How to make report for the purchases made by crew?

[captgnvr]

D/All

Using A97. Request for patience as not too knowledgeable for this particular problem of mine. Gave it up for lack of guidance and again starting it with renewed encouragement from this site.

Have two tables, one with crew data and another with store items.

Too many road blocks and lots needed in this which are as follows:

1. How to make a form to enter the purchases made by the individual crew.

2. How to update the stock onboard once the crew make the purchase.

3. How to get a report of all the crew who have made the purchase.

One time I was given a link to go through northwind-orders form. It is ok to make invoices but my need is as above.

It is easy in excel for me to have names under one column, and all the items in a row and on entering the quantity the purchase sheet gets updated and along with it the stock onboard. This way it is easy for me to enter for all the crew at one go.

I want the same to done thro a97 and Hence pls start me with the first step to pick the name of the crew and enter the purchases made by him. Pls help. Also willing to read up any amount if proper link is given.

 

[highandwild]

1. How to make a form to enter the purchases made by the individual crew.

What tables have you got already if any?

Are you able to upload a copy of the database or is it top secret?

Do you need to just record stock in? What about stock out.

Adjusting stock figures when you use stock is probably not a good idea
as there will not be a record of who used the stock and when etc. Having an "in" and "out" transaction record is a good idea. Mark each record as an "in" or "out" record.

Have a form for stock in and one for stock out. You should not be able
to create an "out" stock transfer record without there being stock available.

You will need to initially create a record for each item and record the current stock level before starting to log new receipts.

Reporting on stock levels will be done by just taking the stock qty in the "out" records from the qty in the "in" records.

Have a go at getting the tables sorted first, enter some dummy data manually and then get back to me.

What are your timescales for this?

 

[captgnvr]

[FONT=&quot]D/Highandwild, thnks for the detailed directions. I have been continuously monitoring for help. Pls find the answers for ur Q:[/FONT]
[FONT=&quot]
[/FONT]
[FONT=&quot]1. What tables have you got already if any?[/FONT]
[FONT=&quot] [/FONT]
[FONT=&quot]Ans: this file is about 3mb. Have one table with complete crew names,rank, joining date, code etc. Have another table with list of about 30 items like beer, whisky, tooth paste etc.[/FONT]
[FONT=&quot] [/FONT]
[FONT=&quot]2. Are you able to upload a copy of the database or is it top secret?[/FONT]
[FONT=&quot]Ans: no secret at all. But the file is 3mb. Became big bcos of too many things i am trying to do on this and learning.[/FONT]
[FONT=&quot] [/FONT]
[FONT=&quot]3. Do you need to just record stock in? What about stock out.[/FONT]
[FONT=&quot]ANS: YES NEED STOCK OUT ALSO. I THOUGHT WHEN I SELL IT TO CREW IT IS STOCK OUT AND FROM THAT IT WILL UPDATE THE STOCK ONBD.[/FONT]
[FONT=&quot] [/FONT]
[FONT=&quot]4. Adjusting stock figures when you use stock is probably not a good idea[/FONT]
[FONT=&quot]As there will not be a record of who used the stock and when etc. Having an "in" and "out" transaction record is a good idea. Mark each record as an "in" or "out" record.[/FONT]
[FONT=&quot]ANS: THNKS. WILL INCORPORATE WHEN I COME TO THIS STAGE. [/FONT]
[FONT=&quot] [/FONT]
[FONT=&quot]5. Have a form for stock in and one for stock out. You should not be able[/FONT]
[FONT=&quot]To create an "out" stock transfer record without there being stock available.[/FONT]
[FONT=&quot]ANS: STOCK IN FORM CAN BE MADE AND ENTERED AS I RECEIVE THE STOCK. STOCK OUT WOULD LIKE TO MAKE IT AUTO AS AND WHEN I ENTER THE SUPPLY TO CREW.[/FONT]
[FONT=&quot] [/FONT]
[FONT=&quot]6. You will need to initially create a record for each item and record the current stock level before starting to log new receipts.[/FONT]
[FONT=&quot]ANS: THIS IS READY AS 'SLOPLIST' TABLE.[/FONT]
[FONT=&quot] [/FONT]
[FONT=&quot]7. Reporting on stock levels will be done by just taking the stock qty in the "out" records from the qty in the "in" records.[/FONT]
[FONT=&quot]ANS: I HAVE TO COME TO THIS STAGE OF VB OR TO PUT FORMULAS IN THE TEXT FIELD.[/FONT]
[FONT=&quot] [/FONT]
[FONT=&quot]8. What are your timescales for this?[/FONT]
[FONT=&quot]ANS: ACCOUNT IS MONTHLY BUT AS AND WHEN CREW SIGN OFF TO MAKE THEIR FINAL PURCHASE FOR THE MONTH OR AS AND WHEN NEEDED LIKE HANDING OVER CHARGES ETC.[/FONT]


Looking forward to brgds/captgnvr
[FONT=&quot][/FONT]