Good Day..
Its my very first database project and I am really excited about it, trying to make for myself… I am an insurance manager and also learning access through free resources like training videos on youtube etc.. kindly help me on my problem
Two Tables, tblContributionRegister & tblAgentDetails.
tblContributionRegister has fields like.. Prospect_Name (text), Proposal_No (text), Policy_No (text), Submission_Date (Date/time), Issued_Date (date/time), Payment_Mode (combo box, list values are Monthly, Quarterly, Half Yearly, Yearly), Insurance_Term (number), Amount (number), Agent_ID (number)
tblAgentDetails has fields… Agent_Name (text), Agent_Code (text), Contact_No (text), Joining_Date (date/time)
I want……!
1- Lets say a personA is paying in quarterly mode and his issued_Date is 12-jan-2009. It means that his next payments will be 12-apr-2009, 12-jul-2009, 12-oct-2009 and so on. Another personB with Half Yearly mode of payment has Issued_Date 15-jan-2009 so his next payment dates would be 15-jul-2009, 15-jan-2010 and so on.
Ø if I want to see on 28th-jun-2009 that who is due between 01-jul-2009 to 31-aug-2009 then results should be PersonA 12-jul-2009 and PersonB 15-jul-2009.
Ø If I want to see on 28th-jun-2009, payment history of 1-jan-2009 to 28th-jun-2009 then results should be like this…..
PersonA 12-jan-2009 paid
PersonA 12-apr-2009 Pending
PersonB 15-jan-2009 paid
If personA pays today for his pending payment of 12-apr-2009 than I will update his status to paid.
Looking for step by step procedure to do this all. I am working in Ms Access 2007
Lot of thanks in advance.
Its my very first database project and I am really excited about it, trying to make for myself… I am an insurance manager and also learning access through free resources like training videos on youtube etc.. kindly help me on my problem
Two Tables, tblContributionRegister & tblAgentDetails.
tblContributionRegister has fields like.. Prospect_Name (text), Proposal_No (text), Policy_No (text), Submission_Date (Date/time), Issued_Date (date/time), Payment_Mode (combo box, list values are Monthly, Quarterly, Half Yearly, Yearly), Insurance_Term (number), Amount (number), Agent_ID (number)
tblAgentDetails has fields… Agent_Name (text), Agent_Code (text), Contact_No (text), Joining_Date (date/time)
I want……!
1- Lets say a personA is paying in quarterly mode and his issued_Date is 12-jan-2009. It means that his next payments will be 12-apr-2009, 12-jul-2009, 12-oct-2009 and so on. Another personB with Half Yearly mode of payment has Issued_Date 15-jan-2009 so his next payment dates would be 15-jul-2009, 15-jan-2010 and so on.
Ø if I want to see on 28th-jun-2009 that who is due between 01-jul-2009 to 31-aug-2009 then results should be PersonA 12-jul-2009 and PersonB 15-jul-2009.
Ø If I want to see on 28th-jun-2009, payment history of 1-jan-2009 to 28th-jun-2009 then results should be like this…..
PersonA 12-jan-2009 paid
PersonA 12-apr-2009 Pending
PersonB 15-jan-2009 paid
If personA pays today for his pending payment of 12-apr-2009 than I will update his status to paid.
Looking for step by step procedure to do this all. I am working in Ms Access 2007
Lot of thanks in advance.