Best Way To Maintain Billing Rate History?
Feb 16, 2008
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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Aug 28, 2006
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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Jan 14, 2007
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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Apr 24, 2014
I have a form asking for a billing address and a service address. Many times these will be the same. I added a check box to check to populate the following fields; Service Address, Service City, Service State, Service Zip.
Fields that it will be coming from are the same, just named Billing instead of service. Tried expression builder and macro builder with no luck.
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Oct 6, 2005
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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Nov 12, 2013
I have a very simple database using the MS template 'desktop time and billing' for MS Access 2007.
[URL] .....
Any new template with the option for VAT or Sales Tax for each Billable Hour and each Billable Expense?
If this is selected or overwritten at time /expense input stage and then automatically added to the invoice.
Not sure why MS omitted Sales Tax from their design?!
Can Access Master add Sales Tax /VAT and then post as a new template?
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Aug 2, 2014
What I am trying to do, is create a time billing form to track time spent on different tasks, with the following items in a neat form, in this format:
1) Client
2) Employee
3) Rate/hour
4) Date
5) StartTime
6) EndTime
7) BillableHours (*)
I am able to make a form that correctly works lets the user enter records for 1-6, with the user pressing crtl+shft+; to give the correct starttime, and then at the end of the task, the user can press the same and register the end of the task.
My problem is that I can't work out how to calculate 7) as one needs to input some VBA code that converts date/time to numeric values, allowing you to calculate time difference. However, I simply don't know; a) the proper 'code' that will calculate the time different between 5) and 6). I saw that it was perhaps the dateDiff command? And b) where I would even put that code into, i.e. the exact location where one goes to and types the code into... Is it a query? Do you set it to a Calculated value in the table editor?
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Nov 19, 2013
I developed a finance tracker database for tracking project revenues and costs (forecast and actual amounts). I have a form where we enter a new Work Order in the DB. This Work Order form has a continous subform where we create all the billing periods needed for the life of the Work Order. Once the billing periods are created (opened) we can then add our revenue and cost forecasts for each period. We have a Billing Period lookup table that has our billing periods with their respective start and end dates (which usually begin around the last week of a month and end about 3 weeks into the next month).
For the purpose of this question, lets say we only enter the required WO_Number and WBS_Code (Composite key) and the Work Order Start_Date and End_Date. I want to click a button to runs some code to automatically create all the billing periods for which their start and end dates fall into the Work Order start and end dates.
For example, say a Work Order starts on 5/1/2013 and ends on 7/31/2013
The billing period dates in the Billing Periods lookup table are as follows:
May-13 ---> 4/22/2013 - 5/19/2013
Jun-13 ---> 5/20/2013 - 6/23/2013
Jul-13 ---> 6/24/2013 - 7/21/2013
Aug-13 ---> 7/22/2013 - 8/18/2013
Then we would need the following billing periods created in the Work Order subform:
May-13
Jun-13
Jul-13
Aug-13
I don't even know where to start on this. Is it possible to automate this process with the setup I have? If so, how would I structure the VBA code/logic to use the billing period lookup table and create entries in the subform for all the billing periods that fall into the duration of the Work Order.
The attached DB is a stripped down version with only the tables and forms needed for this problem.
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Oct 22, 2004
Hello All Dears .
And Request From The Experts.
i want Help to Maintain the Tables.
Please if you Can Give Me the Example what i want i will be greatly Thankful.
i want to maintain
1.Sale
2.Purchase
3.Journal Ledger
4.Trial Balance
5.Balance Sheet.
6.Stock Report
For this Puropose i am at the time using following Tables
1.Customers
Including Debtors and Creditors And Also in that Table i have a Cash In Hand Accounts Bank Accounts,Assesst Account
Mean Head Account.
2.Products Names Including all Products With Description and Rates
3.Orders similar like northwind.I Maintain Sale and Purchase Tran in 3,4 Tables.
4.OrdersDetails Similar Like Northwind.
5.Trans in this table i maintain all Transiction.For All Accounts
6.Nar For Text Purpose include all Description which can use in Transiction
i want to know i am going in right Direction.
Any Suggestion will be very Helpfull For Me.
Waiting Somone Help
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Mar 27, 2008
I have a value in a form that has code behind it to calculate a value for that field when that field is "clicked." All works as it should. However, if I go to look at a previous record in the form, and click on that cell, it calculates a new value, when it should maintain the value that is already there.
Is there a way to "lock" in the values on a record so if a user goes back to look, the value cannot be changed?
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Sep 11, 2005
My friends, please help me figure this out. I am new to MS-ACCESS. I am trying to create a simple Leave system for my office. When a user requests a leave, the number of hours will be added to a table. I have created a form for this purpose. What I would then like to happen is, the next field in the Table is the sum of hours requested thus far. So that field would be Requested + Total requested Thus far. I can do it easily in Excel but I can't figure out how to do that in ACCESS. It is a very simple database and I can mail you my sample if you are interested. Thanks in advance.
yallah.
aliyallah@yahoo.com
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Jun 8, 2005
I am having trouble keeping focus on a field in a subfrm when I click the next button for the next record.
I have a frmQuiz. This shows the quiz question. I have a subfrmUserAnswers, where the user enters the Answer ID in the field UserAnswerID. This form clears to a new record when the Next button is pressed for the next question and the focus is lost.
How can I maintain the focus?
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Mar 9, 2006
I have used the docmd.restore when closing a maximized report to keep the form from maximizing... but when I view a data sheet from my form then close the data sheet my form is maximized! Any help out there??:(
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Sep 7, 2014
I have 6 machines that run jobs Monday thru Friday but I will focus on doing one machine to avoid confusion.
The machine will be running 23 hours a day Monday thru Thursday and 18 hours on Friday and is shut down on Saturday and Sunday. Monday morning at 5am (start of the work week) Job A starts. The job will run for 30 hours. Then Job B will run for 160 hours. I need to know when Job B will start and end. Although it would be nice to know the time of day, just knowing the date would be good enough.
As I said I have 6 machines and each one is running anywhere from 7 to 10 jobs. My end result could be nothing more than a report, but a datasheet form would be ideal. On Mondays, new jobs are added and schedule is updated based on actual productivity from the prior week.
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Nov 16, 2006
Is there any way to force the switchboard to maintain its pop up window size? Whenever I open an item from it that is maximised and then return to the switchboard it too has maximised.
Thanks
Russell
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Apr 9, 2013
Is there a way of keeping/setting the primary key when using a make table query?
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Jul 11, 2013
I have this code:
Public Sub cmdRequery_Click()
Dim vFlag As String
vFlag = Me![EncounterNbr]
Me.Requery
With Me.Recordset
.FindFirst "[EncounterNbr] = '" & vFlag & "'"
Me.Bookmark = .Bookmark
End With
The user starts on a continous form and opens a record, makes some changes, and then when that form closes it triggers this public sub.
The code does what I want it to do in that it returns to the last encounter number that was selected (now on the continous form again) and it requeries and shows anything that was changed about the record on the form that was closed before requery.......
But it always resorts and moves it and I want it to stay in the same spot unless the user sorts. Is there any way to make that happen?
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Jun 3, 2013
How to properly use 3 cascading combo boxes.
I have them set up and they work, to some degree.
I have three boxes Type/Sub-Type/Item. They all filter down to the next one, the problem is, when I get to the 3rd box, it filters ONLY from the 2nd box and loses the filter from the 1st. What do I need to do to get it to maintain the filter from the first box and then ADD the filter from the second box when populating the 3rd box?
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Mar 23, 2008
Hoi, Well, this is my 1st EVER database and whatever I've learnt is either from here or 'on-the-way'..It's a Libr4ry Database for a college assignment.Basically, I'm a DBA and also an employee at the library.Nurseries come to us/me to hire books for their students/children/whatever.In my DB you canAdd Authors (of books)Add Books Add copies of booksAdd NurseriesDelete authorsdelete booksdelete nurseriesLoan booksReserve booksReturn booksview all authors reportview all booksview all nurseriesview current loansview current reservationsI've attached my DB, have a little play around say what you think about it..I know at the moment there are a few issues: Adding a copy of a book is annoying because you have to add the book first and then go into an other form and add it as many times as you have it. On Loan report you can't see whether or not the book has been returned Authors_ID are stupidly HIGH and i have no idea why? Autonumber 1,2,3-100? No! 1,2,3,4120032,4120033,4120034 etc! Books can be loaned MANY times Reservations can be made MANY times with the same book Can't view the stock level on a book (haven't done this yet) RETURN table doesn't show necessary data such as names of book and nursery just their ID's which can cause confusion RETURN table 'returned?' combo box shows 0/1 instead of Yes/No although Yes/No are in the drop down box it'sself.. LOAN Table 'date due back' textbox shows '#error' when there isn't a date entered in the Loan date textbox..That list isn't conclusive :' )I'll probably find loads more thing wrong with it..But, if you could..just gimme your feedback and what COULD be improved.. and what's sh-t and what's not etc.Database password is my username.Cheers for all the help with it guys/guyesses!:D:DEDIT: if problems opening .zip, rename it too whatever.rar.
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Feb 17, 2013
i have a production database in which i have different sections processing on the same product. i have a daily production entry form on which datewise entry is done for each section.
i want to maintain the total stock of each section (sectionB) with productName, input from sectionA , production from sectionB, balance (input-production) . presently i used query for this .. but i need a stock table in which entries should be inserted by an automatic query .. how should i achieve this :
1. by an append query who runs every time to append the quantity when a daily entry is made .??
2. by an update query to replace the quantity with a qty from totals query ?
i.e. what is the best method to maintain inventory from input & output tables ?
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Jul 31, 2013
I'm not sure if Access is the right program to use for this scenario as I only know the basics on creating the database.
I want to be able to create a client database and then be able to generate a number of standard template letters at any particular time for selected clients.
I don't want a mail merge!!
Can access be used for this?
Ideally I would like to create a form for administrators to use to input new client info and update existing clients info and then just be able to click a button (or the like) to generate the standardized letter for a particular scenario.
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Jun 18, 2007
Hey guys,
I have a form that works out the cost of products from £ to € by calcuation where the user puts in the current exchange rate into an unbound text field.
i was wondering is this is at all possible:
to get the current exchange rate automatically off the internet from some kind of website
i would love to hear suggestions.. what kind of problems i am likley to encounter or if any one has attempted or succesfully managed to do this or something similar.
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Jun 15, 2014
I have a button that when clicked moves a piece of data to a subform. I have put the whole sequence below. The trouble I am having is :
- The event will not happen until the form is saved. I think this is because fkTaskID is a new record (auto) number which hasn't generated yet.
- If I force the form to save it does work but then I get an error on the INSERT command when not all required fields of the form are complete (see sample in second part below).
Is there a way to save the record and maintain the integrity of the form input - and still have this code work?
BUTTON CODE
==========
Private Sub BTNAddReasonRw_Click()
Dim dIndex As Long
DoCmd.SetWarnings False
For dIndex = 0 To Me.LISTReworkReasonsUnselected.ListCount - 1
[Code] ......
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Sep 17, 2005
I've got a question about MS Access.
I've got a table with different customers and different rates that they offer for certain products. The problem is that different customers deal in different currencies. The currencies are one of three; Euro's, Pounds or Dollars.
I would like to create a query that would convert each customers rates to the same currency (pound).
The information is divided into 2 different tables. A customer table and a product table. I've created a form that is based on the customer table and features the product table as a sub-form.
What I would like to do is have an option that would enable me to enter the current exchange rates (as they are constantly changing) which would be used to convert the individual rates depending on the currency used by customers.
Form fields as follows
- cust_id
- cust_name
- company_name
- company_add1
- company_add2
- company_pc
- company_country
sub-form
- prod_id
- prod_name
- currency
- prod_rate
- convert
I'm sure this is possible, but my knowledge on this matter is limitted.
Thanks in advance for any advice given.
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Sep 27, 2007
Hi All.
In my employee's table I have EmployeeName, Rate, Date and I need create query to calculate Rate for each eployee between Date if ration during this period of time was diferent.
Thanks.
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Feb 10, 2005
I was wondering if it would be possible to type in a description eg.(Days, nights, O.T.,ect.) and have excell automatically insert the rate I specify into another cell.
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