Form with checkbox?

[hgus393]

Hi all,

I wonder if this is possible?

I have a database that keeps track of the cash balance. In the database I also have some securities that can be used as collateral. What I am trying to do is when the cash balance is negative then I would like to be able to use the collateral to offset the negative cash balance. But, I want to be able to pick which securities to use and if the security is used then the negative cash balance should be reduced by the value of the collateral. I would like to do this in a form but I have not a clue where to start. Any tips or pointers in the right direction?

Cheers

Rob

 

[liddlem]

Hi Rob - intersting one.
Not knowing what the data structure looks like (tables and relationships) I cant give specifics, but here are some thoughts\ideas.

I presume that you have a calculated field that shows when the balance is at the correct point. (You could add a condition that changes the font colour when this level is reached)

In one of the tables, you will need
..a boolean field called "selected" - on the form, you present this field as checkbox.
..a boolean field called "processed" - this one records that the transaction has been processed (or not)

What happens to the balances after you process an offset transaction?
eg: do the securities / collatoral values change (re-equalise) at some time. In other words, can the same record reach a point where values need to be offset again?
If NOT, then . . .

Create 2 queries.
Qry1 is an update qry that calculates the new value and updates the correct field(s)
Qry2 is an update qry that updates the "processed" field to true where "selected" = true and "processed" = false

Do you need to record that transaction somewhere, or will you just reduce the balance accordingly?

Hope this helps