Moving records

[Chrisopia]

How does one move a set of records from one from to another?


the idea is a quote can be given to a customer, and these will be logged into a quote database,
if the customer returns and wants to purchase, with the given quote, with a click of a button copy the data and place it in the invoice tables.

An idea i had of tackling this, got pretty complex?
The quote could have a drop down list of "quote" or "invoice", and the invoice database filters through to find the "invoiced" catagories...
but i wouldn't know how to do that either?

Any help!?

 

[RuralGuy]

How about just leaving it where it is and adding a field that indicated if the record is a "quote" or an "invoice"?

 

[hyperpau]

You may do this by first, making sure that field names of your quotation form are matching to the field names of your invoice form. That means the field names are the same for both tables each of them are linked to.

Add a Quotation ID to your quotation table and make it as a foreign key in the Invoice table.

Create an update query joining the two tables in the Quotation ID and run the query on the click of the button if customer wants to purchase it.
Pass the criteria of the query to the field in your quotation form (ex: Forms!frmQuoteForm!QuoteID)


This is just simply imitating the normal process in paper environments.
A seller sends a quotation tagged with a Quotation ID to a buyer.

Buyer wants it and orders the product. The seller then Prepares a Purchase Order with a Purchase Order Number.

The seller delivers and prepares a Sales/Delivery Receipt with a Sales/Delivery Receipt Number.


The Buyer Pays and the seller prepares an official Reciept with an Official Receipt Number.


So you see, you are just implementing the standard business process, only this time it is paperless and you are inputting data directly to a database.


Therefore, have a button on your quotation form open the Invoice Form and pass the Quotation ID to its QuoteID field. Because of the relationship, once the QuoteID is passed, the pricing and the items from the Quotation should automatically populate. To have this work, then the Items in the quotation should be in a subform joined through the QuoteID as the Parent Child property.

How does one move a set of records from one from to another?


the idea is a quote can be given to a customer, and these will be logged into a quote database,
if the customer returns and wants to purchase, with the given quote, with a click of a button copy the data and place it in the invoice tables.

An idea i had of tackling this, got pretty complex?
The quote could have a drop down list of "quote" or "invoice", and the invoice database filters through to find the "invoiced" catagories...
but i wouldn't know how to do that either?

Any help!?

 

[Chrisopia]

ok, ive tried this, following step by step.... then got losts and it didn't work?

where do I enter the criteria? and what exactly should it say?... im not good with update queries?