Need some help with setup

[tb582]

Trying to set up a database in access to be used for customers to track payment history problems. how does this sound???? ...

Table 1 would have fields: account # ; account name; region

Table 2 (would need a separate table? ) With fields: account #; date entered; entered by; Comments:

I Need to be able to enter multiple entries for payment history comments as this will be info entered by date to track


So data would look like:

Account #: 111-11111 Account name: test company Region: new york

Entry date: 3/5/05 Entered by: Joe Shmoe Comments: Company short paid, sent letter 3/5/05 requesting additional $$


Entry date 3/10/05 Entered by: Sue Smith Comments: Sales office says there is a problem with the bill, extend grace period.


I can’t put this in one table right?
I will have many entry dates & comments for an account that I would like to print out in a report.
Wouldn’t I need 2 tables with a relationship linked by account #?


Thanks... I will be around the rest of the day to respond to any commments..
please help me with setting this up..

 

[pbaldy]

You are correct; two tables is the appropriate setup. One for customer data, the other for activity, customer number in both.

 

[tb582]

well thats good that I have it planned out right, can you explain a bit more how I would go about actually doing that?

Thanks

 

[pbaldy]

Doing what, exactly?

 

[tb582]

just setting it up access as in HOW

 

[uplink600]

Do you still need help with this?

 

[tb582]

yes, any help you could provide would be great

 

[uplink600]

Enclosed is a very basic setup with a couple of forms for data entry and a report. You really need to learn some basics about queries and reports to get maximum benefit from the DB. You may need to change the table relationships and I would recommend you try and learn about this subject as much as possible. As you learn more you can develop the database to more suit your requirements.

 

[tb582]

hey thanks, that got me started but I have played around with making my own tables and have discovered that they are not my problem. The tables are fairly easy to create.Its basic field names & formats, etc....The problem is the interface for the user to either enter data in or print reports

 

[uplink600]

You have a basic user interface. For the reports play around with the query and report wizards and see what results you get. You need to get a grip with queries as these are the most important tool for analysing your data and extracting records from the DB. You can create your reports after your queries are working fine. Try and post your DB zipped for some examples.