Copying data from on form to another form

[Guest]

Hello,

I have two forms one call Solicitation and the other called Quotes. Each
form has its own table. Each day I enter into the solicitation form
information including a solicitiation number and Quantity for each project
that I will work on. When I am ready to quote this project I change a drop
down box to "Quotes Pending" on the Solicitation form and then I open the
Quotes form and fill in more information. My question is this: it possible
to copy some of the infomation from the Solicitation form to the Quotes form?
I would like to copy the solicitation number and the quantity from
Solicitation form to the Quote form only when the drop down box says "Quotes
Pending" on the Solicitation form. Any help is appreciated. Thanks.

Mark

 

[Guest]

Hey Mark,

Is the data for your Quotes unique to each Solicitation? What data is
stored within each of the tables?

 

[Guest]

Yes, the data is unique to each solicitation. In the solicitation table I
have basic info like Date Issued, Date Due, Solicitation Number, Quantity,
Last Award Price, and Quote Status. In the Quote table I have Submitted By,
Date Submitted, Award Date, Solicitation Number, Quantity, Quoted Price, and
Won/Lost. The two data fields that are in both is Solicitation Number and
Quantity. The only time I would like the Solicitation Number and the
Quantity copied over to the Quote Table is when I select "Quote Pending" from
the drop down box in the Solicitation Table. Thanks for your help.

Mark

 

[Guest]

Since the data is unique to each solicitation, I would suggest setting the
data into the same table - basically merging the two tables since the data is
unique. You can then make two seperate forms based off of the same table,
but not putting all of the fields within each form.

For example, you could have a Solicitation Form listing the data that you
orignially kept in the Solicitation Table and then have a Quote Form that
will list all of the data from the original Quote Table plus the Solicitation
Number and the Quantity.

This way, though you have two forms with different data showing, in
actuality it is all pulled from the same table.

Hope this helps ^_^

 

[Guest]

My only problem is I don't want anything showing in the Quote Form unless I
set the drop down box to "Quote Pending" in the Solicitation Form. Then I
only want the Solicitation Number and Quantity to show in the Quote Form. I
hope this make sense.

Mark

 

[Guest]

I did some digging and I believe I found a favorable solution.

Create a filter query that lists all of the information you wish to show on
you Quote Form. The filter should be on Quote Status with the filed equaling
"Quote Pending". Then create your Quote Form based off this.

To allow only editing of solicitations already within the database, go into
the form's properties and disable "Allow Additions" and "Allow Deletions".
Your Quote Form will now only show Solicitations that are in the "Quote
Pending" process and only allow editing on them. This helped me in a problem
I was having today (thanks again Allen Browne for the assist).

Hope this helps ^^;