov 18, 2014
I have a form where I can add a new resident. It runs off a query that shows ID as null and has a button to add the data and refresh the form and query. I used to drop in OLE files but have since changed it to a linked image file. What I want to do is pull the info from the data that I input as a new resident.
Basically it means that any staff member can take a photo of the resident and put it in a folder and the database will point to that file.
The location is..."C:UsersRP"&[First Name]&" "&[Last Name]&".jpeg" First Name and Last Name are in the table already. I have tried using an append and an update query to no avail.
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Apr 24, 2013
I have a form that I need to turn into a table. The table will be updated each day with new information but I dont know what to do to keep the previous days info. I have attached the form ....
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Dec 1, 2012
We have Cardiac Rehab patients that come 3 times a week (M-W-F). Once they are on program they stay there for 3 months. There are classes given hourly from 8am thru 6pm. There are 12 available slots per class. Right now this is being handled in Excel, but I thought I might improve things by putting it in Access.
The Excel "form" I built has fields for PatientName, MedicalNotes, DoctorName, and Notes. Because the names rarely move (a patient gets a slot and stays there) the user opens Excel, reviews the form to make sure no one cancelled-is out sick-etc, then prints the schedule. When the day is complete I have a macro that takes this information and saves it in a tablelike manner on another sheet. A dynamic pivot table references this info to give the user quick answers as to daily volume, etc.
The thing I can't get my head around is how to make this as easy in Access. My thought was I could have a PatientT, listing all of the fields mentioned above. I could have DailyF open, bound to PatientT, with additional unbound textboxes to add "today's date", cancellations or no shows, and then Save all of this in another table and print out the daily schedule.
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Nov 27, 2013
I have a form with cascading combo boxes pulling from a table. They work perfectly, no worries. My problem now is if I do not enter information in every combo box (i.e. only two out of four combo boxes), how can I still run the query and get the appropriate information?
For example (these are my combo box titles in order):
Product
Type
Customer
Contract #
I don't want to necessarily look by Contract # all the time, but sometimes just by the general Product and Type to get a larger view. How do I set up expressions/criteria in my query to accurately produce that information? Right now it just produces a blank query table if I don't fill out all the boxes.
I've tried a couple of expressions with "isnull" criteria, but I must be doing it incorrectly.
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Jul 1, 2013
I have a table called Client Info which stores the clients name and their requirements (Gas safe etc). And I have a table "Job List" where i select from a drop down menu the clients and it auto fills all the requirement check boxes based on what is stored in the Client Info table. However I can't get the code to work.
Private Sub Client_Click()
[job_list].[Gas_Safe].Value = [client_info].[Gas_Safe].Value
End Sub
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Aug 5, 2014
I have a table products with a field "id_product" and "total" (Total items in stock)
I have a query with the fields "id_product" and also the field "total in stock"
I want an update query to update the field 'total' in table 'products' with infos from that query
For each id-product in table products, replace the field total with the field 'total in stock' from the query
So I want to update a filed in a specific table with infos form another table.
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Aug 31, 2007
I am trying to build a Form that will show an estimate (then eventually will be moved to a project if customer and employee aggree to price and project) in a Form F_Estimates is a M_Customers(Customer_ID) (Based on a Table) and thier info in a Subform. Also is the "projected costs" from parts out of the Parts(Part_ID) (Based on another Table) in a second Subform as a list that I need to calculate $$$ in
(Dang that still sounds evil and definately NOT understandable even after edit... so)
Here's some basic info
Tables
EstimatesandParts - Table
EstimatesandParts_ID : Autonumber
Estimate_ID : Number
Part_ID : Number
Parts - Table
Part_ID : Autonumber
PartNumber : Text (not a number due to some part#s have letters in them)
PartName : Text
Unit Price : Currency
Description : Text
Estimates - Table
Estimate_ID : Autonumber
InvoiceNumber : Text (again can have letters in it)
EstimateDate : Date/Time
EstimateTime : Date/Time
Employee_ID : Number
Customer_ID : Number
ProblemDescription : Memo
Customers - Table
Customer_ID : Autonumber
FirstName : Text
LastName : Text
CompanyName : Text
Address : Text
City : Text
Province_State : Text
Postal_ZIPCode : Text (CDN Postal codes are letter num letter...)
you can see the link table in the EstimatesandParts Table
Now I want to use that link to populate a subform in the F_Estimates form
Forms
SF_Customers - SubForm
(all boxes atm are text boxes on this form till I figure out the Parts section then will use same base for this so I can pick any customer in the database to be the customer for this estimate. Also will have ctrl button for making new customer with customer form and a refresh on Focus Gain bit of code)
FirstName
LastName
CompanyName
Address
City
Province_State
Postal_ZIPCode
SF_Parts - SubForm
Default View -Continuous Forms
(want it to be a list of parts that I can grab prices and descriptions from then in a bit of code to calculate a cost of parts)
Part_ID : Combo Box
Control Source - Part_ID
Row Source Type - Table/Query
Row Source - SELECT Parts.Part_ID, Parts.PartNumber, Parts.PartName, Parts.UnitPrice, Parts.Description FROM Parts ORDER BY Parts.Description;
(Pulls info from the table Parts for input into a list of parts to be used on that project)
PartName : Text Box
UnitPrice : Text Box
(here's where I run into problems due to the fact that the form is not based on the parts table but rather the link table EstimatesandParts so I can't propogate the info to the 2 other text boxes, ps I dont care if they cant be text boxes and have to be linked or some other type I'm not "set" just need to find out how to make it work )
(have tried a couple things to complete this task)
Me.txtPartName = Me.Part_ID.Column(2)
Me.txtUnitPrice = Me.Part_ID.Column(3)
(works AWSOME ... for ONE ROW then propogates the second selection to the first and second and third selection to first second and third and so on ...)
(tried to make control source for the txtPartName to)
=Forms!Parts!Partname
(Doesnt exist .. akkk, cant use ActiveForm either as it doesn't focus on the SubForm but the MainForm ... cry)
F_Estimates - Form
Estimate_ID
InvioceNumber
EstimateDate
EstimateTime
ProblemDescription
(all basic Text Boxes)
Employee_ID
Customer_ID
(Combo Boxes Select Customer and Employee from list of present ones of each)
SF_Customers
SF_Parts
(Both SubForms on the main form)
Now this is an Exerp from my entire Database I like to work on one small problem at a time and I have made this its own little database till I figure out the problem then I will bring the info I learn back into the rest of the database and go from there ...
Hope you can help I have a feeling I will need to make a recordset and go from there but I'm just not able to wrap my head around that for some reason
Thanks in advance for ANY and ALL help that I get from here
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Sep 21, 2005
is there a big diffrence between vba an vb.
Would you be able to have the same databasing power in vb.
a company offered me a job but they would prefer if all my programs where in vb, but i have never even lokked into it. i know there are a few extra thing like menus and stuff like that.
Would i be able to say that since i know vba i would be a ok candited?
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Nov 10, 2007
I have a query that creates 8 columns, exactly as I want. However, the information in the last 2 columns, Dbk and Com, I'm trying to get on the same row. Right now, when the query is run, the Dbk amount shows up on one row and the Com column is blank, then the next row shows the Com amount and the Dbk column is blank. Is there a way to get both values to show on the same row? Thanks.
SELECT tblCorpCodes.[Client Code], tblCorpCodes.[Client Name], tblCorpDollars.[Month/Year], tblCorpDollars.[Invoice #], tblCorpDollars.[Drawback Entry #], tblCorpDollars.[Claim Ref #], IIf([tblCorpDollars]![Income Type]="Drawback",[Amount]) AS Dbk, IIf([tblCorpDollars]![Income Type]="Commission",[Amount]) AS Com
FROM Query4, tblCorpCodes INNER JOIN tblCorpDollars ON tblCorpCodes.[Client Code] = tblCorpDollars.[Client Code]
GROUP BY tblCorpCodes.[Client Code], tblCorpCodes.[Client Name], tblCorpDollars.[Month/Year], tblCorpDollars.[Invoice #], tblCorpDollars.[Drawback Entry #], tblCorpDollars.[Claim Ref #], IIf([tblCorpDollars]![Income Type]="Drawback",[Amount]), IIf([tblCorpDollars]![Income Type]="Commission",[Amount])
HAVING (((tblCorpCodes.[Client Code]) Like "566") AND ((tblCorpDollars.[Invoice #]) Like "7315"));
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Apr 28, 2005
I've been searching all the forums and unable to find my answer. What I want to do is show on a form the average quote for the specific model number.
On the form there is customer info, product info, etc. I want to see the average of what we have quoted every other time we have seen this product (we do repairs). The identifer for the product is the model number, Model#, the quoted cost is PRICE. I've used this function before, DAvg("[Price]","Repairs","[Model#]='013003020'") - which of course gives me the average for one specific model number (013003020). How would I use a similar function but have it do the average for the model number that I am viewing on the form?
If I am able to do that - I also need to find a way to not include nulls and zeros from the Price field.
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Aug 4, 2005
Hello Gurus,
I need to perform a massive deletion within Access and I want to find out if there is a simple piece of SQL that can be written to complete this task.
Example:
I have a table called GAB - one of the columns is called email addresses
Currently all the email addresses look like this: m14.dpitts@****.com
I need them to look like this: dpitts@****.com, so all I need to do is remove the 'm14.'
Is there something within Access that will accomplish this?? Kinda like substr in Oracle?
Any help would be great!!! :)
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Sep 26, 2005
I am new to this forum, so forgive me if this question has been asked before
I needed exact information about the way the 'like' operator works, so I pressed F1, typed 'like' in the "Answer Wizard" and was told to "rephrase my question". :eek:
The index was slightly more helpful as it obviously contains 2 topics with 'like_operator', but choosing them does not reveal anything. :confused:
Where can I find info about such things?
I also need to use an operator called 'contains' which I have used when working with SAS, but appearently it does not exist in Acccess or it has another name. Has anybody heard about it?
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Jan 17, 2006
I have 3 tables: tbl_1, tbl_2, tbl_3
All 3 have the same 3 columns: name, email, code
Can I write some queries or a code or something that can create one "tbl_MASTER" with the same 3 columns?
Ex:
tbl_1 - 3 records
tbl_2 - 7 records
tbl_3 - 21 records
tbl_MASTER - 31 records. Now the information in the other 3 tables changes everyday so I want it to all be automatic, I dont want to execute 3 different queries or anything like that. Is this doable. Thanks.
Travis
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Nov 21, 2007
Hi All,
Can someone point me in a direction to get some good information on how and when to use recordsets? Ive gotten by without having to use them for the most part up until now.. but the inevitable has happened and i figure i might as well learn to use them
for the most part i know When to use them, but its getting into the how and where to use it for the most part.
simple examples or even perhaps a tutorial would be great! thanks guys
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May 13, 2005
Guys i have tried to seach the Forum but can't find a solution to my need.
I would like to get a collection of table names from another DB, what i am trying to do is populate a table with a list of table names that the front end links to and their paths once a user has selected the data file location.
Instead of me having to force a user to place the DB files in a location of my choice when the database first loads it will prompt the user to select the location of the data file then (this is why i need the above) populate a table with a list of table names and their source, then establish a link to them for the front end to work.
Also if i ever send amended DB files or they move the location of the data files they can automatically re-establish the linked tables.
Hope this makes sense.
Cheers guys.
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