Hi
I would like to achieve the following on a form view and the ability to calculate each sub row task.
As can be shown I have also given the table structure and input and out put. The calculation starts a $50
Is this possible using Access and SQl
My data should be like this
Task ID : 1
- Sub Task ID : 1
- Sub Task ID : 2
- Sub Task ID : 3
- Sub Task ID : 4
Task ID : 2
- Sub Task ID : 1
- Sub Task ID : 2
- Sub Task ID : 3
So when I go to add a Sub Task to Task 1, the new Sub Task ID should be 5.
And when I go to add a Sub Task to Task 2, the new Sub Task ID should be 4.
Input screen form - please find uploaded
Output – as stated the calculation starts at $50 if the price is above the clients tolerance of $432p/m in this case yes the value based price is $855.36 p/m
It is then added to the final price structure before options are added or behaviour values and discounts
Tables
Questions
Question | Answer Type | Value Type | Yes Value | No Value | Default Value | Dropdown list or Unit price question |
About your business | ||||||
What is your annual sales? | Dropdown | Value |
|
|
| Annual accounts turnover value (FEB) |
What type of business do you have? | Dropdown | Multiplier |
|
|
| Annual accounts business type multiplier (FEB) |
What is your trading entity? | Dropdown | Multiplier |
|
|
| Annual accounts trading entity multiplier (FEB) |
How many owners are there? | Value | Unit Price |
|
|
|
|
Are you registered for sales tax (VAT/GST)? | Yes or No | Percentage Increase | 10 | 0 | Yes value |
|
About your accounting system | ||||||
What accounting system do you have? | Dropdown | Multiplier |
|
|
| Annual accounts accounting system multiplier (FEB) |
Do you have a fully balanced trial balance? | Yes or No | Percentage Increase | 30 | 0 | Yes value |
|
Do all your bank accounts reconcile? | Yes or No | Percentage Increase | -20 | 0 | Yes value |
|
Do you have personal out of pocket expenses? | Yes or No | Percentage Increase | 5 | 0 | Yes value |
|
Do you have a payroll scheme? | Yes or No | Percentage Increase | 10 | 0 | Yes value |
|
Do you have inter-company accounts? | Yes or No | Percentage Increase | 10 | 0 | Yes value |
|
Do you have overseas sales? | Yes or No | Percentage Increase | 5 | 0 | Yes value |
|
What is the quality of your records? | Dropdown | Percentage Increase |
|
|
| Annual accounts quality of records percentage (FEB) |
About the service you want | ||||||
Do you want our 30-day FastTrack service? | Yes or No | Percentage Increase | 10 | 0 | Yes value |
|
How many earlier years' accounts do you need? | Dropdown | Percentage Increase |
|
|
| Annual accounts earlier years accounts percentage (FEB) |
Who would you like to be assigned to? | Dropdown | Multiplier |
|
|
| Annual accounts seniority of accountant multiplier (FEB) |
What follows are the lists created for each of the Dropdown questions.
Lists
Annual accounts turnover value (FEB)
1 - 80,000 | 840 |
80,001 - 150,000 | 1440 |
150,001 - 500,000 | 2100 |
500,001 - 1,000,000 | 3000 |
1,000,001 - 2,000,000 | 4200 |
2,000,001 - 5,000,000 | 6900 |
5m+ | 10200 |
Annual accounts business type multiplier (FEB)
Manufacturing | 1 |
Bars, cafes and restaurants | 1.2 |
Retail | 1.1 |
Construction | 1.2 |
Professional service business | 1 |
Property dealer | 0.8 |
Other | 1 |
Annual accounts trading entity multiplier (FEB)
Sole trader | 1 |
Partnership | 1.2 |
Limited Liability Partnership | 1.2 |
Limited Company | 1.2 |
Other (including Limited by Guarantee) | 1.2 |
Annual accounts accounting system multiplier (FEB)
QuickBooks Online | 0.8 |
Manual | 1.5 |
Excel spreadsheet | 1.2 |
Desktop accounting system | 1.1 |
Xero | 0.9 |
Other cloud accounting system | 1 |
Annual accounts quality of records percentage (FEB)
Poor | 50 |
Average | 0 |
Excellent | -10 |
Annual accounts earlier years accounts percentage (FEB)
Not applicable | 0 |
1 year | 80 |
2 year | 150 |
Annual accounts seniority of accountant multiplier (FEB)
Partner | 1 |
Senior manager | 0.75 |
Expressing Price
Suggested settings are:
Minimum price: 1000
Maximum price: 50000
Price descriptor: Your small monthly investment is just…
Pricing of packages
Description | Adjustment Type | Price Adjustment | Rounding On | Rounding Amount | Period Spread Over |
Lite | Relative | 0.75 | OFF |
| 12 |
Entry Accounting | Relative | 1 | ON | 9 | 12 |
Full Accounting | Relative | 1.3 | ON | 7 | 12 |
Advanced Accounting | Relative | 1.5 | ON | 9 | 12 |
Rewards
Question | Value Type | Yes Value | Default Value |
Behaviour rewards | |||
Manual/Excel: Will you provide a balanced trial balance? | Percentage decrease | 20 | No value |
Do you want us to do the bookkeeping? | Percentage decrease | 30 | No value |
Get a 15% discount when you pay us in full in advance | Percentage decrease | 15 | No value |
Will you refer us to 3 other businesses like yours? | Fixed discount | 500 | No value |
Options
Question | Description | Value Type | Yes Value | Default Value |
Optional extra services | ||||
Annual 5-year trend analysis report | Only $17 per month when added on to your annual accounts | Value | 200 | No value |
Audit |
| Percentage increase | 20 | No value |
Cash reconciliation report | Only $42 per month when added on to your annual accounts | Value | 500 | No value |
Goal review meeting | Only $42 per month when added on to your annual accounts | Value | 500 | No value |
PAYE/NIC and VAT health checks | Only $83 per month when added on to your annual accounts | Value | 1000 | No value |
Preparation of sales tax returns | Only $83 per month when added on to your annual accounts | Value | 1000 | No value |
Pre-year end tax planning review | Only $42 per month when added on to your annual accounts | Value | 500 | No value |
Profit improvement planning meeting | Only $42 per month when added on to your annual accounts | Value | 500 | No value |
Quarterly business strategy meetings | Only $167 per month when added on to your annual accounts | Value | 2000 | No value |
Adrian
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