Hello.
I am having dificulty setting up a query. What I have so far is two tables one with customer contact info (name address phone etc..) and one with transactions. I want to have a query that can show me the customer and all of his transactions in one record. I am able to list it now as multiple records but i want to have it all in one record.
Hello,
I have a query that lists members who have outstanding payments. The results of this query are being used to populate a winword mail merge document.
The problem with this query is that if there are multiple members from the same family who owe then I will get an entry for each of them in my query results. What I would like to do is add the amounts due so that I only have 1 entry for that family. Additionally, since it is possible that more than 1 person can have the same last name and not be related I would also like to have the query check the address field and if it's the same than add the amounts due. The following is the sql statement for the current query.
SELECT Members.FirstName, Members.LastName, Members.ParentsNames, Members.HomePhone, Members.PaymentDue, Members.Active, Members.MemberDues, Members.FamilyAmount
FROM Members INNER JOIN MemberTypes ON Members.MemberTypeID = MemberTypes.MemberTypeID
WHERE (((Members.PaymentDue)=Yes) AND ((Members.Active)=Yes))
ORDER BY Members.LastName;
Any assistance would be greatly appreciated.
Regards,
Chris
create a check on a feild(customer id) of customer table in MS Access , as "Customer ID is of 8 characters, the first 4 are alphabets and the last 4 are digits"
View 6 Replies View RelatedHi all:
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)
Table AR_Pay
AR_Pay_ID - Autonumber (PK)
AR_Due_ID - Long Integer (FK)
AR_Pay_Date - Date/Time
AR_Pay_Amt - Currency
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 :).
I have a Table Sales - that lists customer and order information
Most of the customers are new - is there a way to populate Customer Name Table with a new entry each time a new customer is input into the Sales Tale
(Without having to add the custome to Customer Name Table - then going to Sales Order)
OR
Failing that - is there a way to use a list box that points to Customer Name Table (and if it doesn't find the one you want, will allow you toadd a new record) In the SAME form as you use to add to Sales Table.
So:
Date (textbox linking to form.Sales) Customer Name (List Box linking to form.CustomerName + adding the info to form.Sale)
I'm trying to make a query to filter or show only those customers when it is the time for their monthly payment.The query I have consists of four fields which are
1- Order ID
2- Payment
3- Date (Default value set to Date ())
4- Date for next time Payment (Default value set to date () + 30)
I made another field called "states". In this field I putted the following expression
Code:
IIf(([Date for next time Payment]-Date())= 0 "Should Pay";" ")
Then, I set the criteria for such field to "should pay" so that only customer "should pay" will appear in the query datasheet. However, this method has the following shortcomings:
1- It works only for one day (alert day) ,i.e., customers will filtered only when the expression is true.
2- Customers who have paid will still appear as a "should pay" until the day (the day that make the expression true) finish.
3- Customers whose pay late (maybe after 1 week) will disappear form the query datasheet after alert day finish.
To overcome the above shortcomings, i modified the expression to
Code:
IIf(([Date for next time Payment]-Date())<-1 And ([Date for next time Payment]-Date())>-15;"Should Pay";" ")
This method will extend the alert duration to 15 days, so the customers who haven't pay yet will appear in the query datasheet for 15 days. However, the customers who have payed will appear also, and that is the problem. The problem here is I can't compare the current payment date with previous one for one customer. method to create suitable expression, or even another query scheme ??
I have a DB set up with a debtors table (Customers) and a Customer Contacts table, I was thinking of combining these two tables into one.Most of the Debtors are companies, but a few are actual people. With the current setup, i need to have both a debtor and a customer in two different tables, but with exactly the same data.
View 1 Replies View RelatedWhen I open one of my tables or queries and look at the customer Id, the displayed info is a single digit. On my customers table my primary key is the customer Id with auto number with the format like this: "ID"000. This is great however, when you look up the customer id in other tables it only displayes the single digit. I want it to show up like ID001 or ID002. In the customers tables it looks just like that, but if you click in that cell/field it takes away the ID and just shows the 001 or 002. I changed the format in my other tables under customer id to "ID000" but that didn't seem to make a difference. I would like to be able to do a search lets say by customer ID in one of my products table and when I type ID005 or ID012 it takes me to those records. But right now I would have to enter 5 or 12. Datatype in my other tables on field customer ID is set to text. Do I have to do a validation rule? How can I get it to show up the way I want it?
View 7 Replies View RelatedMy table appears like this with the following columns:
Name| CUSTNo| ORderNo.| AcctDate| OrderDate| OrderDescription
I would like to write a ms-sql query to return the records of each customer number with the latest OrderDate. One more thing, if the customer has two separate order numbers on the same date(should be the latest date), the query should be able to pull up both the records.
I tried with the code below but its taking a long time to execute and finally hanging up MS ACCESS.
SELECT * FROM TableName AS a WHERE Not Exists (SELECT *
FROM TableName b WHERE b.CUSTNo = a.CUSTNo AND b.OrderDate >= a.OrderDate);
I am doing my project to create data base for Video Hire shop. Was allright so far; however hit the wall now.
I need to create query to list Hires(rentals) by customer age group. I have created query with the following fields: Customer ID, date (Date()), DOB field and calculating field: AgeGroup:Now()-[DOB]. When click to display data in AgeGroup field is displayed in days. How to set it up to display decades not number of days days?
at the moment i am making a system that calculates the cost of gym membership cost. however, i am stuck on how i can determine whether or not the member's have paid. i have a make table query that calculates each members fees. i would like the payments to be made quarterly. does anyone have any ideas on how i would be able to do this.
View 1 Replies View RelatedI have a database with 10 properties which I want to record details of weekly or monthy payments. I have a table for properties, one for tenants details and one called payments. I then have them on a form. I want to open the tenants form and insert a command button to open the payments form and record payments as the occur but i can only enter one - it is giving me an error message as I am duplicating a record. The tables are linked with a property reference which I have set as the primary key. I have obviously done it wrong. Can anyone advise me of a way to do this please.
Thanks Tracey
i am making a db for a gym. the members pay yearly and the fact that they have paid is shown by a tick box in the members table. i therefore want to reset these boxes to 'No' at the beginning of each year. anyone got any way that this could be done.
thanks
i am unsure as to whether this can be acheived in a database..
basically this task is almost calendar like.
the company operates 7 days a week.
i have a table of company drivers and each has their own driver ID.
my user would like to store what time each driver comes into work each day and what time each driver leaves. this needs to be quite flexible however because some days certain drivers wont work, but each day..if a driver has a 'come to work' time then they will for sure have a 'leave work' time.
each driver also pays rent to the company once a week. within this calendar like system i would also like to store on what day the driver paid what amount towards their weekly rent.
i cant quite imagine how this can be done in a database. but if these kind of applications are common, i would be most grateful for some direction.
thank you.
one more thing..
i would also need to record during each day what time the driver left and returned from lunch (sometimes our drivers leave for a few hours during lunch time)
i want to store this because if they miss a job while they are on an extended lunch break im gonna roast em.
Hello,
I have a database for rental units and i have two problems that i cannot solve. I have a table with 4 different options of units with different prices. what i would like to do is for the first time customers there is 1 time fee, how would i be able to charge them only 1 time and no charge after that.
My second question would be i have a payment form also and lets say a person joined today and has to pay 40 for monthly rental and 20$(the 1 time payments) which comes to 60$, and the person pays it in full so the balance is 0$, how would i set it up that a month from now, the 0$ will turn again to 40$ so the person has to pay again?
And also would i be able to set up a late charge if they dont pay on the day that they are supposed to?
Thanks for all the help....
hello all.. trying to resolve an issue in my system..
basically i run a taxi firm.. for those that dont know.
this issue deals with credit card payments, and in particular payments for multiple transfers.
lets say you are booking 2 journeys..
the first journey is on 2nd June from London Heathrow to your hotel in Kensington
the return journey is on 5th June from your hotel back to Heathrow
you want to pay for both journeys at once with your credit card.
both transfers cost £40 each, 40x2 is £80 plus 5% transaction fee is £84.
we keep the credit card details on file to save our passengers time when they want to pay for their journey using the same card.
so lets say we have a job table.. and a credit card table..
Card Table
cardid (pk)
cardtype
nameoncard
last4digits
secnumber
expirydate
startdate
issuenumber
Job Table
job id (pk)
jobdate
jobtime
jobnotes
should i create a new transaction table which holds the jobids that were paid for and the cardid that paid for it..?
shall i include the price of the job in the jobtable.. and store the transaction fee in the transaction table?
if this is clear i would like to hear a few opinions on this.. i will be thinking hard about this over the next few days so i might come to some conclusion but what do you guys think
cheers.
the reason im asking this is because at the moment i am storing the credit card details.. pricing information and job details in the job table..
when i send my passenger an email confirmation.. it sends them the job details, card details and payment details..
this is fine for single transfers.. but if they book more then one transfer i have to send them multiple emails outlining each job individually.. and if they wish to use the same card i have to find their card from the original job and copy those details.
if someone books 4 jobs and pays for them all with one card and one transaction i really have difficulties, i would have to send them 4 emails (with 4 job details respectively) and i would have to include all the payment details in each job to verify it has been paid.. this means i would have to enter their card details 4 times.. and even though each job might be £20 each.. i would have to write £80 in the total charged field because it is covering all the jobs..
anyways.. if you can spare me a thought i would be grateful.. thank you
I'm working two dates that will highlight the accounts that have made a payment Today (Last Payment) + 60 days & move the entire row to another tab
Payment Made: iif ([Date of Last Pay])>60 days from ([Dis Date) highlight and move to tab number 2
and
Payment Made60: iif ([Date ()])>60 days highlight and move to tab number 3
I 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'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 14 Replies View RelatedI have built a simple database for a dance school.
The junction table that handles enrollments is behaving a bit weird.
I have a form that deals with class payments. This is linked to the enrollments table via datasheet.
When i refresh the datasheet (which is embedded in a form) after a payment the first record in the enrollments table changes its value.
Effectively the first student changes to whatever class i am currently viewing.
I have a report that has two sub reports one to report deposits and the other to report payments.
The report prints fine if there are records in both sub reports, however when the payments sub report is blank then the report hangs and won't print to pdf at all.
I would like to display the sum of all the payments referred to an invoice, in an unbound field in a form.
The invoices are stored in the table FACTURAS, and the payments, in the table REC-COB.
The main form is bounded to table FACTURAS and it has a subform bounded to REC-COB. The INVOICE number connects both form and subform (NĀ° DOC <-> FACTURA).
Table: FACTURAS
Field: NĀ° DOC
Table: REC-COB
Field: FACTURA
Field: IMPORTE indiv
If I am displaying the invoice information of FACTURA "A1000", in the subform I currently display all its payments (stored in REC-COB) but I also want to display the SUM OF THOSE PAYMENTS.
I tried:
=DSum("[IMPORTE indiv]",[REC-COB],[REC-COB]![FACTURA]=[detalle_fact]![NĀ° DOC])
* detalle_fact: name of the main form
I have a members DB that apart from full details also show payments of yearly subscriptions. I am trying to print a report that shows a list of all the lapsed members. sounds like a simple simple report, BUT...I have a table that includes male and female members on one club number, idealy man and wife, but if for some reason the part company one may not pay the others subs those making the other a lapsed member. is there anyway i can print one part without the other?
E.g. this is haw it prints now
Male Name Paid Female Name Paid
J Smith No M Smith Yes
and this is what i am after
Male Name Paid Female Name Paid
M Smith Yes
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 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...
Hi,
I'm creating a db for customers and each customer can have many service orders.
In the customer form I have two buttons, one to create a new service order and one to open existing service orders.
Both buttons work as they are supposed to although I am doing this with custid, so both the customer and serviceorder tables have a field called custid and when the button is clicked to show existing service orders it matches both custid's and shows the corresponding records. However it onlt works at the moment with me manually entering the custid in the field in the serviceorder table. When a new service order is created I need the custid to be entered in both tables.
I hope this makes some sense, any help is grately appreciated!!