How can i make an invoice in access 2007 Results

I'm trying to create a simple database, to keep track of different objects which I grouped in categories and subcategories. So I have 3 tables:
-category (cat. ID, cat. name)
-subcategory (subcat ID, cat. ID as FK, subcat. name)
-(i.e.)invoice (inv.ID, subcat ID, other fields)
I've created an invoice form (see attachment) with two synchronized combo boxes where I can select the cat./subcat. to store in the invoice.
It works fine as an entry form... but if I want to view, or even worse, to edit existing data, it doesn't.
How can I make the form to allow me to edit the records in a decent manner?
Should I have two forms - one for data entry and one for editing? VERY confused about this!
Thank you for any input! Attached Files (20.1 KB, 6 views) Reply With Quote 11-21-2009, 03:34 PM #2 luca Novice Windows Vista Access 2007 Join Date Aug 2009 Location Queens, NY Posts 6 Out of here! I apologies for posting these stupid questions! I'm sure they've been answered a thousand times before, one way or another... I'm just annoying good people. You know, we get born alone (except for twins), we live and create our databases alone and we die alone...
I'll keep reading and hope I'll find my way home.
Thanks to all of you!

Hi, trying to send outlook email from Access 2007.
I am using the following code. for brevity, I replaced some of the code with comments.

Code: Dim oOutlook As Outlook.Application Dim oMsg As Outlook.MailItem Dim oRecipient As Outlook.Recipient Dim oAttachment As Outlook.Attachment Set oOutlook = New Outlook.Application Set oMsg = oOutlook.CreateItem(olMailItem) With oMsg .Display 'Set Recipients 'Set Subject 'Set message body 'Set importance 'Set attachment(s) End With Set oRecipient = Nothing Set oAttachment = Nothing Set oMsg = Nothing Set oOutlook = Nothing This works perfectly. It shows a new outlook message, and fills in the data I wanted. I deliberately did not automate the sending itself, because I want to proof it first.

All I need to do is click the "Send" button.
At least that was the plan. It never gets sent.
When I actually open up Outlook, I see the message for a moment in the outbox, and THEN it gets sent without me needing to do anything.

So it seems like Outlook itself must be visible for this to work when I click the send button.

(By the way, this same thing happens from my Quicken when I try to send a customer invoice. Quicken does everything, but the message stays in the outbox until I open Outlook.)

So, the question is: Is this a behavior I can control with an Outlook setting? If not, how do I make the ENTIRE Outlook application visible from Access VBA, rather than just the new message?


Hi Guys,

I have been breaking my head trying to make this work.

I have a problem with an invoices database, and Im trying to get a report that will list all my unpaid invoices in date order but group them together by company name so we see all invoices of that company (but the oldest companies first if that makes sense)..

What I mean is that I have a fields called InvoiceID and the smallest number is oldest, and a field called CompanyName.

I am trying to group by CompanyName not "with A on top" which is teh only option Access 2007 seems to have but by order of InvoiceID.

invoice 1 = Owed by Company C
invoice 2 = Owed by Company A
invoice 3 = Owed by Company C
invoice 4 = Owed by Company B

I need it to Group like this.

Company C: Invoice 1, Invoice 3
Company A: Invoice 2
Company B: Invoice 4 (Note that I do not want it to list Company C again as it already listed it earlier).

If you can help or advise me how on earth its possible please do let me know


I have created a database that tracks units returned to be repaired (RMAs). I am doing well, but I have no formal access training and I am stuck on this one thing and need to resolve ASAP. Here are a few questions.

1. I have a parts table (tblParts) with the following fields:
I have another table (tblRMAPartDetails) detailing which parts were used for a specific RMA including the fields above, plus a quantity field and a field labeled RMA#. I want to add a subform or additional fields to our tech input form (frmRMATechInput) so that the techs can input which parts were used into the tblRMAPartDetails table.

For some reason I can't seem to figure this out. It seems like an easy thing. I'm not sure what the best solution is. Do I use a lookup field in the PartName field of the tblRMAPartDetails table? I tried this, but I can't get it to automatically fill in the PartName, PartNumber and Unit Price fields (i.e. if you choose a specific part name, have it populate the corresponding part number and unit price fields. Do I use the lookup field to select the part name only, then have the tech input quantity and use a query to update the part number and unit price fields?

2. I created a subform (subParts) with the PartName, Quantity and RMA# fields. I set the forms and Can Grow and Can Shrink properties to Yes. How do I make it so that you can add more than one part?

Also, I am going to use this information to populate an invoice report that calculates part totals and RMA totals.

3. Lastly, can you suggest a good training book? Is Access 2007: The Missing Manual a decent book? I do pretty well with Access, but I get stuck sometimes. Please help!!!

Hello all,

I'm using Access 2007 and am stuck with a Union Query. For a bit of background, I have two tables with cell phone billing information. The first table lists information about the users, such as name, number, department, etc... The second is a downloaded list of charges for the month by number, but it doesn't have the names. So, I've linked the number fields from both tables so I can easily run a query to match the user names contained in my first table with the wireless numbers and charges in the second.

That works fine, but when I download an invoice that has charges or credits for numbers that are no longer in my user table (maybe changed, terminated, etc.), they do not show up in a simple query since there is no relation in the first table. So I made an unmatched query and can get those records easily. That works fine too. My problem now is, when I create a Union query to get all of those records together, I can either get them all with no names, or get only the ones from my first query if I make the user names show up again. How can I get all of these records to show up in one query/report with user names for the ones that have one, and whatever else for the others??

Am I going about this wrong? Is there something more efficient than a Union query? Oh, and my user list can't include those other numbers; it is updated constantly to be current.

I am making this database for a project that has to update monthly revenue and create a Journal Entry based on a business ledger report for different revenue categories (streams). I have created an import table that imports from recurring excel source (containing ledger report) and updates the main table that holds the current month records. The records represent revenue by client campaign, each having a unique Campaign Master IDs (my primary key). It is all pretty straightforward and being a novice I am pretty proud I managed to create this automated monthly update using these two tables and a pair of queries all running within a simple macro.

However, the problem I run into is due to specific requirements for the Journal Entry format that actually needs to be derived from the input format (that I import from Excel and maintain in my main update table).
Journal Entry has to be have several columns that have to be
-populated by text or numerical constants
(column 1 should always read "General",
column 2 should always read "Revenue",
column 5 should always read "invoice",
column 15 should alwaye read "0100")
-blank placeholders (with null values)
(columns 11 & 12)
-value based on coversion table
(column 14)
-either invoice number from input field or (if invoice # is blank) a composite of a posting date and account number
(column 6)
-either customer or G/L account type based on the type of customer
(column 7)
What determines these is basically whether I have values in the import table columns that determine the type of revenue so I guess my question is how to write a query that performs all these special operations (I described above). I have a feel these are some sort of IF statements but how exactly to implement this logic is what I am struggling with.

I also attached my database in case my descriptions are not all that clear.
tblExportJournalEntry is what I should end up with after processing my tblMainUpdateTable the way I tried to explain above.

I really appreciate any help and am grateful in advance. Attached Files (361.2 KB, 4 views) Reply With Quote 05-12-2011, 06:28 AM #2 NTC VIP Windows Vista Access 2007 Join Date Nov 2009 Posts 1,271 I don't fully understand your post. But in general terms; 'should always read ' can be handled via a default value at the table field property level; and the rest of the requirements seem to be achievable via a calculated value in a query. A query is a good point to manipulate strings & values of fields.

Hope this helps a little.

Hi Guys

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

Record customers
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 gratefully received.

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 use,

Steve Attached Files Computer (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 Reply With Quote 04-01-2013, 08:36 AM #2 RuralGuy Administrator Windows 7 64bit Access 2010 32bit Join Date Mar 2007 Location 8300' in the Colorado Rocky Mountains Posts 9,484 Thanks for sharing.

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