Design Suggestions??

[Guest]

Good Day all..

I am setting up an Invoicing form/subform, and I am looking for suggestions.

So I have my invoice form / subform that will calculate my total due. I
accept payments net 90 days of the invoice date, and wondering how the best
way would be to set this up?

Should I set up a separate payment table? and then incorporate that into my
invoice form/subform?

I am open to any ideas, tips, suggestions..

Thanks,

Brook

 

[Al Camp]

Well, when it comes to design concepts, there may be several workable
solutions...

I'd start with a main form and two tabs.
The main form contains the One information about the Invoice... Customer,
Date, ShipTo, etc...

Tab 1 would contain a Line Items continuous subform (tblSales) that would
allow entry of all the Products or Services, Qty, and Line Totals... to
calculate an AmountDue.

Tab2 would contain a Payment continuos subform (tblPayments) that would
allow the recording of Payments, Refunds, Credits, etc... and using that
AmountPaid to Offset Amount Due.

hth
Al Camp

 

[Guest]

Al,

Thank you very much for the suggestion!

It sounds like a great idea for what I need to do.

I do have one question though, what if I already have main form set up
with quit a bit of coding? Can I add the tab control to my already
established "frminvoices"?

Also, I have not dealt with tab controls, are there any special coding
instructions that go into "connecting" the tab1 invoice entry" to tab2 "
payment entry"?


Thanks again,
Brook

 

[Al Camp]

Brook,
Yes, you can add as many tabs as you'd like to your main form.
Tabs allow you to use the limited real estate of one screen to display
multiple subforms, or groups of related data. Just place your subforms on
the tabs.
Items on tabs are just like controls on the main form, so you'll just
relate the subforms to the main via the InvoiceNo just like a regular
subform alone.
hth
Al Camp

 

[Guest]

Al,

The thing is, is that when I tried to create my tab control, I tried to
copy my form feilds to the page one tab, but then none of my cbobox worked
properly, I put a lot of time into the coding and really don't want to have
to recreate everything.

Any ideas?

Brook

 

[Al Camp]

Brook,
Those fields can remain on the main form if they truly are the ONE values
associated with the Invoice.
Tab Page1 is for a your sales items subform, and Tab Page 2 is for your
payments subform. (the MANY data associated with the Invoice)
Controls that are placed on tabs should operate the same way as if they
were on the main form, and are addressed just the same way too. Me.
cboChoice is still Me.cboChoice. A subform on a tab works just like a
subform on the main form.
So, placing a combo box on a tab shouldn't affect it's functioning.

I can only offer the "conceptual" help you requested, as I can not speak
to specific controls/coding you have or don't have. The Invoice main form
with Salessub and Paymentsub is the way to go, and you'll probably need a
tab control to accomplish that. You'll just have to work out the details
yourself.

If you have a "specific" problem in accomplishing that design, post that
as a new question, and I or other folks on the NG will try to help.
Al Camp

 

[Guest]

Al,

Thanks again for the info, I didn't realize the " one value " fields could
stay on the main form and the other data could be retained in the tabbed
controls.

Just one last question, how do I code my form / tab controls so that each
tab " knows what record that should be associated with?

Is that accomplished thru my relationships?

thanks...

Brook