Rabu, 14 Maret 2018

[MS_AccessPros] New project - I will need some help I'm sure

 

Hi all,

It's been several years since I've been here! I have a new project - so just warning you very helpful people that I'm sure I will need some assistance as some of what I want to do will be beyond my Access ability!!

A quick summary - I need to create an application to import phone billing data and produce summaries for customer invoicing. The db will holds customer information, including 1 or several phone numbers, and a list of services with uplift percentages, and a list of specific items with prices. I need to be able to import data from txt files into tables (I think 2 tables as there are 2 types of data), then specify from/to dates, match customers against their billing data (the relevant imported billing rows will be matched against the phone numbers held in the customer records), then the relevant percentages from the customer records applied to the imported cost prices, or fixed prices applied where these exist in the customer record. I'll need to run reports for specific customer/s between from/to dates to list all the data to be invoiced in that period, for finance to then use to create invoices in the accounts system.

Hope this makes some sense - it's clear in my mind as I've been using spreadsheets and pivot tables to extract data for a few months, but that's driving me mad and becoming unwieldy as customer numbers and data to bill increase.


Nige

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Posted by: nigel@pegasusconsulting.co.uk
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