multiple invoiceing

[paulevans]

Hi

I am looking for the best way to create a multiple invoice system where a customer gets an invoice each month based on the percentage of work carried out.

I have a table that records item, value, percentage, and percentage calimed.

Each month the percentage of each item may change. I need to create and store that percentage change for each given item. I also need to look back and see what percentages were claimed for on a given month.

Please can some one give me an idea wher to start and any example would be great.

 

[neileg]

If you use a form to capture the current percentage, you can use DMxa() on the date field in the table to return the percentage value from the most recent record. You can then calculate the 5 change and store that in your new record.

 

[The_Doc_Man]

First rule of DB queries: You cannot get back what you didn't put in.

Remember that if you want incremental workload in ANY time increment, you must STORE incremental workload data. Your choice of units are immaterial as long as you are consistent with them. Just keep good dates on the individual entries.

You will also need some sort of project table different from the project-work table. Because there is where you will store the estimated amount of work for the total project. Then you can do a SUM query on the incremental stuff to compute total work. Then you can write a SEPARATE query (yes, multi-stage queries) to compute work-percentage left for each project or total work percentage done for each project.

WARNING: If you must revise your estimate of required work, you have a MAJOR problem because changing the estimates will alter the percents for each item. You might want to consider that an estimate change is a separate (if related) project and charge work against the new project when the old project runs out. We have that problem all the time in my shop.

 

[paulevans]

Hi Guys

Thanks for the replys. Im not to sure about the DMxa() function as I have not used this before but I can look into this. From what I think I understand is that I create one table for the main bulk of the information and one for holding the percentages. Would it then be advisable to link the percentage values not only with a user id but also date.

Thanks for any more help.

Paul

 

[neileg]

Sorry, tpying error. Should be DMax().

You will need to have a record that holds the data for each invoice. That would include the % to date and the % claimed on that invoice.

 

[paulevans]

Thanks for the reply.

I will look and see how to implement all of this over the next day or so.