Hello, I am fairly new to MS Access so i will try and explain what i am trying to accomplish. I manage a small group of inside sales reps that handle all of the company's renewing clients. I welcome any feedback and support.
Goal:
I need to be able to track the status of renewing clients, and report on individual/group performance (status of renewal, exception, product, etc)
What I have:
I currently receive a monthly excel report of renewing clients that i need to split amongst a team of sales/admin reps. This report includes several columns of data that should not be changed and is pre-generated from another sql database. I also have an IT department with limited resources and a list of priorities that exceed what i need.
What I have started:
I have built a table 'renewals' that i copy and paste the monthly renewals into. This creates a new record for all of the upcoming renewals. I have expanded this table to include additional columns of renewal data that are related to the specific account. I have a subform that allows the sales reps to enter in the account number to bring up the details of that record from the renewals table. They can modify/update the necessary records for the renewal.
My issue:
Once the renewal is 'finalized', i don't want the reps to be able to alter the record - this could really mess up my reports which will be used by other departments (payroll, senior management, etc). I would like to add a 'finalized' button or checkbox that they can press to lock the single record from edit and cannot uncheck it without a password.
Question:
A) Am i creating the database with the best and most logical approach?
B) Is my goal achievable based on what I currently receive?
C) What other approaches could I take to complete this?
D) I can upload the db to assist.
Cheers to All,
mfd1979
Goal:
I need to be able to track the status of renewing clients, and report on individual/group performance (status of renewal, exception, product, etc)
What I have:
I currently receive a monthly excel report of renewing clients that i need to split amongst a team of sales/admin reps. This report includes several columns of data that should not be changed and is pre-generated from another sql database. I also have an IT department with limited resources and a list of priorities that exceed what i need.
What I have started:
I have built a table 'renewals' that i copy and paste the monthly renewals into. This creates a new record for all of the upcoming renewals. I have expanded this table to include additional columns of renewal data that are related to the specific account. I have a subform that allows the sales reps to enter in the account number to bring up the details of that record from the renewals table. They can modify/update the necessary records for the renewal.
My issue:
Once the renewal is 'finalized', i don't want the reps to be able to alter the record - this could really mess up my reports which will be used by other departments (payroll, senior management, etc). I would like to add a 'finalized' button or checkbox that they can press to lock the single record from edit and cannot uncheck it without a password.
Question:
A) Am i creating the database with the best and most logical approach?
B) Is my goal achievable based on what I currently receive?
C) What other approaches could I take to complete this?
D) I can upload the db to assist.
Cheers to All,
mfd1979
