Payment Books

[mboe]

I need to print payment books for a loan. Besides name,address etc., I have payment date, payment amount, late date(used dateadd to add 10 days to payment date), late amount (calculated as a percent or min $ from the payment amount.
My problem is I have to print a seperate sheet for each payment so a 12 month loan would have 12 payments or sheets. Each sheet has to have an updated payment date and late date.
I can't get the report to repeat the form over for the same customer and update the data. I don't want to have to type in data for each payment because some of them are in the 60+ area.

 

[KevinM]

I imagine that you have two tables, something like.....
Clients and Payments as a One To Many Relationship.

To populate the Payments table with Dates and due amounts etc, use an append query using the expressions that you used for the report (DateAdd etc). Then base your report on this table.

HTH

 

[mboe]

I was hoping there was a way to avoid having a payments table. Is there a way to populate the payments table based on a number of payments field in loans? Or do I have to post each line item by hand?

 

[KevinM]

It depends on what you want.

Do you need to keep an electronic record of each payment or just print off reports with this information on ?

Either way you will need a vb routine that adds the payment date to the table, using the DateAdd function you can populate the table from a given date and a parameter for the number of records (payments).
As for the late amount, then this can be simply calculated in a query as the data as the payment data is entered into the table.

If on the other hand you only want a hard copy (report) showing this information and do not want to store it in a table (not recomended), then you use a similar routine to the one described above except you just print the same report over and over again from information supplied on a pop up form. But this will only give you one record on each report. i.e. you wont be able to display a continous list of data for each client unless you use a table.

 

[mboe]

I do not need to keep payment records I simply need to print out the payments. They will be printed one record per page onto preprinted forms.

Would it be possible for me to get an example of the code I would need or even a who mdb example. I had already tried to do what you recommended but was unable to get it to work. Any help would be greatly appreciated!!

 

[KevinM]

OK, then basically you need to print the same report x number of times depending on the number of payments with the dates updated each time.

Use a form with unbound text boxes to....

Enter a number for payments (number of reports to print)

Enter an initial Due date

You then need a command button that will open your report in a loop (For x = 1 to Input, where x is the number entered in the box) and a DateAdd function that updates the date entered to whatever you require.

Also on the report have unbound text boxes referencing the dates etc on the form

HTH