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Time & Billing - Project Management System Upgrades


We'll it's been out for a while so now I'm gonna give people who use it or would like to use it the chance to have there say as to what goes into the next version.

If you've got any idears for something that you think should be included with
"I've Got Time To Bill Ya Now" nows your chance to have your say.

Main Topic http://www.access-programmers.co.uk/forums/showthread.php?t=121117




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Related Forum Messages:
Project Management
I have over the last few months been building my own Project management system.This is based around A Phase task principle but the phases and tasks are used to create an estimate for a project depending on how much time is assigned to each Task.The system can use multiply Estimates with different billing codes plus their is a billing code system where billing can be done by a default list of codes (Rates 1-5) Or assigned rates for a client.I'm not after any money for it and will make it available to members hear.If anybody want to look at it and maybe make suggestions on improvements or let me know of any errors that would be greatIt would be an mde with an mdb back end.You should be able to update the back end that I don't think will be a problem LOL When it comes to new versions.As I said I don't want ANYTHING For you using it but would be nice to get it working better.mickp.s Ill Post some pictures if ya want. And It is a work in progress?Please use this topic from now on http://www.access-programmers.co.uk/forums/showthread.php?t=121117 this is where the beta 1 downloads available from.

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Order Management System
I have little experience using Microsoft Access, but am attempting to create an order management system.

I have designed a system to store customer details and allow the entry of orders. I now want to develop this so that the system can handle delivery notes.

There are currently two tables for order information, since each order can consist of multiple items. So, general information, like the order date, order number and salesperson are stored in an orders table. A second table, Order Detail lists the items and item specific information along with the order number of which they are a part.

A whole order (i.e. all items assigned to one order number) may be delivered at once, or in smaller consignments. However, every consignment must have a delivery note with a unique number. So, there may be several delivery note numbers associated with each order, relating to different shipments.

I therefore need to create a system which allows the user to select which items from an order are being dispatched and then get Access to do the following:


Create a new record in the delivery notes table. The delivery note number will therefore be created (it's an autonumber). The user should be prompted to enter the delivery date and this should be stored in the date column of the delivery notes table, alongside the delivery note number.
Enter the delivery note number in the "Delivery Note Number" field of the Order Details table, for every item that the user selected as dispatching.

Once this is in place, I will then be able to pull all the required details together with a query and then print the delivery note.

Bearing in mind that I'm very new to Access and so don't have any knowledge of scripts/macros etc, can anyone tell me how I can achieve this?

Many thanks in advance,

Gary

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Search Management System
I am trying to create a database where I can search for a specific vacation spot based on the things to do there and qualities about those things.

Lets say I have the following

Arizona --> Grand Canyon --> Hiking, Rafting, Dining, fun, costly
Arizona --> Family --> Dining, Scary, free, scary
Utah --> Zion Ntl Park --> Hiking, Photography, inexpensive, fun
Florida --> Disney --> Family Fun, Parks, Dining, fun, costly

So now I want to run a search to show me places that have "hiking" which would return Grand Canyon and Zion Park and it would return Zion under the Utah Category and Grand Canyon under Arizona.

Also, would it be possible to run a search of places that meet, say, 80%, of the results. So if i result for places that are costly fun, and hiking it would return results that matched it about 80% or so?

Thanks!

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Keeping Historic Data - An HR Management System
I am trying to design a database for an HR management system.
I am not very clear on how to handle historic employee data in this database and will need some help and advice please. Any comment you can provide, i'd really appreciate it.

We will like to have record of historic data and the date of change:
Employee address change
Employee name change
Salary change
Position/Title change
Office location change
Number of dependents change
Bonus received year-to-year

E.g. if an employee name changes, we should still have to have a record of what the old name was.
Scenario:
Jacqueline Peters got married 2years after her employment date and now goes by Jackie Harrison (the changed was made on the system), she leaves the firm 10years later. Many years later, someone calls about a Jacqueline Peters that worked here, we have no way of knowing who that is.
Now, we would like to the salary she was earning 5years after she started here though her endsalary has changed 10years later she got a big promotion (salary change) and changed department, we have no way of knowing what her salary at a particular time was and what her old title was.

What's the best way to design this database to handle historic data? Have you worked on something similar? How did you go about it?
Any ideas and comments will be greatly appreciated.

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A Query About A Book Management System Isn't Working
Hello !:)
I need to make a SQL query in Microsoft Access.
The database is in French but you will easily understand, if not please ask me to translate.
You will find the MDB Access file inside the attached ZIP file.


The query I need to make is ::rolleyes:

We want for the next sent of books to the members of l’EST-SUD (WEST-SOUTH in English), to test the equivalences of the books.

We want to send for each book from the “genre” (theme in English) “Animaux” the most expensive equivalent book, we want to give a list with the original book, the recommended price (PrixCons in the database) and the most expensive equivalent book with his price.

-“NoLiv” is the book number in the database.
-“TitreLiv” is the book name (title) in the database.
-“NoGen” is the theme (genre) number in the database.
-“NomGen” is the theme (genre) name in the database.
-“PrixCons” is the recommended price for the book.




This is the query I tried, but it isn’t working ::confused:

SELECT DISTINCT *
FROM LIVRE AS L, EQUIVALENCE AS E
WHERE L.NoGen IN (SELECT G.NoGen
FROM GENRE AS G
WHERE G.NomGen IN ("ANIMAUX"))
AND E.NoLivEq IN (SELECT LI.NoLiv
FROM LIVRE AS LI
WHERE LI.NoLiv IN (SELECT MAX(LIV.PrixCons) AS [Prix Max Livre Equivalent]
FROM LIVRE AS LIV
WHERE LIV.NoLiv=LI.NoLiv))
ORDER BY 2, 3;





SECTEUR (N°Sec, NomSec)
ADHERENT (NoAdh, NomAdh, PrenomAdh, Sexe, DateNaissance, #N°AdhResp, #N°Sec)
MEMBRE (NoMemb, PrenomMemb, Sexe, Age, #N°Adh)
GENRE (NoGen, NomGen, Exemples)
LIVRE (NoLiv, TitreLiv, ThemeLiv, PrixCons, #NoGenre)
ENVOI (#NoMem, #NoLiv, DateEnvoi)
ETUDE (#NoMem, #NoLiv, DateEtude, EvalEt, Commentaire)
EQUIVALENCE (#NoLiv, # NoLivEq)
Primary keys are underlined and foreign keys have a # before them

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Rent Management System ... Bills Calculation Segment
hi all,

basically the senario is this , i'm re-writing a segment of a rent management database i use to handle student rent and bills in two houses. even though i'm on version 4 i've never been able to write a section to handle bills that truly works.

Bills come in at different times and have a start and finish date,

during that time there could be any number of people coming and going.

My idea is to create a table that writes a line for each day of the bill period, with this table created i can then work out how many people are present in the house (under contract that is) on each day and split the bill amount into a fair amount for each day. Then stage three would be for every day that a student is under contract for a house add the amount of the bill for that day inserting that into a second temporary table, calculate the final amount each student has to pay , delete the temporary table and vola , bobs your uncle

or in my case my dad ...

sounds simple but unfortunately i've fallen at the first hurdle, my SQL isn't bad but my VBA is more than basic so have no idea how to create a temporary table and insert a row for every date between the start and end date .....

anyone got any time to help with this one would be much appreciated !

;)

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Time & Billing Beta 1
I've now decide to release this project as it now does All I want and thanks to all those from hear who helped with some of the solutions to my problems I'm happy with it.There are some items that have been disabled this is only because I don't need them at the min but when added I'll update the file, The tables are as complete as can be although there will be addition for later versionsThis version is for 2003 should you require 2002 please post a request for it.There will be additional tables as this project develops plus as I don't really use a lot of reports I've only added what I need but if you have a suggestion for a report let me know I will be adding a few as things develop.Thanks to Kent Telephones (http://www.k8t.co.uk) for hosting this project.IMPORTANT READ THE GETTING STARTED FOR SETTING UP AND INSTALLING THE SMTP DLL WHICH IS REQUIRED FOR THIS PROJECT TO RUN.Enjoyhttp://www.databasedreams.co.uk/freeware.html

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Time Management - Simple Time Clock
Hi all, I havent' been around in a while (toddler, work, getting my BS degree and new baby coming in a week and a half) so I am hopefully not asking a previously posted question.

I'm suspecting my new work isn't accurately paying for the hours worked. I made a quick simple DB where I input my punch times in short time format. There's the typical In, Out for Lunch, In from Lunch, and Out. I've got it correctly adding the times so that it reports the total hours worked per day, though, in order for it to display correctly, that total is in short time as well.

The problem is, when I group a week together, as soon as the sum of the totals reaches 24 or more, it goes back to 0, as it's on the idea that there's only 24 hours in a day.

Hopefully, it's just a formatting issue or is there a function to convert the times (or just the sum) to number of hours?

Thanks and Happy New Year to all.

-Jim

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Planning – Adding Time Management/registration
Hi all,

I’m adding a new function to our Costumer Relations Management system – Time management. Or maybe “time registration” is a better definition for it. The idea is that our consultants can add their hours into our CRM, either from the “Project”, “Tasks” or “Costumer” part of the CRM. Note: This is a tool to keep track of hours spent on a project, not a planning tool.

I’ve made the input-form for the records (Date, ClockStart, ClockStop, TimeSpent, InvoiceHours, etc.). But now I’m basically without a clue on where to start – I want to make a function almost like the calendar in Outlook, where the consultants can input what they’ve been working on, say between 13:00 and 14:00.

It doesn’t have to be fancy graphically, but functional and give a good overview.

Any ideas?

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Can I See Edit Time For My Project ...
Is there a way to see my total edit time for my project, like I can see edit time in a Word doc? (File -> Properties)

Thanks all :)

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Help With Time Tracking System
I have a time tracking system where users can clock in and clock out. I want to have an error message when they clock in and then accidently clock in again. Therefore, they can only clock out after they have clocked in. The data goes into the table called "Timeclock Table". The fields in that table are SSN, Clock-In, Clock-Out, and TimeStamp. The clock in and clock out are check boxes. can you guys help me?????? Im just a beginner.

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Help With Time Tracking System
I have a time tracking system where users can clock in and clock out. I want to have an error message when they clock in and then accidently clock in again. Therefore, they can only clock out after they have clocked in. The data goes into the table called "Timeclock Table". The fields in that table are SSN, Clock-In, Clock-Out, and TimeStamp. The clock in and clock out are check boxes. can you guys help me?????? Im just a beginner.

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System Date And Time
Hello,

I have a form that displays the system date and time for every entry.
When the data gets stored in the table, the date and time do not get stored. How can i save the date and time with all the other information.

Also, everyday when i open the form, it shows me all the data from the previous day but the date for all that data has changed to taday.
I want that everyday when i open the form, it should be blank and all data from the previous day must be stored in the table along with the date and time.

Hope someone can help me with this
Thanks

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Time Tracking System
I have a time tracking system where users can clock in and clock out. I want to have an error message when they clock in and then accidently clock in again. Therefore, they can only clock out after they have clocked in. The data goes into the table called "Timeclock Table". The fields in that table are SSN, Clock-In, Clock-Out, and TimeStamp. the clock in and clock out are check boxes. can you guys help me??????

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Rnd Based Off System Time/date
Hey all,

I'm trying to find a solution to a problem. Is there any way using VBA to generate a random number, based off the current system date and time? The theory is that a random number seeded by the system date/time will be truly unique and the possiblity of it ever occuring again will be nearly nil.

Or is there a better way to create unique ID's (such as member ID's, or something similiar) based off the system date/time that can be used as a primary key in a relational db.

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Employee Time Card System
I need to develope a system that will allow for employees to login and imput their "time card". I found one post on here about something similar, but it didn't give much info. I am very very new to Access so please give info in simple terms or very well explained. I am hoping that I can have a login and password so employees can't access eachothers time card. All it will need to track is
Date
Type of work
Hours
Rate
Comments
I am hoping that this is going to be an easy task, but I need some help. Anyone have any ideas or directions... or even better know where I could just download a template.
Thanks,
Chrissy

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Creating A Timer Event That Checks System Time?
I need a query run that brings up a list of customers that need maintence after 6 months after their last maintence service. As soon as you open the DB, the event/query runs and if there are any customers past due to display them. And if there are none, to not even show the query at all.

I have very little experience with timers and if/then statements and don't know how to set this up.

Any help would be greatly appreciated. Thanks in advance.

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Comparing A Date/Time Field To System Date
Hi,

I am trying to compare a value in my databse produced by the date() function, short date format, to one that is exactly 24 hours after the value recorded by the date() function. If the value in the database is 24 hours prior to the current date(), I need to flag a text box a diffrent color to alert the user. I am unsure on the If statement that I will need to produce this result.

Any help would be greatly appreciated!!!!
Thanks
Mikeco555

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Billing Rate
Hello all,

I am talking to a potential customer about doing some contract work using access. This would be my first contract using access and I was just curious what some of you are charging as your rate. I'm a strong developer but my experience has been in a full-time position so I'm not sure what contractors would get paid.

Any help would be appreciated!

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How Do I Complete This Project? Need A Few Answers To Finish DB Project.
I have tables and forms setup but I have 3 general questions on how to finish the project.

1. Should I create a folder where all the files reside for instance, create a phone log folder, put the DB file into the folder and export XML's into the same folder?

2. How do I get the form to launch as a self-contained form without the Access application in the background?

3. How can I get this form and table to automatically update an XML spreadsheet whenever records are added?

4. How can I get the form to sort all records according to time logged? The time will be entered in manually and we need all the records to sort automatically by time in ascending order.

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Simple Billing Function
I'm trying to produce a simple billing system which combines data from 3 tables and produces as an output 1 invoice list per month. I have got it to work, though in a very convoluted way - i'm sure there must be a much neater way of doing this. The 3 tables are:

Table 1
Customer ref (primary key)
Bill from date (e.g. 01/01/05)
Regular monthly bill date (e.g. 01)
Cease date (e.g. 30/11/05)

Table 2
Customer ref
Tariff from date (e.g. 01/01/05)
Tariff to date (e.g. 31/03/05)
Tariff code (e.g. T1)
[a customer may change tariffs during their lifespan, so there could be multiple entries for each customer ref in this table]

Table 3
Tariff code (primary key)
Tariff description
Price

As I said, I have achieved my goal by creating a huge master query which combines tables 1 and 2 to create fields for April 2005 invoice date, April 2005 tariff, May 2005 invoice date, etc, etc ... and then seperate queries for each month bringing in table 3 to create an invoice list for April 2005, May 2005, etc with customer ref, invoice date, tariff code and price

Any suggestions on a neater solution would be much appreciated, hope the above makes sense

Thanks,
Mark

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Best Way To Maintain Billing Rate History?
I have created a table for customer bills, and a table for customer profiles which contains rates associated with them specifically. The problem is that after a new rate change has been imposed I want to be able to look at an old bill, via a report, and have it reflect the "old" rate within proper historical context. I'm looking for suggestions on how to best manage ongoing rate changes while maintaining a billing rate history in my reports?

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Calculate Days Between Billing Dates
I am woking on a project full of nightmares. My latest, and the one I am currently unable to solve, involves trying to calculate the number of days between Billing Dates.

I have a table named "Date" - I didn't design this!
It contains a field named "Date"

If I query for just that Field I get the following:
Date
9/8/2005
8/8/2005
7/8/2005
6/8/2005
5/9/2005
...

I need to figure out a way to determine the number of days between the bills so I can calculate the average cost per day.

It seems like it should be an easy thing using like the datediff function or something, but since they are in separate records (rows), I can't figure it out. I have tried and tried and tried.

Any suggestions would be VERY much appreciated.

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Venue Project "Regular Bookings" - Project Help
Hi there, I wasn't sure where to post this so I'll post this in the general section.

I've got a project on venue bookings to do, and one thing's stumped me. Basically I've got a set of "regular bookings" for 6 months, which go like this:

Monday - Evening - Group name/Customer ID
Wednseday - Evening - Group Name/Customer ID
Friday - Morning - Group name/Customer ID
etc
etc

You get the idea.

How am I to go about accomplishing this? A bit of VB programming? An Access table?

I need to be able to:
- Implement regular bookings for a period of 6 months
- Link the regular bookings to a "Customers" table.
- Prevent users from making bookings if there's already a regular booking slot filled.
- Create a form to to be able to change/update regular bookings.

Thanks,
Alex

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Query Management
I am currently creating a series of different stored procedures for a variety of projects. As such the number of procedures is escalating and navigating through this myriad can be fairly difficult. I realise that Access offer the 'groups' functionality but I feel this is not suffiicient as subsequent changes made to tables or sp's are not reflected in these shortcuts. I was wondering if there was a method of folder management whereby the sp's, views and tables for each specific project could be segregated within Access.

If anyone has any ideas I would be extremely grateful!

Regards

M

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