Simple dues expiration date flagger

[ArthurRW]

I do membership for a 100 member plus club, I need an equation that will take
today's date and compare with the dues expiration date and highlight past due
memberships so I can generate a past due report. I'm not very familiar with
creating equations. I have a "Today's Date" and "Expiration Date" column in a
Delinquincy Query but haven't figured out how to show the date in the
"Today's Date" column

 

[John W. Vinson]

I do membership for a 100 member plus club, I need an equation that will take
today's date and compare with the dues expiration date and highlight past due
memberships so I can generate a past due report. I'm not very familiar with
creating equations. I have a "Today's Date" and "Expiration Date" column in a
Delinquincy Query but haven't figured out how to show the date in the
"Today's Date" column

Set its Control Source to

=Date()

It is neither necessary nor appropriate to store today's date in a table
field.

You can use a Form or Report to display the data; in that object (assuming you
have A2002 or later) you can use Format... Conditional Formatting from the
menu to change the color or background color of the textbox if the due date is
less than today's date. Select the textbox; use Format... Conditional
Formatting from the menu. Choose Field Value Is... in the first combo box;
Less Than in the second; and Date() in the third, and set the text color or
background color as desired. No separate "Today's Date" column is needed.

John W. Vinson [MVP]

 

[Larry Linson]

I do membership for a 100 member plus club, I need an equation that will
take
today's date and compare with the dues expiration date and highlight past
due
memberships so I can generate a past due report. I'm not very familiar
with
creating equations. I have a "Today's Date" and "Expiration Date" column
in a
Delinquincy Query but haven't figured out how to show the date in the
"Today's Date" column

I perform a similar function for an organization.

I send out a reminder e-mail to those members whose membership expired in a
period that I enter on a form, from which a query is constructed, to return
the members to be reminded... the membership database that I inherited
creates a table (a step I might have bypassed, had I created the database
originally, but in this case it has turned out to be handy).

I wrote VBA code to generate a text file of the e-mail addresses. I copy
those into the BCC header of a reminder e-mail.

And, FYI, quite a few of the "remindees" go ahead and renew before their
membership actually expires. I normally send this to members whose
membership expired in the last month, or will expire in the current month or
the next. On occasion, we modify the time period to encourage past members
to re-join.

The query may be a little more complex than yours, as the database has a
related table of renewals / expiration dates, rather than having them in the
member record. In any case, it is unlikely that the field names would be the
same.

It would be possible to create and send individual e-mails, if you have
Outlook installed. I have not (yet, at least) modified the inherited
membership database to do so.

John has discussed how to use today's date. My point was that you may want
to use something other than today's date.

Larry Linson
Microsoft Access MVP