Quotation Form

[Leo_Polla_Psemata]

Hi
I have a very simple access which i use when i want to quote rates to my clients. I gather information and send quotation as report.

The problem is this
I may send the offer to client "A", offer id "1". Price $100.
Then I may send several other offers to other clients.
Next day, I negotiate with client "A" and we reach a new agreement, say $95.
I have to send a new offer. I copy paste every single piece of info from offer
id 1 and use it in the new offer id .

I wonder if there is any trick where i could use in the form and once I trigger it, I get the old offer copied pasted in a new form with the new id so that i can much easier type the new piece of data and complete my task faster and easier.

 

[CazB]

Rather than doing this.... why not have a separate table to store all the offer prices that have been made against a quotation?
That way, you are not having to repeat anything... all you would need in the 2nd table is the QuotationID, the date and the price quoted (and any additional comments you may choose to store) - and a main/subform approach would allow you to 'track' all the offers made?

 

[jdraw]

Once you have done the Quote and Revision(s), and you get a contract for the Work, do you have a separate Order and Invoice? Seems much of the info from one would be present on the other.
Do you have a data model that deals with the whole process?

 

[Leo_Polla_Psemata]

Once you have done the Quote and Revision(s), and you get a contract for the Work, do you have a separate Order and Invoice? Seems much of the info from one would be present on the other.
Do you have a data model that deals with the whole process?

Now, I don't make any revisions. I make new offers.
There is a form (standard client info)
Subform (outlines the main service , main rate, coments erc) there is an autonumber in this subform which I use for offer id.
Another subform with rate details.

Once I fill the subform and the sub-subform, i run the report and the quotation is ready for email.

At a later stage, If I have to revise my first offer, i make a new one with new autonumber of course.

Rather than doing this.... why not have a separate table to store all the offer prices that have been made against a quotation?
That way, you are not having to repeat anything... all you would need in the 2nd table is the QuotationID, the date and the price quoted (and any additional comments you may choose to store) - and a main/subform approach would allow you to 'track' all the offers made?

I don't know, I must think about it and comprehent it well.

Now, i store all the offers that i have done against a client. Not against quotation.
So I was thinking,
I offered 2000 on Wednesday 26th , which is consisted of (230, 500, 12.5, 19, 1238.5 ) , offer id "17" ...well ...
On 28th I will offer 1950, i recall the data of id "17" , now there is a new "id" , say id "27" but details are exactly the same.
I modify the first 230 to read 180 and the new offer is ready. This is very easy.
I keep records of both offers

This is the way i have planed it. May be I am wrong, thats why i ask for ideas and guidance

Thanks anyway for your suggestion

 

[Leo_Polla_Psemata]

Hi
I found the answer to this one,
I was looking for a "quotation" form where I can copy an older quotation
in a new record, make some small changes and get my new offer ready in seconds.

Here you are the way to copy a specific record or copy the last record

http://www.599cd.com/tips/access/130921-copy-last-record/

 

[jdraw]

Some posters have used a supertype (Statement) and subtypes(Invoices, Quotes, Orders) in their design. It may not be suited to your set up but may give you some ideas.

 

[Leo_Polla_Psemata]

Hi
I followed the steps as this example
http://www.599cd.com/tips/access/130...y-last-record/

I made a form, once i click "command32" it copy the last record on a new record. This works just fine.
When i make the "Command33" ,it does NOT work.
The Command33 does not copy the last record but the record I am focused.
Could anyone see and teel what's wrong ?

Private Sub Command32_Click()
    
        Dim ID As Long
        
        ID = DMax("IDF", "QUOTE")
        DoCmd.GoToRecord , , acNewRec
        Client = DLookup("CLIENT", "QUOTE", "IDF=" & ID)
        POA = DLookup("POA", "QUOTE", "IDF=" & ID)
        POLCODE = DLookup("POLCODE", "QUOTE", "IDF=" & ID)
        Subject = DLookup("SUBJECT", "QUOTE", "IDF=" & ID)
        DateRequest = DLookup("DateRequest", "QUOTE", "IDF=" & ID)
        DateCreate = DLookup("DateCreate", "QUOTE", "IDF=" & ID)
        RATENOTES = DLookup("RATENOTES", "QUOTE", "IDF=" & ID)
        
        DISPLAY2.SetFocus
        
End Sub

Private Sub Command33_Click()
        
        Dim ID As Long
        
        ID = IDF
        DoCmd.GoToRecord , , acNewRec
        Client = DLookup("CLIENT", "QUOTE", "IDF=" & ID)
        POA = DLookup("POA", "QUOTE", "IDF=" & ID)
        POLCODE = DLookup("POLCODE", "QUOTE", "IDF=" & ID)
        Subject = DLookup("SUBJECT", "QUOTE", "IDF=" & ID)
        DateRequest = DLookup("DateRequest", "QUOTE", "IDF=" & ID)
        DateCreate = DLookup("DateCreate", "QUOTE", "IDF=" & ID)
        RATENOTES = DLookup("RATENOTES", "QUOTE", "IDF=" & ID)
        DISPLAY2.SetFocus
        
End Sub

 

[Leo_Polla_Psemata]

Okay
I found this one
In the
Private Sub Command33_Click()
instead of ID = IDF i have to write [Forms]!

![ID]

The question now is this,
I have a form/subform, you can view the image below.
I can copy paste the fields from the form to the new form.
What code should I use if I wish to copy also fields from subform to the new subform ?

The POA is in the form and with this
POA = DLookup("POA", "QUOTE", "IDF=" & ID)
I can copy to new record.
How can I make the same for the field "service" which is in the subform ?