Tables :: Transaction Table Setup To Adjust Inventory
Apr 22, 2013
I have a database that I use to put in orders for our shop and keep track of our part informations as well as paint and packing materials. Everything works good on this but I am trying to create a table for adjusting quantities on hand for packing material based on the part quantities and for adjusting paint in stock based on information given to me after the job is run.
There is already a relationship between parts and packing material as well as parts and paint. When I put an order in I would like to have it adjust out that many packing materials that are related to that part. Once a job is run I need to be able to adjust out the amount of paint used.
For the paint side of this I want it to track the paint used by order, we are trying to get a grasp on how much paint we are using for parts so it is important for me to know how much and when.
I am thinking I need a table that connects paint to orders and has quantities in it, then create a query and do the calculations from there... I do not know how to accomplish that but it sounds like it could be right...
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Oct 27, 2005
After a lot of searching, printing and highlighting I want to double check that I have the right idea.
I have a simple inventory control database. From reading the forum, it seems the best approach is to drop the detail lines table of the purchase order (incoming) and the detail lines table of the sale invoices (outgoing) and make one table for all transactions.
The Transactions Table would also keep records of inventory adjustments from inventory counts, etc. Each transaction would be given a type so I know in which direction the stock count moves in (adding or subtracting) when I sum the totals for each item.
Otherwise, I need union queries to ensure all tables are considered in my calculations.
My database is simple (thankfully). Let me know that I am on the right track I like the solution but like any new student, a little reassurance is appreciated.
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Sep 8, 2013
I'm developing my own personal finance database and the part stumping me on the design is how to setup the categories per transaction. For example a primary category would be "home" and the secondary category would be "furnishings". How do I set this up? I'm getting stuck on how to tie it into the transaction table.
I'm familiar with writing SQL queries, but this is really my first stab at database design.
The relationship diagram is attached. The transaction table and the category tables are to the right of the diagram.
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Apr 17, 2013
I want to make inventory fifo(first in first out) db. Example:
February
1- beginning balance : 800 unit @ 6$ per unit
4- received 200 unit @ 7$ per unit
10- received 200 unit @ 8$ per unit
11- issued 800 unit
12- received 400 unit @ 8$ per unit
20- issued 500 unit
25- returned 100 unit to storeroom to be recorded as latest issued prices
28- received 600 unit @ 9$ per unit
The report must be like pic attached
I dont know how to make transaction to do this....
My database in attachment
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Dec 8, 2014
I'm receiving an error indicating there is a data type mismatch when running a query named qappInventoryTakeOn.
Data is entered into the Inventory Transaction Form. If the transaction type is "Take On", when the update button is clicked the record will be saved to tblInventoryMovements and then qappInventoryTakeOn should run to update tblInventory, but I keep running into the aforementioned error.
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Apr 6, 2015
Is it possible on the Find Record button added to a form to adjust the search function so it defaults to a specific box on the form? I have a form for tracking employee's and on my Find Record button I would like it to default to the Last name instead of the Record number.
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Nov 5, 2004
I'm going crazy!! Someone who didn't really understand relational database theory (not like I'm an expert, but. . .) built a DB that is much more complicated than it needs to be. That person left and I got the job. I have to work with our IT people to hopefully redesign it completely (I would without asking, but they control the SQL server and the connection to the web.) but in the meantime, I have to work with a mess.
Okay, the question--I have to print a report of which organizations used which software company.
The table fields are:
Organization
Comp1
Comp2
Comp3
Comp4
etc.
the answers are a "1" for a yes and a "0" for no in the "Comp" fields, so there is an answer in every field of a record. Essentially, it's a spreadsheet.
Off the top of my head, I know I could query each Company name with the court individually and then union query them all together. But isn't there any easier way? We're talking about 15 queries if I do it that way!
Anyway, thanks for any help you can give--this is driving me crazy (over 40 table set up in similar disarray. . . .)
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Jul 14, 2005
Hi,
I don't want to abuse anybody's patience but I have yet a couple of other quick question about transaction table.
I am using a summation query for the stock on hand where by keeping it simple: stock = sum of movement in the table. What hapens if a simple function is used to calculate the stock. ie: Stock=[Qty Declared-(Qty Declared-Qty Received)-Rejects]-Qty Allocated
All those Qty belong to the same field then I can't just run a sum.
My other concern is that:
Qty Declared
Qty Received
Qty Rejected
are three values entered at the same time but in the same (transaction type) field so data like the date would need to be entered 3 times for each item received?
Thank you very much for your time and patience again,
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Feb 2, 2005
Hi,
I'm developing a database to handle various aspects of quality control reporting. I've got a working structure however, i think, i have gone off the track slightly... First I'll show you part of the structure:
(please see attached .jpg)
(hope that makes sence)... so effictively I have a many to many relationship.
I have forms for each of these entities (frm_parts, frm_Suppliers). The problem i have noticed is you can assign the part a supplier in frm_Parts but it does not appear in the transaction table as a record. Is this because i have based the field "Part Supplier" (a combo box) in frm_Parts on a query? If this is not the right way to go about it. how do i go about it?!
I have an idea... on this.. If i create a new combo box on the form I can use the wizard to select the supplier ID from the Supplier table (i believe) and "store" it in the transaction table... i think! But I want the user to select the Supplier by drop down list showing Supplier Number and Supplier Name.. not the ID.
Any help is much appriciated!
Next job...
I have a form where I would like the user to be able to enter, for example, a Supplier number and see if a record of the Supplier exists yet. Next I want the user to be able, assuming the Supplier record exists, to search for a record of a Part number from that supplier. Next I want them to be able to "select" that part and be able to open a form with a new record using that part number (this form holds details of a report rasied against that part).
See what I'm getting at?
I've had a go at this but it's been a couple of years since i did any detailed work on an Access database so somethings are a bit hazy!
I'm not asking you to do this for me, but I would much appriciate some pointers on how to create this sort of thing!
Many Thanks
Rob
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Sep 17, 2012
I have been reading about how to set the table up for cascading combo boxes. Some recommend breaking down into several tables, others say keep it to one table.
Mine is broken down to 5 tables (and work) but if you go to the form (split form) and make a change in design view - even something as simple as changing the width of a field - then the split table looses 2 fields information (the middle fields) but the information is still saved in the main (studentcourse) record table.
My question is how do i make it more stable so that the split form table section does not lose the information?
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Aug 29, 2015
I have two tables set up and am trying to transfer a record between two. I understand that the best method is to maintain one table and use fields to make the record appear in either based on the field but at the moment need to maintain the two until I have more time to merge etc.
I am receiving the following error:
Syntax error (missing operator) in query expression 'Cardsmaintainedbyfacilities.33CAccessCard'.
Code:
Private Sub Command151_Click()On Error GoTo Err_Handler
Dim strSQL As String
strSQL = "INSERT INTO ExitingStaffData (ExitingStaffID, ExitingStaff , SupervisorDetails , ExecAccessCard , IDAccessCard , 33CAccessCard )"
strSQL = strSQL + " SELECT Cardsmaintainedbyfacilities.id, Cardsmaintainedbyfacilities.ExitingStaff ,
[Code] ....
Works fine for all other lines (especially when I delete the line from the code). Just gets stuck on that line. I have checked both tables and the table and all associated data match - its a yes/no data type (same as Execaccesscard and IDCard). Just that one line crashes.
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Oct 7, 2013
I have a table that contains records of transactions. I need to find the last record for each day.
DBTransIDtransDay UID
1931219/17/07 8:50 AM128
1932879/17/07 9:13 AM128
1932929/17/07 9:14 AM128
1933049/17/07 9:16 AM128
2388149/18/07 4:54 PM128
2388449/18/07 5:06 PM128
2388459/18/07 5:06 PM128
2388469/18/07 5:07 PM128
2389299/18/07 5:45 PM128
2389309/18/07 5:45 PM128
2389319/18/07 5:45 PM128
2391299/19/07 8:55 AM128
2391389/19/07 8:57 AM128
2391399/19/07 8:57 AM128
2391409/19/07 8:57 AM128
2391419/19/07 8:57 AM128
A script that I found that appeared to do what I needed it to do:
SELECT [TT Transactions - KT].DBTransID, [TT Transactions - KT].transDay
FROM [TT Transactions - KT]
JOIN (SELECT MAX(transDay) Max_transDay_By_Day
FROM [TT Transactions - KT]
GROUP BY convert(varchar, transDay, 112)) t2
ON t1.transDay = t2.Max_transDay_By_Day
But it returns a "Syntax error in FROM clause" that I can't figure out.
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May 5, 2014
I wish to open a form based on the transaction table populate one of the foreign key fields with a selected value from a combo box from the switch board (with going to a mainform&subform). I know how to get the value of the combo box on the switchboard. I just know how to then store this value in the foreign key field. stSelectedCustomer = Forms![Switchboard].[CustomerID] gives me the value from the combo box on the switchboard. I then want to open the transaction form to open a new record and have Customer ID on this form be the stSelectedCustomer storing this value in the transaction table when the user enters values in the other fields.
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Feb 8, 2015
I need to create an inventory database that will track customer owned inventory as it is received stored serviced and sent back to my customer. I am in the oil and gas industry and store large amounts of customer owned pipe. many joints will have the same part number but each joint is one of a kind in that it has a joint,heat, lot, and batch number. here is an example,
Job Name: Shell ex
Part Number: 129001
Quantity: 1000
Here is an example of joint info I need to record
Joint Number:193
Heat Number: f21283
Lot: 202
Batch:12j22
Reference: byy2112
Tally:33.2
Each one of the thousand joints will have a combination of this information making it one of a kind.
My system needs to allow my users to receive jobs, record where we store the pipe in a rack location, pull the specific joints out of inventory as the customer calls for them. We will receive 1000 at a time but the customer calls for portions of that job over long periods of time..
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Sep 7, 2005
I have ta table that has the following fields:
factorID (Primary key, AutoNumber)
supplierID (Foreign key to suppliers table)
categoryID (Foreign key to Categories)
Factor
I'd like to ensure that there is only one Supplier/Category pair in the table, but I can't figure out how to set it up to achieve this. Any help will be much appreciated. Thanks.
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Feb 3, 2006
I've thought I had a decent understanding of database normalization but I've come across a fairly simple problem that I'm having difficulty resolving.
I have a database which I use to track submittals from companies.
Originally it was set up as follows:
tblCompany
Company_ID (PK)
Company (No duplicates allowed)
tblSubmittals
Submittals_ID (PK)
Description
Date
Company_ID (FK)
Now I've decided that I want to add a contacts table with fields such as first name, last name, company, etc. My dilemma is that in the Submittals table I need to keep track of which company the submittal is from but I don't care WHO it is from.
So I created another table as follows:
tblContacts
Contact_ID (PK)
Company_ID (FK)
First_Name
Last_Name
This will work except that when I add a new contact I will have to add code to see if the company exists in the tblCompany before I add it.
It doesn't seem like this would be the correct way to set this up because I'm adding the same data to 2 different tables.
I'm sorry if this seems like a stupid question. Thanks for your input.
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Mar 29, 2006
HiNew to the forum and pretty new to MS Access.Here's what I intend to do.I want a table for Special Tasks. This will include TaskID, Date, Time, Reason, Description and Dependencies.I want a table of staffFor each task each member of staff will have a tick box for "Needs to Read" and "Has Read".In a form I want to be able to enter new tasks using the task table, I also want to use a subform that allows me access to the list of staff and if they have read the task or not.There is probably an easy way round this but at the moment it's just not clicking into place.Can someone point me in the right direction for table setup and relationships ??
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Dec 27, 2007
Hello, I am having difficulties normalizing my tables. So far, i have 4 tablestblODF:- ODFNumber (PK, manually enter ID)- UserName (txt)- QueueID (number)- ScanDate (date)- Status (text)tblEmployee- EmployeeID (pk, autonumber)- UserName (txt)- LastName(txt)- FirstName(txt)- Extension(number)tblQueue- QueueID(Pk, autonumber)- Queue (txt)tblStatus- StatusID(pk, autonumber)- Status(txt)I am also having problems setting up the relationshipsI want to setup a query and i want all these data to appear:- ODFNumber (txt)- UserName (txt)- ScanDate (date)- Queue (txt)- Status (txt)I am really stuck in setting up the tables and their relationship. So in short, help:DThank you, (some of you might recognize this project)
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Mar 17, 2008
I've approached this once before but I never did figure out how to go about setting up this table. If anyone can steer me in the right direction I'd appriciate it!
Overview: I have 25 products that I track repairs on. I am given quotas every month for some or all of those products. All this data needs to be kept vs overrighting last months quota information with this month's.
What I have done was created a table with columns of: ProductID, 1/08, 2/08, 3/08, 4/08, etc... and ran that out for a years time. So, that is how my table is currently formatted...
Now when I need to pull out information I have a query that looks at a particular month column and compairs that to my work table. However, every month I need to go into that query and change the column name it looks at in my quota table. This again works, but is it the best way? I also need to pull out history information month by month for a production graph. The query I had to build again requires me to manually go in and enter new month information every time it's needed.
It just seems to me that there is probably a better way to format this quota table. If I remember correctly someone suggested to me that I needed to normalize this table; and the format suggested was more like:
productID; date; quota
But instead of just having 25 lines I will now have 25 each month. That just seems like it'll get excessive real quick...
SO; if there are any great ideas for setting up this quota table vs what I am currently using I would really like to know!
Thanks!!
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Jun 10, 2005
any ideas on how I go about this:
I want to keep track of projects and people on projects but most of all money that people will get.
1 project my have many individuals on it
1 individual may be in many projects
so i guess i need 2 tables with a junction table linking them both up (is that right?)
thats the easy bit....
On each project there will be a deposit (e.g. Project A is left with deposit of £100). i need to work out firstly 20% of that deposit and then split that 20% between the individuals who are involved with the project. (e.g deposit for Project A is £100, so £20 gets split between the individulas who are assigned to that project).
So I want my database to firstly look to see how many indviduals are assigned to a project and then split the money accordingly.
firstly where do i record the individual split amounts and how do i work it out?
to make things a bit more complicated i also need another table with expense claims. this i guess is a One to Many relationship with the individual table. but what i want to do is be able to record the total balance between expenses claimed and the deposits splits mentioned earlier.
all this and it needs to be in a form that makes it easy to input the data.
i have the general layout in my head just cant work out how to go about linking the tables up and how to do the calculations
thanks in advance for any help
KTJ
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Mar 16, 2014
I have a sheet of inventory I am working on creating. The price for storage for an item is determined by 2 things. 1. the type of material and 2. the size of that material. I have created a table with the material types and sizes. Is there a way that I can have the price automatically populate when I select the type of material and then size?
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Mar 20, 2008
Alright, so here's my layout. I'm working on creating an inventory database with forms to enter new data and edit that data.
I already have a table for the new data, and a form to enter the new data into that table. Each new entry has it's own unique ID.
Now here's the tricky part.
What I would like to do is this:
Part 1
I want to create a sub-table of any EDITED entries. Each of these entries would be tied to it's original entry but it would have it's own unique ID number. So, for example, if Part 1 comes in, it would get an ID number like 134. Each time Part 1 is edited, those new entries would get ID numbers like 134 A, 134 B, 134 C, etc.
Part 2
I want to create a form based on a query that will search based upon part number, and once the entry is found that needs to be edited, it will do one of two things. If there are no edited entries yet, it will use the original entry as a base and create an edited entry based upon it. OR, if there IS an edited entry, it will pull up the most recently edited entry (by date) and use THAT as a base for another new edited entry.
It would then save the NEW edited entry to the Edited Entries table.
So, if Part 1 hasn't ever been edited, the form would pull up Part 1 and store any edits to it in the Edited Entries table with ID 134 A. Now, if Part 1 was edited AGAIN, it would pull up the edited entry 134 A instead of the original. It would then save any changes to that entry as 134 B.
I know what I want to do, and I'm pretty sure it can be done--I'm just at a loss as to how to structure it.
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Sep 12, 2006
Hi All
I am having trouble setting up a table to contain this information and then putting it into a query and a report.
Members (many names)
Race Class (a member could be in 1 or more class)
Annual Membership (1 per year)
Insurance (1 per year)
My report I want to look something like this.
Race Class____Member Name____Current Membership Y/N___Current Insurance Y/N
Motoard:______Billy Brown_______________Y______________________Y
_____________Tommy Turtle______________Y______________________N
Road Racer:___Billy Brown_______________Y______________________Y
_____________Fred Bloggs_______________N______________________Y
Any suggestions would be really great.
Many thanks Tee
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Dec 1, 2006
Hello,
I am rather new to Access and looking for some help with my table. I have a report that I do, that I used to do in Excel and was wondering if it was setup right or if there was a better way of doing it.
From looking around I noticed that people usually have mulitple tables and such, while mine is all in one. I see there is a table analyzer but am not sure if I should use that, or what the importance of having it split up.
I have attached my table in XML if anyone wants to share opinions on how they would set it up or what they would do.
Is there a bad thing to having it all in one table?
Thanks for any insight or help.
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Jul 25, 2005
I am trying to build a very simple but effective database that I can use to monitor who is working where within my factory.
I have set up a series of tables have linked them up the best way I know how, I dare say I have done this wrong but I have done it anyway (open to suggestions on improvements).
What I am trying to do ultimately is to be able to calculate how many people I have in each area etc… to calculate if I have any vacancies…
The set up is as follows:
Each employee has a job role
Each employee has a shift
There are three shifts associated with each Production line
Production lines are based in a specific Dept
Dept are based in specific areas
The only things that will really change is the employee, they may get moved from one role, line, dept etc…
As I said I have put some tables together, but am not sure If I need another table to store all the info for each person, by this I mean…..
Do I need to create a table to store each persons info, dept, area, line role etc…
I want to have a form that I can enter each populate, which will let me make the relevant links between people, lines etc…
Can anyone help me with this please…….if someone would prefer to do this as a freelance project I am happy to listen to offers
Cheers
Andy
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Feb 20, 2008
Can I setup a table to have 365 columns for dates &days of the week for the entire year? I would like to relate this table to another to show how material was delivered over the course of the year, including those days and weeks when material was not delivered to all my storerooms:confused:
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