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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