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Thanks for all the replies. I'm still at the stage of not knowing what the right questions are, let alone the right answers. Thanks for being patient with me. Every time I think I'm close I find another layer of issues; but that's to be expected. What I posted was a first go to see if I could...

Thank you. I'll have a play.

Me again, I've hit a stupid issue. I wanted a dummy run at building a few linked tables & forms but its going wrong. Its got to be a simple fix, but I'm not sure what it is. When I have a form with more than 1 table (linked tables) it becomes read only & only shows 1 record. Forms for the...

Thanks, That looks to do everything I would need to control the basic combo boxes I have. I'll have a play.

Using an additional field for CategoryType to put them all in 1 table is the fix I was looking for. It was mentioned above but got forgotten in the volume of information I'm trying to absorb. Thanks for the nudge in the right direction.

Another quick question. Data validation best practice. How would you control a Combo box to show a known list of values? Do I create a table for each combo box? Most need to be lists which are occasionally edited by an end user In excel I had them all in 1 sheet as Named Tables

That's exactly what I was trying to convey. Thanks for confirming I did have the right approach. I have quite a few situations where that will apply.

It's primary role is to track Job Contact info, Site info, Job progress & money. It's secondary role is as a repository of jobs we didn't win & jobs we have completed. The main MI out the back shows... Current Quoted jobs & their progress Current live jobs & their progress Jobs to be invoiced...

A quick question. I have several Fields that are on the face of it an integer. But I also need a "TBC" solution. I do this in excel by setting the values as text so I can trap the TBC values & kill all Cells/Text Boxes that show calculated values based on those TBC values. How would you...

Yes, I totally understand the logic, thanks for clarifying. I would keep site notes with the Job No for that exact scenario.

I looked at it again & thought maybe I should have split out the Site specific info into it's own table. It's unusual, but we have worked at the same site for different clients before. Does that make more sense?

Yes, I can see how that would work using an extra field to identify where that person fits in the structure. Client Contact, Arch, etc

Thanks for going through that in so much detail. I think you’ve more or less nailed it. As a work flow in the Excel version... Client asks us to quote on a job, so initially we have basic info: Job Number It gets the next available number & it’s unique It’s maintained throughout the jobs...

I was trying to split where it was simple to make the tables as small as possible. I may have gone too far there?

Sorry all, I got swamped with work & couldn't get anywhere near looking at this until now. I figured the fastest way for me to have a look at the data was to do it in a package I know well. That way I could quickly create what I think I need visually (for it to be ripped to shreds & remade...

Thank you again guys. I'm going to put something together for you to comment on using the real data fields. I can see the direction your going in & I believe I can follow the implied logic in it. We'll see how close I get! I want to try & do it this way around as I'll remember what I'm...

When I made it we didn't have a copy of Access and there was no appetite from the holder of the wallet to get it. Now I've proved the need for a system, through massive time savings by automating things, that attitude has changed. I'm doing it in Access now because we upgraded & now have it...

I really don't want to do that, but only because I'll take the win & run with it without understanding the decisions made & why. I'd rather go a little slower & understand why decisions were made so I don't have to come back and ask again next time. I have at least 3 more to convert after this one.

Yes, thats more or less exactly what this tracks. The rest of it that I haven't mentioned yet is basically MI from that data. Tracking things like all the jobs with an invoice outstanding or all the jobs currently being quoted. Which is all stuff I know it can do, but I haven't looked at yet...

theres a scroll bar on the right... there are 25 Invoices. being able to start with 1 and add them in would be better though.