Minggu, 13 Desember 2020

[MSAccessProfessionals] row source and auto numbering

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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