Let me preface by saying that my manager is keen on using Access for this project and very much against using Excel other than for inputs/outputs. Below is my thought process for my database. It would be a huge help if you guys could identify any red flags you see with what I am aiming to accomplish.
I have a number of Purchase Orders with Amounts tied to each one. These are all in one table and make up the baseline budget.
Each month, I will input an excel document to update the Amounts for their respective Purchase Orders. These updates will also contain comments, per PO (each row) describing the given change. All of this information will be input as an additional table.
I will then run a query that combines information from the baseline table and the iterated update table. This query will then become the new baseline and show any changes that came before it, so you can see where the budget was at, at any point throughout the year.
Finally, I will export this data into an Excel sheet showing all adjustments for the given time period.
Any help would be more than appreciated
I have a number of Purchase Orders with Amounts tied to each one. These are all in one table and make up the baseline budget.
Each month, I will input an excel document to update the Amounts for their respective Purchase Orders. These updates will also contain comments, per PO (each row) describing the given change. All of this information will be input as an additional table.
I will then run a query that combines information from the baseline table and the iterated update table. This query will then become the new baseline and show any changes that came before it, so you can see where the budget was at, at any point throughout the year.
Finally, I will export this data into an Excel sheet showing all adjustments for the given time period.
Any help would be more than appreciated
