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> Create Form To Enter Quote Info, Office 2013    
 
   
windmi
post Feb 14 2018, 05:40 PM
Post#1



Posts: 67
Joined: 7-December 08
From: New Jersey


I would like to create an automated file/form/program in excel or access to input information and obtain a report and final quote for the project i am bidding on. Where should I start and which program is pest.

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Thanks.......
Steve DZ
Windmi
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windmi
post Feb 14 2018, 05:40 PM
Post#2



Posts: 67
Joined: 7-December 08
From: New Jersey


Any examples out there.

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Thanks.......
Steve DZ
Windmi
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doctor9
post Feb 14 2018, 05:47 PM
Post#3


UtterAccess Editor
Posts: 18,324
Joined: 29-March 05
From: Wisconsin


windmi,

Here's what I use (in Access):

tblCustomers
CustomerID [Autonumber, Primary Key]
strCustomerName
strCustomerAddress
strCustomerCity
strCustomerState
strCustomerZipCode
etc.

tblQuotes
QuoteID [Autonumber, Primary Key]
strQuoteNumber (This is the number my users see, formatted how the company likes it.)
dteQuoteDate
lngCustomerID [Foreign Key to tblCustomers.CustomerID]

tblQuoteLineItems
QuoteLineItemID [Autonumber, Primary Key]
lngQuoteID [Foreign Key to tblQuotes.QuoteID]
curQty (I use Currency datatype here because it has 4 decimal places of accuracy, and is much easier to work with than Single or Double, which are Floating Point)
strDescription
curUnitPrice

Multiply the quantity by the unit price in the continuous subform's recordsource to give the line item's final cost. Sum that expression to see the total quote cost.

You may want to create a similar table structure for Invoices (since quotes and invoices sometimes don't always align perfectly in content, and sometimes a quote doesn't get approved by the customer). If you do that, you can use a little code to create an invoice based on the quote details.

Hope this helps,

Dennis

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(;,;) Li'l Cthulu says: Please talk about what you're trying to do, as well as how you're doing it.
Changing your real table name to "Table1" and your real form name to "Form1" in your posts makes it more difficult to understand what's going on, not easier.
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GroverParkGeorge
post Feb 14 2018, 05:56 PM
Post#4


UA Admin
Posts: 32,556
Joined: 20-June 02
From: Newcastle, WA


This is definitely going to be best suited to Access, not to Excel, unless you are ONLY interested in one-off quotes where you have no need to track results, etc.

Dennis' tables are a good starting place.

BEFORE YOU BEGIN, invest some time learning how to use a relational database, though.

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