Linking?...Relating? or what?

[BrianK]

Hi. My sister has Access 97. She has two Tables setup. The first table, which is called Customer, has fields which are labeled: Customer#, First Name, Last Name, Street Address, City, State, Phone#. The second table, which is labels Payments, has Customer#, Last Name and two fields for each month labeled Amount Pd and Check#.

When I add a customer to the Customer Table I like it to be added to the Payment Table. I have accomplished this before but I am at a loss at the present time. As you can tell I am a very novice with Access. Any help would be appreciated. Thanks in advance.
Brian

 

[BrianK]

Thanks Pat for your response. In the second Table Payments, she would like the customer name because she is familiar with most names of her customers so when she inputs the payment she goes to the name as well the number. As far as only putting in payment as they payment is made she does have a few customers which pay a whole year in advance, hard to believe I know. But she also has many customers which are behind in payments, which is more the norm. At this present time she scrolls across for approximately two years of payments and check numbers to input data.

The way we had the tables setup before was that if she added a Customer Number and rest the data to the Customer Table it would add the Customer number and the last name to her Payment Table. It seemed to work ok for her purposes.

I guess what I was thinking was that we would create a new table for each year and back this data up on a floppy disk. Is this unwise?
Thanks again for your help in this matter.

 

[recon0302]

Try building a form for the first table (Customer info). On this form place a command button to the Payments table form (which you need to create). Follow the instructions for the command button and select the criteria that will link (I suggest either linking by Customer last namde or even better by Coustomer #). I assume the customer number is an auto number? This will allow you to enter new data or pull up current data and directly link the two tables (or forms). You may want to add a filed for Payment date for last payment received. I think I covered everything. Let me know.

Marty

 

[jenvandiver]

Your Payments table needs to have a record numbers of its own. Trying adding a column for PaymentID using autonumber, then relating the two tables by CustomerID.

You should be able to run a query or report to see how many payments have been made and by who, etc.

Hope this helps a little...

 

[BrianK]

Thanks for both of your advise. I think I have resolved my problem. I have found a relative who uses Access at her work and she will be helping me set things up so they work more smoothly. It’s nice to have a person right on site to help . I once again thank you for your help.
Brian