calculating finance figures

[paulevans]

Hi
I would be glad of a little help.
I am creating a c ontracts database and need to keep trak of individual contractors figures.

I set up a contractor and allow the system to only issue orders to a contractor if there monthly balance doe not exceed 1/3 of their total monthly turn over.

My problem is in keeping track of the relevant figures and how I go about this?

Thanks in advance

 

[RuralGuy]

I'm afraid your post is way too broad a post for most to give any useful advice. Break your problems down into manageable issues and keep your posts focused on one issue at a time.

 

[paulevans]

calc of figures

thanks for reply. There is no easy way I can break this up into smaller sections as my problem is looking at it as a whole. the small sections I can manage.

I think what I am looking for is a way to constanly monitor one figure against another.

inother word my max value of current orders being [x]
my max allowed orders being [y]

so if [x] becomes greater than [y] an error is displayed

 

[neileg]

You can do what you want, but you don't give enough detail to get a recommendation.

If you are entering data in a form, you can use DSum() to calculate the monthly balance. I don't know what you mean by monthly turnover. Is this a predetermined limit, an average over time or what?

 

[RuralGuy]

Access tables do not support triggers so whatever you are going to do will probably need to be achieved in a form.

 

[paulevans]

Hi guys

my meaning of monthly turn over is based on a contractors yearly turn over / 12

this is the amount of money the contractor would see going into their bank in one year.

so if a contractor yearly trn over was 120,000 then their montly turn over is estimated at 10,000

so for my calculations I can not issue an order to this contarctor if the current orders I have with them exceeds 10,000 in any one month.

The dsum function may be what I need but I have not used this before, so I will take a look.

 

[neileg]

my meaning of monthly turn over is based on a contractors yearly turn over / 12

Yes, but how do you define the year? The last financial year, the last calendar year, the twelve months ending last month, twelve months ending yesterday? What are you doing if you have traded with that contractor for less than the twelve month period you choose?