How to create due dates

[rmch77]

"Hi
I am manager in insurance company and very new to access, I have developed a simple database in access 2007 to manage my daily submitted business. Now I have a problem I don’t know how to solve it. Hopefully you will guide me…..
I want that if I add “amount of premium”, “Mode of Payment” and “Term of Payment” I can get all next due dates within that term. For example if a client is paying 2500 per month and his term is 10 years then I can monitor when his next payment is due and also I can update his status after receiving pending payments… I will be greatly thankfull if you plz provide me an easy way to do this."

 

[Trevor G]

welcome to the Forum,

I would suggest that you have 2 tables one to deal with the client/customer normal information and payment amount and then the next to indicate amount paid/received and when and for how long you can then use a query to show who is due to make payment and also if they have.

Perhaps tie that in with a user form to make it more user firendly, but the main thing is 2 tables with queries to run the monthly due/receipts etc.

 

[rmch77]

Thanks... i will try it and then call again for help if needed

 

[rmch77]

I have created two tables. 1st has fields like… Prospect_Name, Policy_No, Payment_Mode (monthly, quarterly, half yearly, yearly), Amount_Paid and Issuance_Date. 2nd table has fields like Amount_Received, Date_Received.
Kindly write a query I can use to see who is due and also status that if client has paid or not on due date

 

[Trevor G]

Add an extra field to your second table PaymentDueDate.

Next create a query that uses both tables, you will have to define the link, so if the relationship hasn't been built then drag the field together in the query window (ie ID to ID) then add the fields you want to to see in the query window (double click each field name) then look at the query (Change the view) to see all the records, then all you do is add criteria in the PaymentReceived to Is Null then you will see a list of all payments that haven't been paid.

Sorry for delay in replying (due to work).