More than 1 linked form

dcavaiani

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What's the cleanest way to do this:

I have a customer master which has a 1 to many relationship with 2 different rate tables.

Customer = Jones, and a few other master fields such as addr., etc.
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Rate1 Table looks like this: Any # of rate 1 records may apply

Customer Jones,Rate startdate= 1/1/2015,rate enddate=6/30/2015, rate=40
Customer Jones,Rate startdate= 7/1/2015,rate enddate=6/30/2016, rate=45
Customer Jones,Rate startdate= 7/1/2016,rate enddate=12/31/2016,rate=50
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Rate2 Table looks like this: Any # of rate 2 records may apply

Customer Jones,Rate startdate=1/1/2015,rate enddate=12/31/2015,rate=5%
Customer Jones,Rate startdate=1/1/2016 rate enddate=12/31/2017,rate=9%
 
I would not have two rate tables in this case, I would have one rate table with a rate type field. Then I could use the same rate subform, either to show all the rates, (with the type field showing) or place two instances of the same subform on the main form, and filter them by rate type.

As far as the "cleanest" way? What does your user need to do? What is the workflow? Do these subforms exist just to consult in order to do some other task, so for viewing only? Or does this data change a lot, so is the user interacting with them constantly, saving, editing and deleting data?

Design should be tailored to how the feature will be used.
 
Thank you. I never thought of that rate code, but that sounds like the best Design! I will revisit that!
 

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