Recurring projects with new due dates (1 Viewer)

[Aron1693]

Hi,
(I'm new to access please try to explain things)
I downloaded MS access template "time and billing" I added columns to the project table, "Checkbox recurring", "frequency", "Due date", "checkbox extended", and "extended due date".
Frequency is either Monthly, Quarterly, and Annually
In the customer table i have a checkbox if customer is inactive

I have recurring projects and I want access to generate (duplicate) the new projects with new due dates.

What would be the best way to create it? (write command)

I was thinking along these lines:
If customer is "not inactive"
if project is "recurring"
If today's date is:
for Monthly- equals to or less than a month after prior monthly "Due date"
for Quarterly-equals to or less than a 3 month after prior quarterly "Due date"
for Annual- equals to or More than 10 month after prior annual "Due date" (i want it to generate only 3 month before due date)
Copy prior project with new due date
otherwise do nothing

 

[theDBguy]

Hi Aron. Welcome to AWF!

What exactly is recurring? You shouldn't need to repeat all the details of a project in every record.

 

[Aron1693]

I believe the whole record is recurring besides "status, begin, end, attachments, and due date"

 

[theDBguy]

I believe the whole record is recurring besides "status, begin, end, attachments, and due date"

Right. In that case, I think you may just need a child table to record the changing data. Storing duplicate data is not considered good practice.

 

[Aron1693]

Can you explain (i'm new)