Connecting Payment Data In Two Forms

[Guest]

On my trip reservation form I have calculated fields of: Trip
Charge+Additional Charge+10%STC+20%Gratuity=Total-Payment=Balance Due.

I also have a 'payments' form that I am using for additional payments when a
customer makes multiple payments on a trip. How do I connect this form to the
'trip reservation' form. I want the 'Balance Due' field to reflect the
correct amount, and I want the report for payments to show ALL payments made
in a particular month. Some customers make a payment in one month and pay the
balance in another month.

Please help. Thanks much! You are great!

 

[Guest]

Roberta,

Insert the Payments form (or a simplified version if space is at a premium)
on your main form. Include a control in the subform footer to add up the
payments:

= Sum([Payment])

Link the subform by the primary key of the recordset underlying your main
form. To keep things simple, I like to then put an invisible control on the
main form that references the summary control of the subform. Set its
Control Source to:

[YourSubform].Form![YourSummaryControl],

inserting the name of the subform and control, e.g.,

[Payments].Form![SumofPayments].

Your Balance Due control can then reference the invisible control:

= [Total] - [YourInvisibleControl].

If you don't need the detail of your Payments form, but just want the
Balance Due to reflect the total of all payments, you can set the subform's
Visible property to No. The calculations will still work correctly.

Hope that helps.
Sprinks

 

[Guest]

I mainly want two boxes on my Trip Reservation Form to calculate properly
when I post additional payments on the payments form from a customer who
makes a partial payment in one month and another or full payment in a
different month. I need the 'Payments' box total to increase by the
additional payments and the 'Balance Due" box to decrease or change to -0-.

How do I tie the two forms together for the sake of the calculations?
--
Roberta C.

Roberta,

Insert the Payments form (or a simplified version if space is at a premium)
on your main form. Include a control in the subform footer to add up the
payments:

= Sum([Payment])

Link the subform by the primary key of the recordset underlying your main
form. To keep things simple, I like to then put an invisible control on the
main form that references the summary control of the subform. Set its
Control Source to:

[YourSubform].Form![YourSummaryControl],

inserting the name of the subform and control, e.g.,

[Payments].Form![SumofPayments].

Your Balance Due control can then reference the invisible control:

= [Total] - [YourInvisibleControl].

If you don't need the detail of your Payments form, but just want the
Balance Due to reflect the total of all payments, you can set the subform's
Visible property to No. The calculations will still work correctly.

Hope that helps.
Sprinks

On my trip reservation form I have calculated fields of: Trip
Charge+Additional Charge+10%STC+20%Gratuity=Total-Payment=Balance Due.

I also have a 'payments' form that I am using for additional payments when a
customer makes multiple payments on a trip. How do I connect this form to the
'trip reservation' form. I want the 'Balance Due' field to reflect the
correct amount, and I want the report for payments to show ALL payments made
in a particular month. Some customers make a payment in one month and pay the
balance in another month.

Please help. Thanks much! You are great!