I have just joined and thought I would post my database that I have been working on here for some feedback, this is my first
attempt so please go gentle with me
Basically it allows you to do the following
Create orders and bill customers for work done end e-mail the invoice directly to them
Create purchase orders and e-mail the purchase order to your supplier
Records incoming payments and payments out of the database
You can create parts
And record customer’s computers
You can create a booking for a client and when this is saved it’s sent to outlook as a calendar entry
It records basic financial information such as income by month
And total spend by month by customer
My VBA has been researched from Google as I know very little, and some forms use macros or a combination of both. I’m
not convinced that I have done everything correctly but any feedback or code enhancements you could offer will be most
Anyway like I said, this is my first attempt with access I have enjoyed it so far, if anyone could adapt it to suit their
needs then that’s great
If when you open the database you get an error you may need to make a reference to Microsoft calendar objects.
make sure you fill out your company details as these will be printed onto customer invoices and purchase order
the Events and the financial side has been mashed together from the Microsoft templates available, but i have tried my best
with the rest
you must manually enter your bank details into the bank account table, as this is a required field in the add payments form
from both the invoice and purchase order.
you can enter computers, computer models, parts directly from the drop down combo box on the form, you do not need to enter
these into the table.
computer models are dependant on the make, so if you enter Compaq into the add computer form from the customer details
screen, then when you enter Proliant into the model, thats only relative to compaqs. you can't attache a model of computer to
the wrong make.
to be able to e-mail both the invoice and purchase order make a folder on your C: drive called Access before trying to
e0-mail as you will get an error.
things to do
1 the customer search works for any part of a feild the letter "A" for example but you must click the search icon or press
enter, i would like this to search as you type.
2 i have doubled up on most forms Add order and edit orders for example as i do not know how to reference the same form with
different modes in either VBA or a macro
tidy up the form names, not sure if any name conforms to database good practises, as i said this is my first go.
3 would like to have a form that looks like a calendar days of the month that shows the bookings
plus loads more to do
i have tried to make this as easy to use as possible, Let me know what you think i'm looking for improving this for long term
(1.09 MB, 19 views)
Last edited by sdel_nevo; 04-01-2013 at 07:39 AM.
Reason: Changed PDF I had put a map to my Nas driove in the PDF output for both the invoice and purchase order
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04-01-2013, 08:36 AM
Windows 7 64bit Access 2010 32bit
Join Date Mar 2007
Location 8300' in the Colorado Rocky Mountains
Thanks for sharing.